Deloitte · 6 days ago
Tax Senior - Mutual Funds
Miami, FL
Full-time
Hybrid
Mid, Senior Level
$67K/yr - $152K/yr
3+ years expDeloitte is a global leader in providing professional services to the Investment Management industry, and they are seeking a Tax Senior to join their team. In this role, you will provide tax compliance and consulting services to Investment Management clients, identifying complex tax issues and performing detailed reviews of tax work papers and compliance tests.
AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
Responsibilities
Provide tax compliance and consulting services to Investment Management clients
Identify complex tax issues and provide tax analyses for a variety of entities and their affiliates
Perform detail-level reviews of tax research, 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
Perform tax planning, supervise tax consultants, and attend required Deloitte Tax LLP and sector-specific training
Qualification
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 providing tax planning services or preparing and reviewing client work papers and income tax returns
Bachelor's degree in accounting, finance, or other business-related field
Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
Ability to travel up to 25%, 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 and 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; Certifications: Chartered Financial Advisor (CFA); Certified Financial Planner (CFP)
Preferred
Advanced degree such as Masters of Tax, JD, and/or LLM
Previous Big 4 or large CPA firm experience
Experience working in a fast-paced, team environment
Strong verbal and written communication skills
Benefits
Discretionary annual incentive program
Company
Deloitte
Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.
10001+ employees
H1B Sponsorship
Deloitte has a track record of offering H1B sponsorships. Please note that this does not
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Funding
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