Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services - Hedge Fund

This position is ideal for a leader passionate about financial products and tax planning with a deep understanding of Subchapter K, wash sale and constructive sale rules, and aggregate allocations. The Tax Senior will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates.

## Job Responsibilities

* Provide tax planning services or prepare and review client work papers and income tax returns
* Perform detail-level review of tax workpapers, allocations and tax returns
* Perform research to advise on transactional and tax planning opportunities
* Build relationships and 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

* 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
* Accreditations such as Licensed CPA in state of practice/primary office, Licensed attorney or Enrolled Agent
* Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP)
* Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
* Strong verbal and written communication skills
* Knowledge of fund accounting and general ledger accounting
* 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 or large CPA firm experience

## Salary Range

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.

## 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, contribute their unique perspectives, and make a difference individually and collectively
* Leveraging different ideas and perspectives to bring more creativity and innovation
* Developing new skills through on-the-job learning experiences and formal development programs
* Taking on leadership opportunities and connecting and growing through mentorship
* A purpose to make an impact that matters for our clients, our people, and in our communities

Deloitte is an equal opportunity employer. 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, or any other legally protected basis, in accordance with applicable law.

Broad range of benefits, annual incentive program

Tax planning services, preparing and reviewing client work papers and income tax returns, Subchapter K related to hedge fund structures, financial products and related tax adjustments, aggregate allocations, trader vs. investor determination, federal, international and state investor reporting, tax analyses, tax workpapers, allocations and tax returns, transactional and tax planning opportunities, detail-level review of tax workpapers, coordinate and communicate with the client contacts, train, mentor and supervise new and experienced-level staff, attend required Deloitte Tax LLP and sector-specific training

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

Online application

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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