Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services - Hedge Fund

## Position Summary

Do you have a passion for financial products and understand tax planning and returns? If you have an affinity for Subchapter K, wash sale and constructive sale rules, and aggregate allocations, then Deloitte’s Hedge Fund Tax practice may be the right fit for you!

## What You’ll Do

As a Tax Senior at Deloitte, you will be responsible for:

- 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
- Advising on transactional and tax planning opportunities with the support of the Washington National Tax group
- Performing detail-level review of tax workpapers, allocations, and tax returns
- Building relationships and coordinating with the client contacts to gather information
- Training, mentoring, and supervising new and experienced-level staff
- Attending required Deloitte Tax LLP and sector-specific training

## The Team

Deloitte Tax LLP is a leader in providing professional services to the Investment Management industry. 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.

## 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
- 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)
- Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
- Strong verbal and written communication skills
- 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

**Preferred:**

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience

## Salary Range

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.

## Additional Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. 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.

We also offer our professionals 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.

Developing a stand out resume, putting best foot forward in the interview, broad range of benefits, diverse, equitable, and inclusive culture, creating trust and confidence in a more equitable society, opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship, on-the-job learning experiences to formal development programs

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, 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), Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations, Strong verbal and written communication skills, 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, Advanced degree such as Masters of Tax, JD, and/or LLM, Previous Big 4 or large CPA firm experience

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

Please apply to the job posting at

Qualification and Experience 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