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Tax Manager - Financial Services Industries - Hedge Fund Tax

Full-time 4 views

In-House

Huntsville, AL, United States

Tax Manager - Financial Services Industries - Hedge Fund Tax

Attorney

Deloitte LLP

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Min 5 yrs required

Full-time

No

# Tax Manager - Financial Services Industries - Hedge Fund Tax

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 this is music to your ears, Deloitte Tax LLP has the career for you!

## Job Summary

As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. 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.

## Responsibilities

* Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
* Understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations
* Trader vs. investor determination, and identifying necessary federal, international and state investor reporting
* Detail-level review of tax workpapers, allocations and tax returns
* Performing research to advise on transactional and tax planning opportunities
* 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 their own development

## 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
* 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 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 $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.

## Job Locations

This Tax Manager position is available in the following locations:

* Alexandria, Virginia, United States
* Atlanta, Georgia, United States
* Baltimore, Maryland, United States
* Birmingham, Alabama, United States
* Boca Raton, Florida, United States
* Boston, Massachusetts, United States
* Charlotte, North Carolina, United States
* Harrisburg, Pennsylvania, United States
* Hartford, Connecticut, United States
* Hermitage, Tennessee, United States
* Huntsville, Alabama, United States
* Jacksonville, Florida, United States
* Jericho, New York, United States
* Jersey City, New Jersey, United States
* McLean, Virginia, United States
* Memphis, Tennessee, United States
* Miami, Florida, United States
* Morristown, New Jersey, United States
* Nashville, Tennessee, United States
* New York, New York, United States
* Orlando, Florida, United States
* Philadelphia, Pennsylvania, United States
* Princeton, New Jersey, United States
* Raleigh, North Carolina, United States
* Richmond, Virginia, United States
* Rosslyn,

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

Subchapter K, Wash Sale and Constructive Sale Rules, Aggregate Allocations, Trader vs. Investor Determination, Federal, International and State Investor Reporting

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

Visit and search for the requisition code 165066

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, 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)

Legal

Jul 25, 2024
Apr 11, 2024
Nov 23, 2023

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In-House

Attorney

USD
84980 to 193440
Annually

Min 5 yrs required

Full-time

Legal

Apr 11, 2024

Jul 25, 2024

Apr 11, 2024

Profile

# Tax Manager - Financial Services Industries - Hedge Fund Tax

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 this is music to your ears, Deloitte Tax LLP has the career for you!

## Job Summary

As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. 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.

## Responsibilities

* Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
* Understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations
* Trader vs. investor determination, and identifying necessary federal, international and state investor reporting
* Detail-level review of tax workpapers, allocations and tax returns
* Performing research to advise on transactional and tax planning opportunities
* 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 their own development

## 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
* 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 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 $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.

## Job Locations

This Tax Manager position is available in the following locations:

* Alexandria, Virginia, United States
* Atlanta, Georgia, United States
* Baltimore, Maryland, United States
* Birmingham, Alabama, United States
* Boca Raton, Florida, United States
* Boston, Massachusetts, United States
* Charlotte, North Carolina, United States
* Harrisburg, Pennsylvania, United States
* Hartford, Connecticut, United States
* Hermitage, Tennessee, United States
* Huntsville, Alabama, United States
* Jacksonville, Florida, United States
* Jericho, New York, United States
* Jersey City, New Jersey, United States
* McLean, Virginia, United States
* Memphis, Tennessee, United States
* Miami, Florida, United States
* Morristown, New Jersey, United States
* Nashville, Tennessee, United States
* New York, New York, United States
* Orlando, Florida, United States
* Philadelphia, Pennsylvania, United States
* Princeton, New Jersey, United States
* Raleigh, North Carolina, United States
* Richmond, Virginia, United States
* Rosslyn,



Qualification and Experience

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

Min Salary/Max Salary
USD 84980 to 193440 Annually

Additional info

Visit and search for the requisition code 165066

Company info
Apply for this Attorney job

Upload Resume:

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