Tax Manager - Financial Svcs-Hedge Fund Tax

Min 5 yrs required

Full-time

No

Summary:

Salary: $84,980 to $193,440 (range estimate, may vary based on location and experience)
Job Title: Tax Manager - Financial Services Hedge Fund Tax
Experience: 5+ years in tax planning or preparing/reviewing tax work papers and returns
Locations: 22 locations across the US
Department: Hedge Fund Tax
Headings: Tax Manager Financial Services Hedge Fund Tax
H1: Tax Manager - Financial Services Hedge Fund Tax (East Region City Locations)
H2: Tax Manager Job Description
SEO: Tax Manager, Financial Services, Hedge Fund Tax, Tax Planning, Tax Work Papers, Tax Returns, Subchapter K, Wash Sale Rules, Constructive Sale Rules, Aggregate Allocations, Trader vs. Investor Determination, Federal Reporting, International Reporting, State Reporting, Deloitte Tax LLP

- Passionate individual with a solid understanding of Subchapter K related to hedge fund structures, financial products, and tax adjustments.
- Responsible for identifying complex tax issues and providing tax analyses for hedge fund clients and their affiliates.
- Performs detail-level review of tax workpapers, allocations, and tax returns.
- Researches and advises on transactional and tax planning opportunities with the support of the Washington National Tax group.
- Builds and maintains relationships with clients and coordinates with client contacts to gather information.
- Trains, mentors, and supervises staff at various levels.
- Attend required national and sector-specific training for professional development.
- Co-locates in person 2-3 days per week in a hybrid work model.
- 5+ years of experience in tax planning or preparing/reviewing tax work papers and returns.
- Bachelor's degree in accounting, finance, or a related field.
- Familiarity with Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations.
- Experience working in a fast-paced, team environment.
- Experience managing projects, including scheduling, budgeting, client correspondence, and billing.
- Strong communication skills, both verbal and written.
- Ability to travel up to 25%.
- Active CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP preferred.
- Advanced degree and previous experience at a Big 4 or large CPA firm also preferred.
- Knowledge of fund accounting and general ledger accounting a plus.
- Deloitte Tax LLP is a global leader in providing professional services to the Investment Management industry.
- Provides a broad range of tax services to a variety of Investment Management companies.
- Clients include investment advisers and administrators from every sector of the industry.
- Deloitte values diversity, equity, and inclusion in its culture and empowers employees to contribute their unique perspectives.
- Purpose is to make an impact that matters for clients, employees, and communities.
- Committed to advancing sustainability, equity, and trust in society.
- Offers opportunities for professional development, mentorship, and leadership growth.
- Equal opportunity employer.
- Requisition code: 182212.

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Tax Planning, Tax Return Preparation, Tax Workpaper Review, Subchapter K, Financial Products, Wash Sale Rules, Constructive Sale Rules, Aggregate Allocations, Trader vs. Investor Determination, Federal Reporting, International Reporting, State Reporting, Project Management, Scheduling, Budgeting, Client Correspondence, Billing, Verbal Communication, Written Communication, Travel, Accreditation, CPA, Attorney, Enrolled Agent, CFA, CFP, Fund Accounting, General Ledger Accounting

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

Interested applicants can apply through the Deloitte careers website.

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