Tax Consultant II - Business Tax Services - Investment Management - Private Equity
Location: Boston, Massachusetts
Internal Number: 16251582
Partnership agreements. Subchapter K. Aggregate allocations. Deferral techniques. Consulting for major players. Do this describe your ideal tax position? If you've got a solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for investment partnerships, along with a general understanding of portfolio investments and the international and multi-state tax issues facing private equity funds, then we have an exciting opportunity for you as a Tax Consultant II on our growing team!
Work you'll do
As a Tax Consultant II, you will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:
Performing detail-level reviews of partnership work papers, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities.
Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
As global leaders in providing professional services to the Investment Management industry, Deloitte 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 customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
1+ years' experience providing tax planning services or preparing client work papers and income tax returns
Bachelor's degree in accounting, finance or other business-related field
CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing)
Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
Experience working in a fast-paced, team environment
Strong verbal and written communication skills
Travel up to 25% (While 25% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.)
Limited immigration sponsorship may be available
Previous Big 4 experience
Knowledge of fund accounting and general ledger accounting
An understanding of the taxation of portfolio investments and the fund investors, as well as the international and multi-state tax issues facing private equity funds
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