Tax Manager - Financial Services Industries - Hedge Fund Tax

Min 5 yrs required

Full-time

No

# Tax Manager - Financial Services Industries - Hedge Fund Tax

## Position Summary

Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If so, Deloitte Tax LLP has the career for you as a Tax Manager in our Hedge Fund Tax practice.

## What You’ll Do

As a Tax Manager in our Hedge Fund Tax practice, you will:

- Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
- Have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations
- Perform detail-level review of tax workpapers, allocations and tax returns
- Perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group
- Build relationships as you coordinate and communicate with the client contacts to gather information
- Train, mentor and supervise seniors and new and experienced-level staff
- Attend required national and sector-specific training for your own development

## The Team

Deloitte Tax LLP 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

Required:

- 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
- 5+ 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
- 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:

- 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 Information

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 $84,980 to $193,440.

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, including:

- Recruiting tips to help you stand out and get hired
- Benefits such as health, dental, and vision coverage
- A diverse, equitable, and inclusive culture that empowers our people to be who they are and bring their unique perspectives
- Professional development opportunities to build new skills and take on leadership opportunities
- Mentorship to help you connect and grow
- Our purpose to make an impact that matters for our clients, our people, and in our communities

## Requisition Code

165066

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Developing a stand out resume, putting your best foot forward in the interview, broad range of benefits, diverse, equitable, and inclusive culture, advancing sustainability, equity, and trust, on-the-job learning experiences, formal development programs

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Subchapter K, wash sale and constructive sale rules, financial products and related tax adjustments, aggregate allocations, trader vs. investor determination, federal, international and state investor reporting, tax planning services, preparing and reviewing client work papers and income tax returns

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

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Qualification and Experience 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, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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