Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior - Financial Services Industries - Hedge Fund Tax (Central Region Locations)

H1: Join Our Team as a Tax Senior in the Financial Services Industry!
H2: Work with Hedge Fund Clients in a Fast-Paced Environment

Bold Headlines:
- Passionate about Financial Products and Tax Planning? We Have the Perfect Career for You!
- Deloitte Tax LLP is Recruiting for Tax Seniors in the Hedge Fund Tax Practice
- Expand Your Tax Knowledge and Build Relationships with Hedge Fund Clients

Position Summary:

- Tax Senior role in the Financial Services Industry, specifically in Hedge Fund Tax
- Responsible for identifying complex tax issues and providing tax analyses for hedge fund clients
- Must have a solid understanding of Subchapter K, financial products, and aggregate allocations
- Opportunity to work in a fast-paced and challenging environment

Job Responsibilities:

- Identify and analyze complex tax issues for hedge fund clients and their affiliates
- Review tax workpapers, allocations, and tax returns in detail
- Conduct research to advise on transactional and tax planning opportunities with support from Washington National Tax group
- Build relationships and communicate with client contacts to gather information
- Train, mentor, and supervise new and experienced staff
- Attend required Deloitte Tax LLP and sector-specific training

The Team:

- Deloitte Tax LLP is a global leader 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
- Clients include hedge funds, private equity, family offices, mutual funds, and other investment managers

Qualifications:

Required:

- Ability to work in a hybrid work model, requiring in-person co-location 2-3 days per week
- 3+ years of 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, attorney, enrolled agent, or other relevant certifications
- Ability to travel up to 25% based on work and client needs

Preferred:

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

Salary Information:

- Wage range for this role is $63,420 to $126,620, taking into account factors such as skill sets, experience, and certifications
- Eligible for participation in a discretionary annual incentive program, subject to program rules and performance

Benefits:

- Deloitte values its employees and offers a broad range of benefits
- Opportunities for professional development, mentorship, and leadership growth
- Inclusive and diverse culture that encourages individuality and innovation

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Committed to sustainability, equity, and trust in our work and communities
- Focused on creating a more equitable society through our actions and commitments

Professional Development:

- Deloitte offers opportunities for employees at all levels to continue learning and growing
- From on-the-job experiences to formal development programs, there are a variety of opportunities to advance your career

Join Our Team:

- Deloitte Tax LLP is a subsidiary of Deloitte LLP and is committed to providing equal employment opportunities
- All qualified applicants will receive consideration for 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, tax returns, Subchapter K, wash sale rules, constructive sale rules, aggregate allocations, trader vs. investor determination, federal and state investor reporting, detail-level review, research, transactional and tax planning, relationship building, training, mentoring, supervision, sector-specific training, hybrid work model, travel, communication, fund accounting, general ledger accounting

Bachelor's degree in accounting, finance, or other business-related field; advanced degree such as Masters of Tax, JD, and/or LLM 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; CPA, attorney, enrolled agent, CFA, CFP certifications

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