Find Your Place @ Deloitte Tax: A Behind-the-Scenes Look at the Investment Management Industry

During my 20+ year tenure with the firm I have had the opportunity to work in various offices covering multiple industries. I am currently a member of the Transaction & Integration Services Practice where I focus on planning for consolidated group transactions, integration and separation, attribute maximization, and in and out-of-court restructurings. I am also the Chief Purpose & DEI Officer for Deloitte Tax. In this role, I am actively engaged in our overall inclusion and social impact efforts, including identifying and actioning ways to make our profession more diverse, inclusive, and equitable, while also ensuring that our Purpose priorities help drive our commitments.

Jessica is the Tax Managing Partner in Denver for Deloitte Tax. She also serves as the Central Regional Tax Talent Leader and leads Deloitte Tax’s Purpose and DEI programming nationally. Her practice is broadly focused and includes advising public companies including multinational corporations, large and small private corporations, and closely held private enterprises. Her primary focus includes the manufacturing and consumer product industries but also serves clients in a variety of other industries including technology, energy, construction, financial services and utilities. She specializes in tax accounting, global tax planning and tax operations strategy, reorganization and restructuring transactions. Jessica is also a frequent speaker on tax technical matters and is an experienced facilitator of Deloitte’s Executive transition lab experience. She sits on the Board of Directors for Warren Village and Boy Scouts of America Greater Colorado Council.

Matt is the Central Region Leader of the Multistate Tax Pass-through Competency and Multistate Investment Management Practice. He led the Chicago Multistate Tax practice, which has over 125 dedicated Multistate professionals, before he stepped aside to lead one of the largest Investment Management clients of the Firm. He has been specializing in state and local income and franchise taxes in public accounting for over 20 years. Although Matt specializes in Investment Management, he has served a diversified base of clients over the years in a variety of industries which compliments his current client base. His experience includes working with both private and public companies involving corporations and pass-through entities including limited liability companies, partnerships and S corporations. He regularly provides his clients accounting for income tax assistance, as well as providing state audit defense. Matt is also a frequent speaker on state tax matters.

Fanny is a partner in Deloitte’s Business Tax Services practice based in Seattle, WA and has spent her entire career at Deloitte. She is focused on investment management and serves clients throughout the west coast region. Fanny serves as the tax inclusion leader for the Seattle office where she is active in leading DE&I initiatives, she also serves on several boards where she provides thoughtful leadership to non-profit entities. Fanny loves to run and enjoys exploring with her family and their new puppy.

Fiona Pan is a Senior Manager in the Multistate Tax practice at Deloitte and is based in New York, NY. She is primarily focused on pass-through state income tax compliance engagements and specialized in investment management industry. She has experiences in multistate tax for some of the largest private equity, credit lending and mortgage REITs clients. She is a trusted client advisor whose clients and colleagues reach out to on a daily basis for her assistance with complicated state tax filing and planning issues.

Dominic is a Tax Partner in the San Jose office and has spent almost 30 years serving firms in the Private Equity/Venture Capital space. He consults with investment firms to provide tax efficient ideas for onshore and offshore investment vehicles including formation and structuring, inbound/outbound acquisition and disposition analysis, and equity/debt financing arrangements. He was previously the West Region Diversity & Inclusion leader for the Deloitte Tax practice.