Position Summary

Deloitte Tax LLP seeks a Tax Manager in New York, NY.

Work You’ll Do

Work within Deloitte Tax's National Federal Tax Services (NFTS) practice's Partnerships Solution Group (PSG) to assist in setting the standard for investment management tax technology by creating and working with the iPACS platform to drive value for private equity, hedge funds and mutual funds clients. Oversee the development and use of custom technology tools to assist with the complex tax analysis and reporting needs of private equity, hedge, and mutual fund clients. Responsible for day-to-day oversight of multiple client engagements and supervise teams. Assist with the design and implementation of proprietary and third-party technologies that make up the iPACS platform. Interact directly with clients and other Deloitte practices. Oversee the economics of client projects. Mentor and develop engagement staff, providing leadership, counseling, and career guidance.

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Requirements

  • Bachelor's (or higher) degree in Accounting, Finance, Taxation, Business Administration (willing to accept foreign education equivalent).
  • Five years of experience providing tax planning services for investment management companies.
  • Experience must include five years of:
    • Assisting clients with schedule K-1s review and e-file processing;
    • Performing 704(c) allocations including partnership reorganizations;
    • Utilizing tax software, including MS Access, ProSystems, GoSystems, Corptax, and Superforms, to provide tax compliance and consulting services to various clients; and
    • Collaborating with clients to assist, design, and streamline their tax compliance processes, including partnership-specific tax calculations, allocations through tiered partnership structures, and Schedule K-1 preparation.
  • Experience must include two years of:
    • Overseeing client projects comprising of tax technology consulting services, including the design, development, implementation and deployment;
    • Performing financial analysis for clients, including tracking Wind Credit Investments, Production Tax Credit (PTC) and Hypothetical Liquidation at Book Value (HLBV) calculations for tax provision purposes;
    • Utilizing technologies, including VBA, Alteryx, Tableau, and ETL & SFTP, to automate tax compliance processes, gain efficiency and reduce risk;
    • Analyzing financial transaction data including wash sales, constructive sales, straddles, dividend analysis, 1256 (regulated futures contracts), swaps, PFICs, and REITs to assist Hedge Funds in tax and trade planning; and
    • Assisting with scheduling and assisting senior management to monitor engagement billing and budgets.

How You’ll Grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there is always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world.  From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career.  Explore Deloitte University, The Leadership Center.

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. Learn more about our commitment to developing our people.


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: 44384

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