Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Financial Services Industries - Hedge Fund Tax (West Region Locations)

Deloitte is looking for a Tax Senior to join its Hedge Fund Tax practice in the West Region. This role is ideal for someone who is a leader and passionate about financial products and understands tax planning and returns. The successful candidate must have a solid understanding of Subchapter K, financial products and related tax adjustments, and aggregate allocations.

### Job Responsibilities

* Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
* Perform detail-level review of tax workpapers, allocations and tax returns
* Perform research to advise on transactional and tax planning opportunities
* Build relationships as they coordinate and communicate with the client contacts to gather information
* Train, mentor and supervise new and experienced-level staff
* Attend required Deloitte Tax LLP and sector-specific training

### 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
* 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)
* 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 MST, MAcc, JD, or LLM
* Previous Big 4 experience
* 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
* Strong verbal and written communication skills
* Knowledge of fund accounting and general ledger accounting

### 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:

* A reasonable estimate of the current range is $63,420 to $144,300.
* Opportunity 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.
* Developing a stand out resume to putting your best foot forward in the interview.
* Broad range of benefits.
* 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.
* Diverse, equitable, and inclusive culture.
* Focus on sustainability, equity, and trust.

### Recruiting Tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

## Summary

Deloitte is seeking a Tax Senior to join its Hedge Fund Tax practice in the West Region. The successful candidate must have a solid understanding of Subchapter K, financial products and related tax adjustments, and aggregate allocations. The job responsibilities include identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates, performing detail-level review of tax workpapers, allocations and tax returns, and performing research to advise on transactional and tax planning opportunities. The required qualifications include the ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, and a bachelor’s degree in accounting, finance, or other business-related field. The wage range for this role is $63,420 to $144,300. Benefits include the opportunity to participate in a discretionary annual incentive program, recruiting tips, a broad range of benefits, opportunities to build new skills, and a diverse, equitable, and inclusive culture.

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Developing a stand out resume, Putting your best foot forward in the interview, Broad range of benefits, Creating trust and confidence in a more equitable society, Opportunities to build new skills, Take on leadership opportunities, Connect and grow through mentorship

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Subchapter K, Wash Sale and Constructive Sale Rules, 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, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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