Deloitte · 4 days ago
Tax Manager - Private Equity
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
$115K/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 to join their growing team. The role involves providing tax compliance and advisory services to investment management clients, managing client relationships, and mentoring team members.
AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
Responsibilities
Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization
Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors
Taking on lead client-contact roles
Billing and profitability analysis on engagements
Involvement in marketplace eminence building and pursuits
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
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Limited immigration sponsorship may be available
Bachelor's degree in Accounting, Finance, or other business-related field
5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
3+ years' experience with investment management or partnership taxation
Experience managing projects including scheduling, budgeting, client correspondence, and billing
Experience working in a fast-paced, team environment
Strong verbal and written communication skills
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
Previous Big 4 experience or large CPA firm equivalent
Knowledge of fund accounting and general ledger accounting
Benefits
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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
guarantee sponsorship for this specific role. Below presents additional info for your
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2025 (6871)
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2020 (10388)
Funding
Current Stage
Late StageLeadership Team
Anne Muraya
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Global Chief Executive Officer
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