CostaMesaRecruiter Since 2001
the smart solution for Costa Mesa jobs

Senior Manager - Investment Management - Private Equity

Company: Deloitte
Location: Costa Mesa
Posted on: May 10, 2022

Job Description:

Partnership agreements. Aggregate allocations. Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team!

Work you'll do

As a Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client, engaging specialists as necessary. Responsibilities will include:

  • Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds.
  • Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers, and being heavily involved in the recruitment process.
  • Being the lead client contact on engagements and the billing and profitability analysis of engagements, in addition to being heavily involved in marketplace eminence building and pursuits.
    The Team

    As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.


    • 8+ years of public accounting experience (at least 6 years in investment management) or equivalent experience in law firms or a related industry
    • Bachelor's degree in accounting, finance, or other business-related field
    • A solid understanding of Subchapter K, partnership allocation methodologies, key economic terms, and the tax compliance process related to investment partnerships
    • In-depth knowledge of the taxation of portfolio investments, the international and multi-state tax issues concerning private equity funds, key economic terms, and the taxation of fund investors
    • One of the following 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
        • Travel up to 20% (While 20% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.)
        • Limited immigration sponsorship may be available
          • Previous Big 4 experience or large CPA firm experience
          • Advanced degree such as MST, MAcc, JD, or LLM
          • Knowledge of fund accounting and general ledger accounting
          • Experience managing remote teams



Keywords: Deloitte, Costa Mesa , Senior Manager - Investment Management - Private Equity, Executive , Costa Mesa, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Costa Mesa RSS job feeds