Tax Manager - Mutual Funds

Deloitte • Dallas, TX • 3h ago

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!

Recruiting for this role ends May 31, 2027.

Work 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.

A successful candidate would possess these skills:

Ability to work independently and collaborate as part of a team

Effective written and verbal communication skills

Meticulous attention to detail and quality of work product

Ability to build and sustain professional relationships

Ability to lead projects or workstreams

Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment

Strong interpersonal skills and professional demeanor

Ability to meet deadlines

Ability to mentor and provide clear guidance to others

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. Learn more about Deloitte Business Tax Services .

Qualifications

Required:

Bachelor's degree in accounting, finance, or other business-related field

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

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)

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 perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week

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

Limited immigration sponsorship may be available

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 $93,660 to $213,200.

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.

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.

Similar Jobs

CFOEV Principal Director

Accenture • Irving, TX • 3h ago

Finance, Accounting & Banking

In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness...

3h ago

Go to Apply

Senior Manager, Indirect Tax - Transaction Tax

Deloitte • Dallas, TX • 3h ago

Finance, Accounting & Banking

Are you a strategic and creative Indirect Tax professional who likes solving complex state and local indirect tax issues within sales & use and excise tax? Are you ready to make a greater impact on organizations by c...

3h ago

Go to Apply

Senior Manager - Tax Technology and Process Transformation

Deloitte • Dallas, TX • 3h ago

Finance, Accounting & Banking

Are you someone who is driven to build and test high quality software, acts autonomously, and has experience leading software quality teams in broadscale transformation programs? Are you ready to take the next leap in yo...

3h ago

Go to Apply

Audit & Assurance - Intern - Technology Controls Advisory - Summer 2027

Deloitte • Dallas, TX • 3h ago

Finance, Accounting & Banking

In today's digital world, technology sits at the center of every decision, bringing both new risks and opportunities. As an Audit & Assurance Intern, you could help our industry-leading clients navigate the risks and...

3h ago

Go to Apply

Tax - Tax Intern - Transfer Pricing - Summer 2027

Deloitte • Dallas, TX • 19h ago

Finance, Accounting & Banking

Business operates on a global scale, and transfer pricing sits at the intersection of economics, business, and tax. As a Tax Intern on the Transfer Pricing team, you will analyze intercompany transactions and help addres...

19h ago

Go to Apply

Manager- Tax; Indirect Tax -Digital Enablement

Deloitte • Dallas, TX • 21h ago

Finance, Accounting & Banking

Are you a strategic and creative Tax professional who likes solving complex indirect tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology tha...

21h ago

Go to Apply

Controller

Robert Half • Dallas, TX • 1d ago

Finance, Accounting & Banking

Description We are looking for an experienced Controller to lead global tax, statutory reporting, and treasury compliance for a growing manufacturing organization in Dallas, Texas. This position is ideal for a hands-on e...

1d ago

Go to Apply

Payroll Manager

Robert Half • Garland, TX • 1d ago

Finance, Accounting & Banking

Description We are looking for a Payroll Manager to oversee payroll and HR administration operations for a complex, multi-entity environment in Dallas. This Contract position will lead a team, coordinate with external pa...

1d ago

Go to Apply

Payroll and HR Administrator

BELMAR INTEGRATED LOGISTICS INC • Dallas, TX • 1d ago

Finance, Accounting & Banking

Bilingual Payroll and HR Administrator Dallas, TX Full-Time | Starting at $18.00/HR Build Your Career in Human Resources! We're looking for an organized, professional, and detail-oriented Bilingual Payroll and HR Adminis...

1d ago

Go to Apply

Senior Credit Underwriter - Asset Based Lending

Bank of America • Dallas, TX • 1d ago

Finance, Accounting & Banking

Senior Credit Underwriter - Asset Based Lending Los Angeles, California;Seattle, Washington; Newport Beach, California; Dallas, Texas; Portland, Oregon To proceed with your application, you must be at least 18 years of a...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)