Tax Senior – Investment Management

New York, NY



We are currently looking for Tax Seniors for our Investment Management Tax practice. Tax Seniors have in-depth, first-hand industry knowledge. They draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. Tax Seniors identify complex tax issues and provide tax analyses for a variety of entities and their affiliates.
The right person should have a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships. A general understanding of the taxation of portfolio investments, the international and multi-state tax issues facing private equity funds, key economic terms such as carried interest and management fees, and the taxation of fund investors is a plus.




  • Perform detail-level review of partnership work papers, allocations and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. Creates Annual and Rolling Budgets segmented by departments to give them ownership and responsibility of their expenses.
  • Coordinate and communicate with the client contacts to gather information to complete the tax returns Provide Monthly Budget vs Actual variance analysis
  • Train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.




  • 3+ years straight public or public/private accountant
  • CPA, Enrolled Agent or in the process
  • Bachelors degree in Accounting or Finance
  • Prior Big 4 Experience a +



NOTE: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 1/24/2018
Salary Open

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