Manager - Financial Services Industries - Mutual Fund Tax

Profile

Senior – Financial Services Industries – Mutual Fund Tax

The candidate will work within an engagement team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. Identify complex tax issues and provide tax analyses for a variety of entities and their affiliates; and perform detail-level reviews of tax research, 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. Perform tax planning, supervise tax consultants, and attend required Deloitte Tax LLP and sector-specific training. Bachelor’s degree in accounting, finance, or other business-related field is required. Should have 4+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns. One of the following accreditations obtained, in process, or willing/able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA; and If not CPA eligible: Licensed attorney and Enrolled Agent. Previous Big 4 experience is preferred. Experience working in a fast-paced, team environment is required. Strong verbal and written communication skills are needed. Knowledge of fund accounting and general ledger accounting is required.

Company info

Deloitte LLP
225 W. Santa Clara St. Suite 600
San Jose
California
United States 95113
Website : http://www.deloitte.com