Tax Senior, Private Equity

Deloitte • Costa Mesa, CA • 1h ago

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, and advising on important tax and business issues? If you're a tax professional who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team!

Recruiting for this role ends on May 31, 2027

What You'll Do

As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client.

Responsibilities Will Include:

Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings

Coordinating and communicating with client contacts as required to gather information to complete their tax returns.

Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.

Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization.

The Team

As the global leader 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 financial services 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. Learn more about Deloitte Business Tax Services .

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

Bachelor's degree in Accounting, Finance, or other business-related field

3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns

Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Experience with investment management or partnership taxation

Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships

Limited immigration sponsorship may be available

One of the following active accreditations obtained, in process, or must be willing and able to obtain:

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 experience or large CPA firm experience

Knowledge of fund accounting and general ledger accounting

Strong verbal and written communication skills; strong listening, interpersonal, and facilitation 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 $74,925 to $153,000.

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.

btstax

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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