Tax Manager
hace 3 meses
Position Summary
Mutual funds—Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you
What you’ll do
As a Tax Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year.
The team
As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
Qualifications
Required:
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week 5+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor’s degree in accounting, finance, or other business-related field Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies Demonstrated basic understanding of Subchapter K and investment partnership taxation Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP)Preferred:
Advanced degree such as Masters of Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience Knowledge of fund accounting and general ledger accounting Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.Information for applicants with a need for accommodation:
fsitax btstax Recruiting tipsFrom developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Our people and culture
Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Professional development
From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
-
Tax Manager
hace 2 meses
San Juan, Puerto Rico El Comeback A tiempo completo***Positions posted by El Comeback are done on behalf of companies that we support in their search for candidates.*** Our Client, a Multinational Leader in the Service Industry is hiring a Tax Manager. This position is a key member of the finance department, and is responsible for the compliance with tax laws and regulations, contributing to maintaining...
-
Tax Manager
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Our Global Investment and Innovation Incentives (“Gi3”) practice provides our clients a broad range of government credits and incentives (“C&I”) services across more than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive...
-
Manager, Strategic Corporate Tax
hace 3 meses
San Juan, Puerto Rico KPMG-UnitedStates A tiempo completoBusiness Title:Manager, Strategic Corporate TaxRequisition Number:113124 - 80Function:Tax ServicesArea of Interest:State:PRCity:San JuanDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...
-
Tax Sr Manager- Business Tax Services- Corporate Tax
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function with business objectives, including...
-
Tax Manager
hace 3 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...
-
Tax Manager
hace 3 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a...
-
Tax Manager
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases like “accounting for income taxes,” “tax restructuring,” and “tax controversy” pique your interest? Do you enjoy developing client relationships and providing federal tax compliance and consulting services...
-
Tax Senior Manager
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...
-
Tax Manager
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Tired of Tax Compliance and Busy Season? You’ve earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an expert in technology, but you can offer profound insight about how U.S. federal income tax models and computations work. If you have a passion for improving...
-
Tax Sr Manager
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like “accounting for income taxes,” “tax advisory,” and “tax controversy” pique your interest? Do you enjoy providing federal tax compliance and consulting...
-
Tax Manager
hace 3 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Hedge funds—Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced...
-
Tax Manager
hace 3 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like “accounting for income taxes,” “tax advisory,” and “tax controversy” pique your interest? Do you enjoy providing federal tax compliance and consulting...
-
Tax Senior Manager
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Partnership agreements. Aggregate allocations. Deferral techniques. Consulting for major players. Does this describe your background? If you’re a senior leader who wants to play in the big pond and have a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment...
-
Tax Manager-Investment Mgmt
hace 3 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you’re a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our...
-
Tax Sr Manager
hace 3 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply...
-
Tax Manager-Investment Mgmt-Private Wealth
hace 3 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing...
-
Tax Manager
hace 3 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply...
-
Tax Sr Manager-Financial Svcs-Mutual Fund
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Mutual funds—Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! What you’ll do As a Tax...
-
Tax Sr Manager
hace 4 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing...
-
Tax Examining Technician
hace 2 semanas
San Juan, San Juan, Puerto Rico Professional Diversity Network A tiempo completoU.S. Department of the TreasurySummary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at This announcement has been amended to add an additional cutoff date and specify where vacancies will be filled. Duties ...
