State and Local Tax Senior Manager - Investment Management, West

Deloitte in San Francisco, CA

  • Industry: Executive Management - Others
  • Type: Full Time
position filled
Do you enjoy building new client relationships to grow an already existing and successful Multistate Tax Investment Management practice? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function with business objectives to the additional business you bring in? We are looking for a sharp, analytical Multistate Tax Investment Management Senior Manager who is ready to assist in growing and maintaining one of the largest Multistate Tax practices in the world. What you’ll do As a Senior Manager within the Multistate Tax Investment Management group, you will identify effective state tax and compliance solutions for a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include: •Maintaining and developing strong client relationships on various tax consulting/compliance engagements in the investment management arena. •Identifying client needs and leveraging Deloitte’s range of services and extensive resources to meet those needs and cross sell among various lines of service. •Acting as a trusted business advisor to clients on a variety of issues including multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence. •Managing engagement profitability, billings to clients, and engagement team resources. •Assisting with drafting and presenting new proposals to new and existing clients. •Providing leadership, counseling, and career guidance for the development and motivation of the engagement team. The Team Deloitte’s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax  practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice’s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. Qualifications Required •10+ years’ experience in state income and franchise tax, with experience in the Investment Management industry •Proven ability to grow and manage a book of business and a solid reputation as a subject matter expert within state income and franchise tax •Experience with state and local pass-through and corporate tax returns •Experience with state tax planning, tax research, and tax analysis •Bachelors degree in accounting, finance, or related field •CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification •Management experience Preferred •Public Accounting experience •Excellent research and writing skills •Excellent presentation and communications skills

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