Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services Industries - Hedge Fund Tax

Deloitte is looking for a Tax Senior to join our Hedge Fund Tax team in the West Region. This role provides an excellent opportunity to join a rapidly growing practice and to work with a diverse client base in the financial services industry. 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.

## What You’ll Do

Tax Seniors will be responsible for the following:

* 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
* Research transactional and tax planning opportunities with the support of our robust Washington National Tax group
* Coordinate and communicate with the client contacts to gather information
* Train, mentor and supervise new and experienced-level staff
* Attend required Deloitte Tax LLP and sector-specific training

## Qualifications

The ideal candidate will 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 qualifications are 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 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 $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.

## Join Deloitte

Deloitte is a leading global provider of 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.

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. 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.

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.

If you are interested in joining our team, please apply to Requisition code: 165247.
For more information about Deloitte’s purpose, commitments, and impact, please visit .

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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 in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Certified Financial Advisor (CFA), Certified Financial Planner (CFP), 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

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

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