Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

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

Tax Seniors in the Hedge Fund Tax practice at Deloitte Tax LLP are responsible for providing tax planning services and preparing and reviewing client work papers and income tax returns for a variety of hedge fund clients and their affiliates. The same job is available in 29 locations across the US.

**Qualifications:**

- 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
- 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Bachelor’s degree in accounting, finance, or other business-related field
- One of the following accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

**Preferred Qualifications:**

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 experience
- 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
- Strong verbal and written communication skills
- Knowledge of fund accounting and general ledger accounting

**Compensation:**

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 $63,420 to $126,620.

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.

## Overview

Deloitte Tax LLP is a global leader in providing professional services to the Investment Management industry. The 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.

Tax Seniors in the Hedge Fund Tax practice at Deloitte Tax LLP are responsible for identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. The same job is available in 29 locations across the US.

The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. They should also have knowledge of trader vs. investor determination, and identifying necessary federal, international and state investor reporting.

Tax Seniors in the Hedge Fund Tax practice 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 Deloitte's robust Washington National Tax group. They 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 Deloitte Tax LLP and sector-specific training.

## Qualifications

Tax Seniors in the Hedge Fund Tax practice at Deloitte Tax LLP should have the following qualifications:

- 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
- 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Bachelor’s degree in accounting, finance, or other business-related field
- One of the following accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

The following are preferred qualifications:

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 experience
- 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
- Strong verbal and written communication skills
- Knowledge of fund accounting and general ledger accounting

Diverse, equitable, and inclusive culture, broad range of benefits, opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship, on-the-job learning experiences to formal development programs

Ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, Bachelor’s degree in accounting, finance, or other business-related field, One of the following accreditations obtained, in process, or willing and able to obtain Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, CFA, CFP, Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Bachelor’s degree in accounting, finance, or other business-related field, One of the following accreditations obtained, in process, or willing and able to obtain Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, CFA, CFP

Visit

Qualification and Experience Bachelor’s degree in accounting, finance, or other business-related field, One of the following accreditations obtained, in process, or willing and able to obtain Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, CFA, CFP

Legal