State Income and Franchise - Investment Management Tax Manager - Multistate

Deloitte
Milwaukee, Wisconsin, US
$95.9K-$203.1K a year
Full-time

Position Summary

Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and / or hedge fund clients?

If you are ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology this may be the right role for you!

We are looking for an innovative, analytical Manager who is ready to handle new challenges and join one of the largest Multistate Tax practices in the world.

Recruiting for this role ends on May 31, 2025

What You’ll Do

As a Manager, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client set.

You will work directly with the client, be responsible for the tax engagement team, have access to a collaborative 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.

Your responsibilities will include :

  • Lead strong client relationships on tax consulting engagements
  • Advising clients on issues including partnership and corporate state / local tax returns with attention to multistate tax issues
  • Coordinating with clients’ internal tax leadership
  • Substantive review of estimated payment, withholding and composite tax calculations, investor packages and tax return compliance
  • Researching and analyzing state tax legislation for applicability to clients
  • Leading engagement workflow and supervising consultants and interns on assigned engagements
  • Mentorship and development of talent in a diverse and inclusive workplace

The Team

Deloitte’s Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our professionals include former state tax auditors / administrators and technology personnel with numerous years of multistate tax experience.

The Investment Management industry specialized professionals will collaborate with Multistate Tax Services professionals with a variety of expertise to holistically serve our clients’ state and local tax needs.

Our Multistate Tax Service’s overall practice includes state income and franchise tax for a wide variety of industries, 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

  • 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
  • 5+ years’ experience in state income and franchise tax or federal tax, pass-through, tax research, and corporate tax returns
  • 4+ years’ experience providing tax planning services and 2+ years’ experience with investment management or partnership taxation
  • Bachelor's degree in accounting, finance, or related field
  • One of the following active accreditations obtained : Licensed CPA in state of practice / primary office if eligible to sit for the CPAIf not CPA eligible : Licensed attorneyEnrolled Agent
  • Ability to travel up to 10%, on average, based on the work you do and the clients and industries / sectors you serve

Preferred

  • Public Accounting experience
  • Excellent research and writing skills
  • Excellent presentation and communications skills
  • Management experience
  • 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 $95,900 to $203,060.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 :

mtstax Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Our people and culture

Our diverse, equitable, and 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 ideas and perspectives, and bring more creativity and innovation to help solve our client 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 clients, our people, and in our communities.

We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day.

It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. 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.

6 days ago
Related jobs
Deloitte
Milwaukee, Wisconsin

Our team’s overall practice specific services include investment management services, 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. Are you ...

BDO
Milwaukee, Wisconsin

Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Managers, Se...

PwC US Tax LLP
Milwaukee, Wisconsin

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. SummaryA career in our F...

BDO
Milwaukee, Wisconsin

Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties. In this role, the STS SALT Manager will be charged with marketing, networking and business develop...

U.S. Bank
Milwaukee, Wisconsin

The Corporate Audit Services Senior Audit Manager – Money Movement and Global Treasury Management supports the Audit Directors, Senior Audit Directors and Chief Audit Executive, in providing the Audit Committee and senior management with independent assurance and advisory services designed to evalua...

CIBC
WI, Wisconsin, Virtual

Design content for training curriculum, materials and communication in alignment with change management policy, standards and process documents. Deliver training and communication to raise awareness and educate impacted colleagues on change management requirements across business and stakeholder gro...

RSM
Milwaukee, Wisconsin

Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and n...

PricewaterhouseCoopers Advisory Services LLC
Milwaukee, Wisconsin
Remote

SummaryA career in our Service Management practice, within Cloud Computing and Networking services, will provide you with the opportunity to focus on the joint business relationship between PwC and Google, HP, Microsoft, Oracle, SAP, and other cloud based platforms to bring new and innovative servic...

U.S. Bank
Milwaukee, Wisconsin

Responsibility for supporting the implementation and execution of centralized and distributed audit strategies across internal audit, challenging and monitoring the internal audit plan, and supporting the development of the internal audit opinion on the adequacy and effectiveness of the risk managem...

PwC US Tax LLP
Milwaukee, Wisconsin

You’ll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the o...