Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services Industries - Hedge Fund Tax

## Position Summary

Do you have a passion for financial products and understand tax planning and returns? Are you a leader who loves a challenge and a fast-paced environment? If this sounds like you, a Tax Senior role with Deloitte’s Hedge Fund Tax practice may be the perfect career for you!

Tax Seniors in our Hedge Fund Tax practice are responsible for identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. The ideal candidate should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, aggregate allocations, trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax Seniors are also responsible for detail-level review of tax workpapers, allocations and tax returns, as well as research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group.

## The Team

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

**Required:**

- 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:**

- Advanced degree such as MST, MAcc, JD, 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

## Salary and Benefits

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 $144,300.

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.

## Recruiting Tips

Deloitte recruiters want you to feel prepared and confident as you explore opportunities with us. Here are some tips for developing a stand out resume and putting your best foot forward in the interview:

- Develop a stand out resume
- Put your best foot forward in the interview
- Leverage our diverse, equitable, and inclusive culture to bring creativity and innovation
- Take on leadership opportunities and connect and grow through mentorship
- Take advantage of on-the-job learning experiences and formal development programs

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. These include:

- A diverse, equitable, and inclusive culture that empowers our people to be who they are and bring their unique perspectives
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- On-the-job learning experiences and formal development programs
- A purpose-driven organization focused on sustainability, equity, and trust

## Our People and Culture

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. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.

## Our Purpose

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence

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Diverse, equitable, inclusive culture, employee broad range of benefits, mentorship, on-the-job learning experiences, formal development programs

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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, Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree such as MST, MAcc, JD, or LLM, Previous Big 4 experience, Subchapter K, financial products, wash sale and constructive sale rules, aggregate allocations, fund accounting and general ledger accounting

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

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Qualification and Experience Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree such as MST, MAcc, JD, or LLM, Previous Big 4 experience

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