Senior Advisor for US Fund and Investor Tax Reporting

On site

Full time

Your future team

The current tax reporting environment for Alternative Investment Fund (“AIF”) Managers is constantly evolving and becoming increasingly competitive and complex. Deloitte is the market leading service provider in this space.

The trend of digitalization in tax reporting is turning into mainstream and has changed client expectations, tax services and challenges for experts working in the space significantly.

Standardizing and automating the international Alternative Investment Fund (“AIF”) Investor tax reporting processes that are characterized by the variety of different local tax legislations is the challenge we want to approach with you.

Your advantages of being one of us

• Career Growth, Your Way: Access tailor-made training programs and career development opportunities, ensuring a clear progression path at your own pace.
• Inclusive, Flexible Culture: Enjoy a supportive environment where your voice is heard, with flexible working hours for seamless integration of work and life.
• Wellness and Team Spirit: Participate in wellness initiatives and team-building activities that keep your mind and body thriving.
• Build Your Network: Gain access to an exclusive alumni network and attend industry events to connect and grow your professional circle.
• Contribute to an organization driven by strong values – integrity, accountability, inclusion, and sustainable impact – serving clients and the community.
   

Your contribution to our success

• Identify complex tax issues and provide tax analyses for a variety of alternative fund clients and their affiliates
• Perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group
• Build relationships as they coordinate and communicate with the client contacts to gather information
• Train, mentor and supervise new and experienced-level staff and attend required and sector-specific training
   

Your skills

• Bachelor’s degree in accounting, finance, or other business-related field
• Licensed CPA if eligible to sit for the CPA (if not CPA eligible: Licensed Attorney, CFA/CFP)
• 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
• Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
• Knowledge of fund accounting and general ledger accounting
• Fluent in English; French and German would be considered a strong asset. 

Interested? Please submit your resume in English

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With more than 2,600 employees and 98 nationalities, Deloitte Luxembourg is one of the Grand Duchy's largest, strongest and oldest professional services firms. For 75 years, our talented teams have been serving clients in various industries delivering high added-value offerings to national and international clients in audit and assurance, consulting, financial advisory, risk advisory, tax, and related services. Deloitte Luxembourg is part of the global Deloitte network.