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Tax Senior, Private Equity

ExperiencedVisa sponsorship available
Deloitte logo

at Deloitte

Big Four

Posted 3 days ago

No clicks

This employer did not include a short summary.

Compensation
$74,925 – $153,000 USD

Currency: $ (USD)

City
Los Angeles, Portland, Sacramento, Salt Lake City, San Diego, San Jose, Seattle
Country
United States

Full Job Description

Skip to content

Deloitte US

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  • Home
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    • Experienced
    • Global Firm Roles
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Tax Senior, Private Equity

Tax Services
Same job available in 13 locations

Boise, Idaho, United States

Costa Mesa, California, United States

Fresno, California, United States

Honolulu, Hawaii, United States

Las Vegas, Nevada, United States

Los Angeles, California, United States

Portland, Oregon, United States

Sacramento, California, United States

Salt Lake City, Utah, United States

San Diego, California, United States

San Jose, California, United States

Seattle, Washington, United States

Tempe, Arizona, United States

Back to search results
Apply now
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Position Summary

Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If youre a tax professional who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team!

Recruiting for this role ends on May 31, 2027

What Youll Do

As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients tax objectives. You will manage the client relationship by delivering tax advisory services to the client. 

Responsibilities Will Include: 

  • Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
  • Coordinating and communicating with client contacts as required to gather information to complete their tax returns. 
  • Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
  • 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. 

The Team 

As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP 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 investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Learn more about Deloitte Business Tax Services.

Qualifications

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
  • Bachelors degree in Accounting, Finance, or other business-related field
  • 3+ years experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Experience with investment management or partnership taxation
  • Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
  • Limited immigration sponsorship may be available
  • One of the following active accreditations obtained, in process, or must be 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 experience or large CPA firm experience
  • Knowledge of fund accounting and general ledger accounting
  • Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.

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.

btstax

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. 
Our purpose

Deloittes purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.  Learn more.
Professional development

From entry-level employees to senior leaders, we believe theres always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeless Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. 
Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers
Requisition code: 357220
Job ID 357220
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SCAM ALERT

Caution against fraudulent job offers!

We have been informed of instances where jobseekers are led to believe of fictitious job opportunities with Deloitte US (Deloitte). In one or more such cases, false promises of actual or potential selection, or initiation or completion of the recruitment formalities appear to have been or are being made. Some jobseekers appear to have been asked to pay money to specified bank accounts of individuals or entities as a condition of their selection for a job with Deloitte. These individuals or entities are in no way connected with Deloitte and do not represent or otherwise act on behalf of Deloitte.

We would like to clarify that:

  • At Deloitte, ethics and integrity are fundamental and not negotiable.
  • We are against corruption and neither offer bribes nor accept them, nor induce or permit any other party to make or receive bribes on our behalf.
  • We have not authorized any party or person to collect any money from jobseekers in any form whatsoever for promises of getting jobs in Deloitte.
  • We consider candidates on merit and that we provide an equal opportunity to eligible applicants.
  • No one other than designated Deloitte personnel (e.g., a Deloitte recruiter or Deloitte hiring partner) is permitted to extend any job offer from Deloitte.

Anyone who at any time has made or makes any payment to any party in exchange for promises of job or selection for a job with Deloitte or any matter related to this (including those for registration, verification or security deposit) or otherwise engages with any such person who has made or makes fraudulent promises or offers, does so (or has done so) entirely at their own risk. Deloitte takes no responsibility or liability for any such unauthorized or fraudulent actions or engagements. We encourage jobseekers to exercise caution.

  • About Deloitte
  • Terms of use
  • Privacy
  • Data Privacy Framework
  • Do Not Sell or Share My Personal Information
  • Cookies
  • Legal information for job seekers and ADA
  • Labor condition applications
  • Assistance for people with disabilities

2026. See Terms of Use for more information.

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as "Deloitte Global") does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the "Deloitte" name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.

Tax Senior, Private Equity

Compensation

$74,925 – $153,000 USD

City: Los Angeles, Portland, Sacramento, Salt Lake City, San Diego, San Jose, Seattle

Country: United States

Deloitte logo
Big Four

3 days ago

No clicks

at Deloitte

ExperiencedVisa sponsorship available

This employer did not include a short summary.

Full Job Description

Skip to content

Deloitte US

Menu
  • Home
  • Jobs
    • Entry level
    • Experienced
    • Global Firm Roles
  • Events
  • Login

Tax Senior, Private Equity

Tax Services
Same job available in 13 locations

Boise, Idaho, United States

Costa Mesa, California, United States

Fresno, California, United States

Honolulu, Hawaii, United States

Las Vegas, Nevada, United States

Los Angeles, California, United States

Portland, Oregon, United States

Sacramento, California, United States

Salt Lake City, Utah, United States

San Diego, California, United States

San Jose, California, United States

Seattle, Washington, United States

Tempe, Arizona, United States

Back to search results
Apply now
Share this job: Share:
Share
Share Tax Senior, Private Equity with Facebook Share Tax Senior, Private Equity with LinkedIn Share Tax Senior, Private Equity with Twitter

Caution against fraudulent job offers. Learn more.

Back to search results

Position Summary

Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If youre a tax professional who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team!

Recruiting for this role ends on May 31, 2027

What Youll Do

As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients tax objectives. You will manage the client relationship by delivering tax advisory services to the client. 

Responsibilities Will Include: 

  • Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
  • Coordinating and communicating with client contacts as required to gather information to complete their tax returns. 
  • Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
  • 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. 

The Team 

As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP 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 investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Learn more about Deloitte Business Tax Services.

Qualifications

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
  • Bachelors degree in Accounting, Finance, or other business-related field
  • 3+ years experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Experience with investment management or partnership taxation
  • Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
  • Limited immigration sponsorship may be available
  • One of the following active accreditations obtained, in process, or must be 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 experience or large CPA firm experience
  • Knowledge of fund accounting and general ledger accounting
  • Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.

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.

btstax

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. 
Our purpose

Deloittes purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.  Learn more.
Professional development

From entry-level employees to senior leaders, we believe theres always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeless Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. 
Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers
Requisition code: 357220
Job ID 357220
tpt.queue.add( function () { "use strict"; (function ($) { jQuery.get( "https://apply.deloitte.com/en_US/careers/RelatedJobs?3_149_3=637&3_370_3=112873336&3_200_3=95159&jobId=357220", function (data) { if (data.trim() == "" && jQuery(".article--relatedJobs").length) { jQuery(".article--relatedJobs").addClass("visibility--hidden"); } jQuery('#relatedJobs').append(data).removeClass('awaiting-content'); tpt.queue.next(); } ); }($ || avajQuery)); } );

Similar jobs

  • Software Engineer Manager, Tax Analysis & Debt Investments (TARDI)
    Multiple Locations Direct Tax
  • Tax Manager - Strategic Tax Review, Multistate
    Multiple Locations Direct Tax
  • Tax Senior - Real Estate
    Multiple Locations Direct Tax
  • Tax Manager, State Income and Franchise - Multistate
    Multiple Locations Direct Tax

SCAM ALERT

Caution against fraudulent job offers!

We have been informed of instances where jobseekers are led to believe of fictitious job opportunities with Deloitte US (Deloitte). In one or more such cases, false promises of actual or potential selection, or initiation or completion of the recruitment formalities appear to have been or are being made. Some jobseekers appear to have been asked to pay money to specified bank accounts of individuals or entities as a condition of their selection for a job with Deloitte. These individuals or entities are in no way connected with Deloitte and do not represent or otherwise act on behalf of Deloitte.

We would like to clarify that:

  • At Deloitte, ethics and integrity are fundamental and not negotiable.
  • We are against corruption and neither offer bribes nor accept them, nor induce or permit any other party to make or receive bribes on our behalf.
  • We have not authorized any party or person to collect any money from jobseekers in any form whatsoever for promises of getting jobs in Deloitte.
  • We consider candidates on merit and that we provide an equal opportunity to eligible applicants.
  • No one other than designated Deloitte personnel (e.g., a Deloitte recruiter or Deloitte hiring partner) is permitted to extend any job offer from Deloitte.

Anyone who at any time has made or makes any payment to any party in exchange for promises of job or selection for a job with Deloitte or any matter related to this (including those for registration, verification or security deposit) or otherwise engages with any such person who has made or makes fraudulent promises or offers, does so (or has done so) entirely at their own risk. Deloitte takes no responsibility or liability for any such unauthorized or fraudulent actions or engagements. We encourage jobseekers to exercise caution.

  • About Deloitte
  • Terms of use
  • Privacy
  • Data Privacy Framework
  • Do Not Sell or Share My Personal Information
  • Cookies
  • Legal information for job seekers and ADA
  • Labor condition applications
  • Assistance for people with disabilities

2026. See Terms of Use for more information.

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as "Deloitte Global") does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the "Deloitte" name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.