Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

Salary Information:

The salary range for this role is $63,420 to $144,300 per year, depending on qualifications and experience. This range takes into account factors such as skill set, experience and training, licensure and certifications, and other business and organizational needs. 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 based on the individual's unique circumstances and qualifications.

Job Title:

Tax Senior - Financial Services - Hedge Fund

Experience Information:

- 3+ years of 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
- Familiarity with Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations
- Knowledge of fund accounting and general ledger accounting
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Active accreditation as a CPA, licensed attorney, enrolled agent, or certification as a CFA or CFP preferred
- Advanced degree such as Masters of Tax, JD, and/or LLM preferred
- Previous experience at a Big 4 or large CPA firm preferred

Position Summary:

- Seeking a leader with a passion for financial products and tax planning in the hedge fund industry
- Responsible for identifying complex tax issues and providing tax analyses for hedge fund clients
- Must have solid understanding of Subchapter K, financial products, and aggregate allocations
- Will perform detail-level review of tax workpapers and allocations, as well as research and advise on tax planning opportunities
- Must be able to co-locate in person 2-3 days per week in a hybrid work model
- Will also train, mentor, and supervise staff and attend required training
- Opportunity to work with a global leader in providing professional services to the Investment Management industry

The Team:

- Comprised of over 1,400 partners, principals, and employees providing tax services to a broad range of Investment Management companies
- Clients include hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers

Qualifications:

Required:

- Ability to work in a hybrid work model that requires co-locating in person 2-3 days per week
- 3+ years of experience in tax planning or preparing and reviewing tax workpapers and returns
- Bachelor's degree in accounting, finance, or other business-related field
- Familiarity with Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations
- Knowledge of fund accounting and general ledger accounting
- Ability to travel up to 25%
- Active accreditation as a CPA, licensed attorney, enrolled agent, or certification as a CFA or CFP preferred

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous experience at a Big 4 or large CPA firm
- Strong verbal and written communication skills

Benefits:

- Deloitte values its employees and offers a broad range of benefits
- Opportunities for professional development and growth through mentorship and training programs
- Diverse, equitable, and inclusive culture that empowers employees to contribute their unique perspectives and make a difference

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, employees, and communities
- Focus on sustainability, equity, and trust through core commitments
- Create a more equitable society through our work

Professional Development:

- Opportunities for all employees to continue learning and growing throughout their career
- From on-the-job learning to formal development programs
- Mentorship and leadership opportunities

Deloitte Tax LLP:

- A subsidiary of Deloitte LLP
- Equal opportunity employer
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status
- Requisition code: 181987

Not specified

Eligible for discretionary annual incentive program; Accommodation for applicants with disabilities.

Not specified

Tax planning, Tax returns, Subchapter K, Wash sale rules, Constructive sale rules, Aggregate allocations, Transactional tax planning, Investment Management, Fund accounting, General ledger accounting, Travel, Accounting, Finance, Business-related field, Verbal and written communication, Leadership, Mentoring, Research, Compliance, Regulatory changes, Competition, Globalization, Technology, Investor relations, CPA, Attorney, Enrolled Agent, CFA, CFP, Masters of Tax, JD, LLM, Big 4, CPA firm, Incentive programs, Accommodation, Recruiting, Benefits, Diversity, Equity, Inclusion, Culture, Purpose, Sustainability, Professional development, Legal structure, Public accounting, Employment, Race, Color, Religion, Sex, Sexual orientation, Gender identity, National origin, Age, Disability, Veteran status, Requisition code

Bachelor's degree in Accounting, Finance, or other business-related field; Advanced degree preferred (Masters of Tax, JD, LLM).

Apply through Deloitte's careers website using the given requisition code.

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field; 3+ years of experience providing tax planning services or preparing and reviewing tax workpapers and income tax returns; Knowledge of Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations; Ability to travel up to 25%; Active accreditation such as CPA, attorney, enrolled agent, CFA, or CFP; Advanced degree preferred (Masters of Tax, JD, LLM); Previous experience at a Big 4 or large CPA firm; Strong verbal and written communication skills.

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