Tax Job Info Sharing: Deloitte Experienced Hire

Investment Management (Tax)

Deloitte Tax LLP

National Federal Tax Services (NFTS)

Partnership Solutions Group (PSG)


Tax Senior Manager (Investment Management)


NFTS Overview:


National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings.  Each NFTS service offering was developed and built as a result of a tax planning idea, a marketplace need or a technological innovation ‑ all with the purpose of delivering results for our Clients.  Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality.  NFTS service lines are national practices that provide tax planning and compliance support for the largest organizations across all industries.  Many of the groups within NFTS travel frequently to client locations throughout the country and interact directly with tax executives.  NFTS professionals also work with local office professionals to deliver high value, large projects to our clients across the US.  Within NFTS, our people can become subject matter experts at an early stage in their career or have a more diverse experience.  In addition to client service, our professionals actively participate in marketplace activities, recruiting, and process and technology innovation.  From day 1, the people who join NFTS realize that they are part of a unique team, one that challenges its people to innovate and make a difference for their practice.  If you are entrepreneurial in spirit, want to add value and help grow a business, enjoy working on large projects and teaming, NFTS is the place for you.


PSG Overview:


Partnership Solutions Group (“PSG”) is a division of National Federal Tax Services (“NFTS”) and is one of the fastest growing practice groups in all of Deloitte Tax.  PSG’s practice is split into two primary areas: Investment Management (“IM”) and Energy, Real Estate, and Other Industries (“ERO”).  In the IM practice, PSG professionals use proprietary technologies to assist financial services clients in the streamlining of their tax compliance processes, especially with respect to partnership-specific tax calculations, allocations through tiered partnership structures, and Schedule K‑1 preparation.  IM professionals deliver their services using our proprietary Internet-based Process and Compliance System (“iPACS”).  In the ERO practice, PSG professionals counsel privately held and publicly traded partnerships across the United States on a wide range of federal tax issues involving mergers, acquisitions, divestitures, initial public offerings, post-offering compliance, and process design and improvement.  Industries served by the ERO practice include energy (e.g., oil and gas), real estate, telecom, healthcare, media/entertainment, and financial services (e.g., asset management, private equity, and venture capital).




As a Tax Senior Manager on our PSG IM team, you will work closely with both your engagement teams and Partners/Principals/Directors to provide the day-to-day management of federal tax projects through ultimate delivery to the client. Primary responsibilities include leading multiple client engagements through effective leverage to teams in different offices in the U.S. and India, managing one or more practice-wide or organization-wide initiatives, and providing strategic thought leadership. PSG Tax Senior Managers work closely with Partners/Principals/Directors and support them in their role to identify new opportunities in the marketplace, to manage client accounts and project economics, and to lead on-going innovation and strategic initiatives. PSG Tax Senior Managers on the IM team are expected to have proven, extensive project management and leadership skills and have developed their reputation in a particular industry or service offering.


PSG Tax Senior Managers are also responsible for the development and motivation of engagement staff and managers. PSG Tax Senior Managers are expected to provide leadership, counseling, and career guidance, and are expected to address issues related to work/life fit and retention of their engagement teams.



  • Eight or more years’ federal tax experience required; partnership tax experience preferred
  • Bachelor’s degree in accounting, finance, or other business-related field required; advanced degree preferred (e.g., MST or JD)
  • CPA, enrolled agent, or other appropriate certification required
  • Big 4 experience or comparable a plus
  • Strong research and communication skills (both written and oral)
  • Strong executive presence and ability to participate in strategic planning initiatives
  • Highly disciplined and comfortable in a fast-paced environment
  • Willing to travel


Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting, and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world’s most well-known and respected companies, including more than 75 percent of the Fortune 100.

At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you’ll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients’ will be heard.

About Deloitte

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