Talent.com
Tax Senior, Private Equity

Tax Senior, Private Equity

DeloitteSacramento, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Tax Senior

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 you're 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, 2026.

What You'll 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.

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
  • 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • Experience with investment management or partnership taxation
  • Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
  • Bachelor's degree in Accounting, Finance, or other business-related field
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries / sectors you serve
  • 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
  • Experience working in a fast-paced, team environment
  • Strong verbal and written communication 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 $66,570 to $151,580.

    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.

    Information for applicants with a need for accommodation :

    Btstax fsitax

    serp_jobs.job_alerts.create_a_job

    Tax Senior • Sacramento, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Tax Accountant - 2+ Yrs Paid Tax Experience Required (Newcastle)

    Tax Accountant - 2+ Yrs Paid Tax Experience Required (Newcastle)

    IntuitNewcastle, CA, United States
    serp_jobs.job_card.full_time
    Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United St...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    CyberCodersFolsom, CA, US
    serp_jobs.job_card.full_time
    Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software. We are an independent investment fi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Director - Financial Services State and Local Tax (SALT)

    Tax Director - Financial Services State and Local Tax (SALT)

    EisnerAmperSacramento, CA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    International Tax Senior Consultant, Global Trade Advisory

    International Tax Senior Consultant, Global Trade Advisory

    DeloitteSacramento, CA, US
    serp_jobs.job_card.full_time
    Senior Consultant, Global Trade Advisory.Do you enjoy providing powerful business solutions to some of the worlds most well-known and respected companies, including more than 75 percent of the Fort...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior Associate, R&D

    Tax Senior Associate, R&D

    JobotSacramento, CA, United States
    serp_jobs.job_card.full_time
    Lead Complex Tax Credit Projects with a National Consulting Leader.This Jobot Job is hosted by : Kat Lawrence.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Global Fund Tax Director - Alts & Digital Assets

    Global Fund Tax Director - Alts & Digital Assets

    Franklin ResourcesRancho Cordova, CA, US
    serp_jobs.job_card.full_time
    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    REMOTE Tax Manager

    REMOTE Tax Manager

    JobotSacramento, CA, United States
    serp_jobs.job_card.full_time
    Top 200 CPA Firm - Remote role focused on Real Estate & Construction clients!.This Jobot Job is hosted by : Stephen Brainerd. Are you a fit? Easy Apply now by clicking the "Apply" button and sending...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Tax Professional - 2 Yrs Paid Tax Experience Required

    Senior Tax Professional - 2 Yrs Paid Tax Experience Required

    IntuitWest Sacramento, CA, United States
    serp_jobs.job_card.full_time
    Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United Sta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Tax Expert

    Tax Expert

    IntuitNewcastle, CA, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitNewcastle, CA, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitWEST SACRAMENTO, California, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitMARYSVILLE, California, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Financial Services Tax Manager

    Financial Services Tax Manager

    EisnerAmperSacramento, CA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Tax Senior / Tax Manager

    Tax Senior / Tax Manager

    GpacSacramento, California, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Your responsibilities will include offering expert tax advice, ensuring adherence to tax regulations, and helping clients achieve their financial objectives. We seek a seasoned and committed Tax Sen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager - Transfer Pricing

    Senior Tax Manager - Transfer Pricing

    EisnerAmperSacramento, CA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitMarysville, CA, United States
    serp_jobs.job_card.full_time
    Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United St...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior Consultant- SAP Global Trade Services

    Tax Senior Consultant- SAP Global Trade Services

    DeloitteSacramento, CA, US
    serp_jobs.job_card.full_time
    As a practitioner within Deloitte's Global Trade Advisory Practice, you'll have the opportunity to help clients get the most from their SAP investments-and help position businesses for the evolving...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Tax Accountant - 2 Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2 Yrs Paid Tax Experience Required

    IntuitNewcastle, CA, United States
    serp_jobs.job_card.full_time
    Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United Sta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Senior Tax Manager - National Office (JD Required)

    Senior Tax Manager - National Office (JD Required)

    EisnerAmperSacramento, CA, United States
    serp_jobs.job_card.full_time
    EisnerAmper is seeking a Senior Manager to join our National Tax Office.We are seeking someone who thrives in a growing environment, while providing clients with exceptional services.This individua...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Accountant

    Senior Tax Accountant

    TradeJobsWorkForce95820 Sacramento, CA, US
    serp_jobs.job_card.full_time
    Senior Tax Accountant Job Duties : Files federal , state, and local tax documents by preparing property t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30