State Income and Franchise - Investment Management Tax Senior Manager - Multistate

Tax | Multistate Tax
Same job available in 23 locations

Atlanta, Georgia, United States

Boston, Massachusetts, United States

Chicago, Illinois, United States

Cincinnati, Ohio, United States

Cleveland, Ohio, United States

Columbus, Ohio, United States

Costa Mesa, California, United States

Dallas, Texas, United States

Detroit, Michigan, United States

Hartford, Connecticut, United States

Houston, Texas, United States

Jericho, New York, United States

Los Angeles, California, United States

Miami, Florida, United States

Morristown, New Jersey, United States

Nashville, Tennessee, United States

New York, New York, United States

Philadelphia, Pennsylvania, United States

Phoenix, Arizona, United States

San Diego, California, United States

San Francisco, California, United States

San Jose, California, United States

Stamford, Connecticut, United States

Position Summary

Are you a strategic and creative Multistate Tax Investment Management professional who loves solving complex state and local tax issues? If you are ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology, then this may be the right fit for you!

We are looking for a sharp, analytical Senior Manager who is ready to seek and take-on new challenges and join one of the largest Multistate Tax practices in the world.


What You’ll Do

As a Senior Manager within the Multistate Tax Investment Management group, you will identify effective state tax and compliance solutions for a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm Leadership to ensure you are set up for success in your role and career. 

 

Responsibilities will include:

  • Maintaining and developing strong client relationships on various tax consulting/compliance engagements in the investment management arena.
  • Identifying client needs and leveraging Deloitte’s range of services and extensive resources to meet those needs and cross sell among various lines of service.
  • Acting as a trusted business advisor to clients on a variety of issues including multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence.
  • Managing engagement profitability, billings to clients, and engagement team resources.
  • Assisting with drafting and presenting new proposals to new and existing clients.
  • Providing leadership, counselling, and career guidance for the development and motivation of the engagement team.


The Team

With more than 1,500 professionals worldwide include former state tax auditors and administrators, industry personnel, and technology personnel with years of multistate tax experience. Collectively, our team has significant experience with nuances of jurisdictions in all 50 states. Our team’s overall practice specific services include investment management services, state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. 

 

Qualifications

Required

  • 10+ years’ experience in state income and franchise tax, with experience in the Investment Management industry
  • Proven ability to grow and manage a book of business and a solid reputation as a subject matter expert within state income and franchise tax
  • Experience with state and local pass-through and corporate tax returns 
  • Experience with state tax planning, tax research, and tax analysis 
  • Bachelor's degree in accounting, finance, or related field 
  • One of the following 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
  • Management experience

Preferred

  • Supervisory experience
  • Public Accounting experience
  • Excellent research and writing skills
  • Excellent presentation and communications skills
  • Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available.

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. Learn more about our inclusive culture.

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.


As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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.

Requisition code: 48227

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