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Tax Senior - Financial Services Industries - Hedge Fund Tax

Full-time 4 views

In-House

Sacramento, CA, United States

Tax Senior - Financial Services Industries - Hedge Fund Tax

Attorney

Deloitte LLP

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Min 3 yrs required

Full-time

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#Tax Senior - Financial Services Industries - Hedge Fund Tax

Do you want to work with the global leaders in providing professional services to the Investment Management industry? Deloitte Tax LLP is looking for a Tax Senior to join our Hedge Fund Tax practice. As part of our team, you will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates.

##Job Responsibilities

As a Tax Senior, your job responsibilities will include:

* Identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates
* Having a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations
* Determining trader vs. investor status
* Identifying necessary federal, international and state investor reporting
* Performing detail-level review of tax workpapers, allocations and tax returns
* Performing research to advise on transactional and tax planning opportunities
* Building relationships and coordinating and communicating with client contacts
* Training, mentoring and supervising new and experienced-level staff
* Attending required Deloitte Tax LLP and sector-specific training

##Qualifications

To be considered for this role, you must 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 but not required:

* 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

##Compensation

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

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

##Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

##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. Learn more about our inclusive culture.

##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 in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

##Professional Development

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.

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

Developing a stand out resume, putting your best foot forward in the interview, diverse, equitable, and inclusive culture, leveraging different ideas and perspectives, and bring more creativity and innovation, broad range of benefits, creating trust and confidence in a more equitable society, opportunities to build new skills, take on leadership opportunities, connect and grow through mentorship, on-the-job learning experiences, formal development programs, and continue to grow throughout their career

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, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Ability to travel up to 25%, on average, 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

Visit Deloitte's website to apply

Legal

Aug 06, 2024
Apr 23, 2024
Dec 10, 2023

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In-House

Attorney

USD
63420 to 144300
Annually

Min 3 yrs required

Full-time

Legal

Apr 23, 2024

Aug 06, 2024

Apr 23, 2024

Profile

#Tax Senior - Financial Services Industries - Hedge Fund Tax

Do you want to work with the global leaders in providing professional services to the Investment Management industry? Deloitte Tax LLP is looking for a Tax Senior to join our Hedge Fund Tax practice. As part of our team, you will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates.

##Job Responsibilities

As a Tax Senior, your job responsibilities will include:

* Identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates
* Having a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations
* Determining trader vs. investor status
* Identifying necessary federal, international and state investor reporting
* Performing detail-level review of tax workpapers, allocations and tax returns
* Performing research to advise on transactional and tax planning opportunities
* Building relationships and coordinating and communicating with client contacts
* Training, mentoring and supervising new and experienced-level staff
* Attending required Deloitte Tax LLP and sector-specific training

##Qualifications

To be considered for this role, you must 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 but not required:

* 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

##Compensation

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

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

##Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

##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. Learn more about our inclusive culture.

##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 in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

##Professional Development

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.

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

Min Salary/Max Salary
USD 63420 to 144300 Annually

Additional info

Visit Deloitte's website to apply

Company info
Apply for this Attorney job

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