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Deloitte · 1 week ago

Tax Senior - PSG - Investment Management Reporting Solutions

Portland, OR

Full-time

Hybrid

Mid, Senior Level

$83K/yr - $176K/yr

3+ years exp

Deloitte's Partnership Solutions Group (PSG) is seeking a Tax Senior to leverage investment management knowledge in innovative ways. The role involves maintaining client relationships, consulting on tax compliance processes, and leading client engagement teams within the insurance and financial services industry.

AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management

Growth Opportunities

H1B Sponsored

Responsibilities

Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial services industry

Consult with clients in transforming their tax compliance processes using process and technology

Lead the development of new features and capabilities in our industry leading iPACS technology ecosystem

Lead client engagement teams and client delivery

Supervise tax consultants and interns

Qualification

Federal partnership tax complianceInvestment management experienceMicrosoft ExcelLicensed CPAProject Management ProfessionalEffective communicationTeam collaborationSelf-starterRelationship building

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

Limited immigration sponsorship may be available

3+ years' experience in federal partnership tax compliance or tax compliance for investments with corporate ownership

Bachelors degree in accounting or business-related field

Aptitude in Microsoft Office suite, especially Microsoft Excel

Experience working in a fast-paced, team environment

Strong executive presence and demonstrated effective verbal and written communication skills

A self-starter with demonstrated ability to effectively handle multiple, competing priorities

Demonstrated ability to proactively develop internal and external working relationships

Ability to travel 20%, on average, based on the work you do and the clients and industries/sectors you serve

One of the following active accreditations obtained, in process, or willing/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, Project Management Professional (PMP)

Preferred

Investment management industry experience (e.g. private equity, real estate, fund of funds, hedge funds)

Familiarity with tax compliance for investments

Experience with data management and automation tools

Advanced degree such as MSA or MST

Benefits

Discretionary annual incentive program

Company

Deloitte

Glassdoor4.0

Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.

Founded in 1845

London, England, GBR

10001+ employees

https://www2.deloitte.com

H1B Sponsorship

Deloitte has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2025 (6871)

2024 (4911)

2023 (5604)

2022 (8090)

2021 (5993)

2020 (10388)