Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

Job Title: Tax Senior - Financial Services Industries - Hedge Fund Tax (Central Region Locations)
Experience: 3+ years
Salary Range: $63,420 - $126,620
Job Availability: 29 locations

Position Summary:

- Seeking a leader with a passion for financial products and tax planning in the Hedge Fund industry
- Responsible for identifying complex tax issues and providing tax analyses for hedge fund clients and their affiliates
- Must have a solid understanding of Subchapter K, financial products, and aggregate allocations
- Will review tax workpapers, allocations, and returns and perform research with support from the Washington National Tax group
- Build relationships with clients and train, mentor, and supervise staff

The Team:

- Global leaders in providing professional services to the Investment Management industry
- Comprised of over 1,400 partners, principals, and employees providing tax services to a broad range of Investment Management companies

Qualifications:

Required:

- Ability to work in a hybrid model, co-locating in-person 2-3 days per week
- 3+ years of experience in tax planning or preparing and reviewing tax workpapers and returns
- Bachelor's degree in accounting, finance, or related field
- Licensed CPA, attorney, enrolled agent, or certifications such as CFA or CFP
- Ability to travel up to 25% based on client and industry/sector needs

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous experience at a Big 4 firm
- Knowledge of Subchapter K, financial products, and aggregate allocations
- Experience in a fast-paced, team environment
- Strong communication skills and knowledge of fund accounting and general ledger accounting

Salary Information:

- Wage range takes into account factors such as skill sets, experience, licensure/certifications, and organizational needs
- Estimate range is $63,420 - $126,620
- Eligible for discretionary annual incentive program based on individual and organizational performance

Benefits:

- Deloitte values its employees and offers a broad range of benefits
- Learn more about what working at Deloitte can mean for you

Our People and Culture:

- Diverse, equitable, and inclusive culture empowers individuals to contribute their unique perspectives and make a difference
- Enables leveraging of different ideas and perspectives to bring creativity and innovation to solve complex challenges
- Deloitte is committed to sustainability, equity, and trust in its purpose and core commitments

Professional Development:

- Opportunities for employees at all levels to continue learning and growing
- Formal and on-the-job development programs available
- Mentorship opportunities to connect and grow throughout one's career

Deloitte:

- Deloitte Tax LLP is a subsidiary of Deloitte LLP
- Equal opportunity employer, offering employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status
- Requisition code: 182875

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Tax Planning, Financial Products, Subchapter K, Wash Sale Rules, Constructive Sale Rules, Aggregate Allocations, Trader vs. Investor Determination, Federal Tax Reporting, International Tax Reporting, State Tax Reporting, Transactional Tax Planning, Team Management, Training, Mentoring, Supervision, Fund Accounting, General Ledger Accounting, Incentive Program, Accommodation, Recruiting Tips, Benefits, Diversity, Equity, Inclusion, Professional Development, Career Growth.

Bachelor's degree in Accounting, Finance, or other business-related field. Advanced degree preferred.

tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. information for applicants with a need for accommodation:



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Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field. Licensed CPA, attorney, enrolled agent, or certified financial advisor/planner preferred. Advanced degree such as Masters of Tax, JD, and/or LLM a plus. 3+ years of experience in tax planning, preparing and reviewing tax workpapers and income tax returns. Understanding of Subchapter K, financial products, and wash sale and constructive sale rules. Strong verbal and written communication skills. Ability to travel up to 25%.

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