Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)

Home > Career Center > Job Seekers > Job Search

Job Title: Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)

Company Name:	Deloitte
Location:	Birmingham, AL
Position Type:	Full Time
Post Date:	11/11/2024
Expire Date:	12/11/2024
Job Categories:	Accounting/Auditing, Computers, Software, Consulting Services, Finance/Economics, Financial Services, Government and Policy, Information Technology, Internet/E-Commerce, Legal, Real Estate, Counseling, Executive Management, Research & Development, Web Technology

Job Description

Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
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 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
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:

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

fsitax

btstax

Share |

Contact Information

Company Name:

Deloitte

Contact Email:

jobs@company.com

Website:

https://ars2.equest.com/?response_id=ac90f365affdb7ca0bad1c8f5f0a78f1

Company Description:

Please visit our employer showcase!

Apply Now | Forward Job to a Friend | More Jobs From This Employer

(Advertise Here)