Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

8-8 yrs required

Full-time

No

# Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

**Position Summary**

Are you a leader passionate about financial products who understands tax planning and returns? Do you have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations? If so, Deloitte Tax LLP is looking for you! Our Hedge Fund Tax Practice is seeking a Tax Senior Manager to join our team.

**What You'll Do**

As a Tax Senior Manager, you will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. Additionally, you will perform detail-level review of tax workpapers, allocations and tax returns, as well as conduct research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. You will also build relationships while coordinating and communicating with the client contacts to gather information, as well as train, mentor and supervise seniors and new and experienced-level staff.

**The Team**

Deloitte Tax LLP provides 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**

* 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.
* 8+ 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:
* 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)
* 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
* Experience managing projects, including scheduling, budgeting, client correspondence and billing.
* Managing engagement workflow, engagement team resources, and engagement billing while providing leadership, counseling, and career guidance for the development and motivation of the engagement team.
* Strong verbal and written communication skills
* 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
* Knowledge of fund accounting and general ledger accounting

**Salary**

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 $119,490 to $272,090. 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.

Deloitte Tax LLP is searching for a Tax Senior Manager to join the Hedge Fund Tax Practice. The ideal candidate should have 8+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns, a Bachelor’s degree in accounting, finance, or other business-related field, and at least one of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, or Enrolled Agent. Additionally, the candidate should have certifications such as Chartered Financial Advisor (CFA) and Certified Financial Planner (CFP), a basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, and experience working in a fast-paced, team environment. Preferred qualifications include an advanced degree, previous Big 4 or large CPA firm experience, and knowledge of fund accounting and general ledger accounting. The wage range for this role is $119,490 to $272,090, and the candidate may also be eligible to participate in a discretionary annual incentive program.

## Benefits of Working at Deloitte

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.
* We offer opportunities to build new skills, take on leadership opportunities and connect and grow through

Diverse, equitable, and inclusive culture; broad range of benefits; opportunities to build new skills; take on leadership opportunities and connect and grow through mentorship; on-the-job learning experiences and formal development programs

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, 8+ 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 (Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent), Certifications (Chartered Financial Advisor (CFA), 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, Experience working in a fast-paced, team environment, Experience managing projects, including scheduling, budgeting, client correspondence and billing, Managing engagement workflow, engagement team resources, and engagement billing while providing leadership, counseling, and career guidance for the development and motivation of the engagement team, Strong verbal and written communication skills, Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

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