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Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

Full-time 5 views

In-House

Birmingham, AL, United States

Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

Attorney

Deloitte LLP

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Min 8 yrs required

Full-time

No

## Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

Position Summary

Do you have a passion for financial products and understand tax planning and returns? Are you looking for a challenging and fast-paced environment? If so, then Deloitte Tax LLP is looking for a Tax Senior Manager to join their Hedge Fund Tax practice. The Tax Senior Manager will identify complex tax issues, provide tax analyses, and review tax workpapers and income tax returns for a variety of hedge fund clients.

What You’ll Do

- Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
- Perform detail-level review of tax workpapers, allocations, and tax returns
- Perform research to advise on transactional and tax planning opportunities
- Coordinate and communicate with the client contacts to gather information
- Train, mentor and supervise seniors and new and experienced-level staff
- Attend required national and sector-specific training for their own development

The Team

Deloitte Tax LLP provides professional services to the Investment Management industry. Their 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. Clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.

Qualifications

- Bachelor’s degree in accounting, finance, or other business-related field
- 8+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
- Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
- Experience working in a fast-paced, team environment
- Experience managing projects, including scheduling, budgeting, client correspondence and billing
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting

## Salary Information

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 $119,490 to $272,090.

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.

## Additional Information

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. 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. We are focused on our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

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.

## Summary

Deloitte Tax LLP is looking for a Tax Senior Manager to join their Hedge Fund Tax practice. The Tax Senior Manager will identify complex tax issues, provide tax analyses, and review tax workpapers and income tax returns for a variety of hedge fund clients.

The ideal candidate will have a Bachelor’s degree in accounting, finance, or other business-related field and 8+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns. They should have one of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP). The candidate should have a demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations.

The wage range for this role is $119,490 to $272,090, and there may be an opportunity to participate in a discretionary annual incentive program.

Deloitte is committed to creating an inclusive and equitable environment for their employees. They offer employees a broad range of benefits and provide opportunities to build new skills, take

Medical, dental, vision, life insurance, retirement, disability, flexible spending, vacation, paid time off, and other benefits

Knowledge of Subchapter K, financial products, wash sale and constructive sale rules, aggregate allocations, trader vs. investor determination, federal, international and state investor reporting

Bachelor’s degree in accounting, finance, or other business-related field

Visit the Deloitte website to learn more and apply

Qualification and Experience Bachelor’s degree in accounting, finance, or other business-related field; Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Legal

Jul 25, 2024
Apr 11, 2024
Nov 22, 2023

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In-House

Attorney

USD
119490 to 272090
Annually

Min 8 yrs required

Full-time

Legal

Apr 11, 2024

Jul 25, 2024

Apr 11, 2024

Profile

## Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

Position Summary

Do you have a passion for financial products and understand tax planning and returns? Are you looking for a challenging and fast-paced environment? If so, then Deloitte Tax LLP is looking for a Tax Senior Manager to join their Hedge Fund Tax practice. The Tax Senior Manager will identify complex tax issues, provide tax analyses, and review tax workpapers and income tax returns for a variety of hedge fund clients.

What You’ll Do

- Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
- Perform detail-level review of tax workpapers, allocations, and tax returns
- Perform research to advise on transactional and tax planning opportunities
- Coordinate and communicate with the client contacts to gather information
- Train, mentor and supervise seniors and new and experienced-level staff
- Attend required national and sector-specific training for their own development

The Team

Deloitte Tax LLP provides professional services to the Investment Management industry. Their 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. Clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.

Qualifications

- Bachelor’s degree in accounting, finance, or other business-related field
- 8+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
- Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
- Experience working in a fast-paced, team environment
- Experience managing projects, including scheduling, budgeting, client correspondence and billing
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting

## Salary Information

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 $119,490 to $272,090.

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.

## Additional Information

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. 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. We are focused on our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

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.

## Summary

Deloitte Tax LLP is looking for a Tax Senior Manager to join their Hedge Fund Tax practice. The Tax Senior Manager will identify complex tax issues, provide tax analyses, and review tax workpapers and income tax returns for a variety of hedge fund clients.

The ideal candidate will have a Bachelor’s degree in accounting, finance, or other business-related field and 8+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns. They should have one of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP). The candidate should have a demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations.

The wage range for this role is $119,490 to $272,090, and there may be an opportunity to participate in a discretionary annual incentive program.

Deloitte is committed to creating an inclusive and equitable environment for their employees. They offer employees a broad range of benefits and provide opportunities to build new skills, take



Qualification and Experience

Bachelor’s degree in accounting, finance, or other business-related field; Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Min Salary/Max Salary
USD 119490 to 272090 Annually

Additional info

Visit the Deloitte website to learn more and apply

Company info
Apply for this Attorney job

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