Tax Manager - Mutual Funds

CFA Institute; Dallas (TX); Hybrid; USD 94,000 - 213,000; Full time

Job summary

Deloitte Tax LLP in the United States is seeking a Tax Manager to provide tax compliance and consulting services to Investment Management clients, focusing on Subchapter M, excise calculations, and RIC tax work papers. You will lead and mentor teams and work in a fast-paced environment.

The role requires CPA or equivalent, 5+ years of tax experience, and willingness to co-locate 2–3 days per week. Travel up to 25% is possible; strong communication and leadership skills are essential.

Qualifications

• Bachelor's degree in accounting, finance, or other business-related field.
• 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
• Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies

Responsibilities

• Provide tax compliance and consulting services to Investment Management clients.
• Lead day-to-day management of accounts and tax research; work on RIC tax work papers, financial provisions, and returns.
• Mentor and train new and experienced Tax Consultants and Tax Seniors; participate in sales and marketing activities.

Skills

Independent work

Team collaboration

Written & verbal communication

Deadline-oriented

Mentoring and leadership

Education

Bachelor's degree in accounting/finance

Job description

Are you a leader, 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!

Recruiting for this role ends May 31, 2027.

Work You'll Do

As a Tax Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on 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 motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year.

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

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. Learn more about Deloitte Business Tax Services .

Qualifications

Required:

• Bachelor's degree in accounting, finance, or other business-related field
• 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
• One of the following active 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
    • Certifications:
      • Chartered Financial Advisor (CFA)
      • Certified Financial Planner (CFP)
• Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
• Demonstrated basic understanding of Subchapter K and investment partnership taxation
• 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
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available

Preferred:

• Advanced degree such as Masters of Tax, JD, and/or LLM
• Previous Big 4 or large CPA firm experience
• Knowledge of fund accounting and general ledger accounting
• Strong verbal and written communication skills

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.

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 $93,660 to $213,200.

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.

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 [e-mail].

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

Deloitte's 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 there's 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.

Requisition code: 364431

Job ID 364431