Tax Sr Manager-Financial Svcs-Mutual Fund
hace 5 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 Senior 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 8+ 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 understanding of Subchapter K and investment partnership taxation Strong managerial experience with budgets, people and projects Demonstrated effective verbal and written communication skills Self-starter and demonstrated ability to effectively handle multiple, competing priorities Experience working in a fast-paced, team environment 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 CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: 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 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 $119,490 to $272,090.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 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 5 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 Manager
hace 5 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 Sr Manager-Financial Svcs-Hedge Fund
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Hedge funds—Are you a leader and 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...
-
Tax Senior – Financial Svcs – Mutual Fund Tax
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Mutual funds—Are you 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 Senior you...
-
Tax Senior
hace 5 meses
San Juan, Puerto Rico Deloitte A tiempo completoPosition Summary Hedge funds—Are you a leader and 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...
-
Tax Sr Manager
hace 5 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
hace 2 días
San Juan, San Juan, Puerto Rico Jobleads-Us A tiempo completoJob RequirementsSeeking a highly skilled Senior Tax Manager to join our team and review various aspects of hedge fund, BSL CLO, and private equity partnership tax compliance work. Our client is a leader in global credit investing.Key Responsibilities:| Review complex partnership book-to-tax securities adjustments, tax allocations, state apportionment, and...
-
Tax Manager
hace 5 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 5 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
hace 3 semanas
San Juan, San Juan, Puerto Rico KPMG-UnitedStates A tiempo completoJob Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our Business Tax Services practice at KPMG-UnitedStates. As a Tax Manager, you will be responsible for providing tax compliance and advisory services to corporations and partnerships, including Fortune 100 companies and emerging businesses.Responsibilities:Provide tax compliance and...
-
Financial Portfolio Manager
hace 2 días
San Juan, San Juan, Puerto Rico Chicago Community Loan Fund A tiempo completoPortfolio Management Analyst Role OverviewThe Portfolio Management Analyst supports the work of the Asset Managers and the Portfolio Management Team at Chicago Community Loan Fund. In this position, you will have direct and indirect contact with borrowers and investors and provide critical and substantive support to the Portfolio Management, Lending, and...
-
Financial Professional
hace 3 semanas
San Juan, San Juan, Puerto Rico Creative Financial Staffing A tiempo completoAccountant Role OverviewWe are seeking a skilled Accountant to join our team at Creative Financial Staffing. As an Accountant, you will be responsible for preparing financial statements, posting journal entries, and assisting with month-end close. You will also work on depreciation schedules, general accounting, and tax research.Why Work with Us?We offer a...
-
Tax Manager-Investment Mgmt
hace 5 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 Manager
hace 3 días
San Juan, San Juan, Puerto Rico KPMG-UnitedStates A tiempo completoJob Summary:KPMG-UnitedStates is seeking a highly skilled Tax Manager to join our Business Tax Services practice. As a Tax Manager, you will provide tax compliance and advisory services to corporations and partnerships for a variety of clients from Fortune 100 companies to emerging businesses. Key Responsibilities:Provide tax compliance and advisory services...
-
Tax Senior
hace 5 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-Financial Svcs-Global Infor Reporting
hace 5 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
hace 5 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 Sr Manager
hace 5 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 Sr Manager- Business Tax Services- Corporate Tax
hace 5 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...
-
Interim Financial Operations Manager
hace 2 días
San Juan, San Juan, Puerto Rico Vaco A tiempo completoJob Title: Interim Financial Operations ManagerJob Summary: As an interim financial operations manager for our manufacturing client, you will play a pivotal role in overseeing financial operations and ensuring compliance with accounting standards and regulatory requirements. You will provide strategic financial guidance, manage day-to-day accounting...
