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Tax Consultant II - Financial Services Industries - Mutual Fund Tax

Company: Deloitte
Location: Stamford
Posted on: June 23, 2022

Job Description:

Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you!

What you'll do

As a Tax Consultant II you 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. You will 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. Additionally, you will perform tax planning, supervise tax consultants, and attend required Deloitte Tax LLP and sector-specific training.

The team

As global leaders 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 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.

Qualifications

Required:

  • 1+ year experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • Bachelor's degree in accounting, finance, or other business-related field
  • 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
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
      • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
      • Limited immigration sponsorship may be available.
        Preferred:
        • Previous Big 4 experience
        • Experience working in a fast-paced, team environment
        • Strong verbal and written communication skills
        • Knowledge of fund accounting and general ledger accounting
          fsitax

          btstax

Keywords: Deloitte, Stamford , Tax Consultant II - Financial Services Industries - Mutual Fund Tax, Accounting, Auditing , Stamford, Connecticut

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