Deloitte · 1 week ago
Tax Manager - Mutual Funds
Jacksonville, FL
Full-time
Hybrid
Mid, Senior Level
$94K/yr - $213K/yr
5+ years expDeloitte is a global leader in providing professional services to the Investment Management industry, and they are seeking a Tax Manager with expertise in mutual funds. The role involves delivering tax compliance and consulting services, managing client accounts, conducting tax research, and mentoring junior staff.
AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
Responsibilities
Provide tax compliance and consulting services to Investment Management clients
Conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary
Perform a high-level of tax research and work on 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
Motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors
Begin taking on lead client contact roles on engagements
Be involved in sales and marketing activities
Attend required training; facilitate at least one engagement-specific training and one national training per year
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
5+ 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
Limited immigration sponsorship may be available
Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
Demonstrated basic understanding of Subchapter K and investment partnership taxation
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: 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
Knowledge of fund accounting and general ledger accounting
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
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Funding
Current Stage
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