Talent.com
Tax Senior, Private Equity

Tax Senior, Private Equity

DeloitteMilwaukee, WI, 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 • Milwaukee, WI, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Washington National Tax Controversy Senior

    Washington National Tax Controversy Senior

    DeloitteMilwaukee, WI, US
    serp_jobs.job_card.full_time
    Are you experienced in federal interest computations? Would you like to assist in resolving federal interest matters involving a vast array of taxpayers and industries? Do you enjoy legal research ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitFRANKSVILLE, WI, 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 Partner

    Tax Partner

    Hawkins Ash CPAs, LLPMequon, WI, US
    serp_jobs.job_card.full_time
    At Hawkins Ash CPAs, we place value on.We celebrate and encourage both personal and professional growth and empower leaders. We cultivate and preserve a strong culture of inclusivity – where e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior Manager / Director

    Tax Senior Manager / Director

    Solid Rock Recruiting LLCMilwaukee, WI, US
    serp_jobs.job_card.full_time
    Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Manager, Tax

    Senior Manager, Tax

    RelativityMilwaukee, WI, United States
    serp_jobs.job_card.full_time
    Join our dynamic Tax team, where strategic thinking meets operational excellence.As a Senior Manager, Tax, you'll lead a high-performing group responsible for delivering accurate and timely tax pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Indirect Tax Senior Analyst

    Indirect Tax Senior Analyst

    Modine Manufacturing CompanyRacine, WI, US
    serp_jobs.job_card.full_time
    At Modine, we are engineering a cleaner, healthier world.Building on more than 100 years of excellence in thermal management, we provide trusted systems and solutions that improve air quality and c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Partnership Tax, Manager / Director

    Partnership Tax, Manager / Director

    CliftonLarsonAllenMilwaukee, WI, US
    serp_jobs.job_card.full_time
    Partnership Tax Manager Or Director.CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities thro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager (Onsite / Hybrid)

    Tax Manager (Onsite / Hybrid)

    Solid Rock Recruiting LLCMilwaukee, WI, US
    serp_jobs.job_card.full_time
    Tax Manager – Public Accounting.Public Accounting Firms Only | CPA Preferred or Required.Compensation : $125,000 – $180,000+ (depending on experience). Are you a Tax Manager (or ready to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Alternative Investments Tax Analyst

    Alternative Investments Tax Analyst

    U.S. BancorpMilwaukee, WI, US
    serp_jobs.job_card.full_time
    The Fund Administration practice of U.Bank Global Fund Services (USGFS) provides value-added services to a robust and rapidly growing client base, which includes mutual funds, hedge funds, private ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Tax Senior

    Remote Tax Senior

    Solid Rock Recruiting LLCMilwaukee, WI, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Remote Tax Senior | Public Accounting Firm.Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Senior Associate, Private Equity Fund Services

    Senior Associate, Private Equity Fund Services

    Baker Tilly Advisory Group, LPUSA, Wisconsin, Milwaukee
    serp_jobs.job_card.full_time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert

    Tax Expert

    IntuitSAUKVILLE, WI, 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
    Senior Tax Director

    Senior Tax Director

    Regal RexnordMilwaukee, WI, US
    serp_jobs.job_card.full_time
    Regal Rexnord is excited to share that we are hiring a Senior Tax Director to join our Global Tax team based in either Milwaukee or Rosemont. This is a critical function within Regal Rexnord and wil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Director

    Tax Director

    Associated Banc-CorpMilwaukee, WI, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior Manager, Core Tax Services

    Tax Senior Manager, Core Tax Services

    BDO USAMilwaukee, WI, US
    serp_jobs.job_card.full_time
    The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Performs tax planning, preparation and re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior, Registered Investment Companies (RICs)

    Tax Senior, Registered Investment Companies (RICs)

    Cohen & CompanyMilwaukee, WI, US
    serp_jobs.job_card.full_time
    Senior On Our Registered Investment Company (RIC) Tax Team.Are you a tax professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    State Income Tax Senior Open Location

    State Income Tax Senior Open Location

    USA JobsMilwaukee, WI, US
    serp_jobs.job_card.full_time
    Location : Anywhere in the Country.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever y...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    Associate, Private Equity Fund Services

    Associate, Private Equity Fund Services

    Baker Tilly Advisory Group, LPUSA, Wisconsin, Milwaukee
    serp_jobs.job_card.full_time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days