Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

SEO Job Title: Tax Senior - Financial Services Industries - Hedge Fund Tax
H1: Join Deloitte as a Tax Senior in Financial Services Industries!
H2: Work with Hedge Fund Clients in Central Region Locations

Salary Range: $63,420 - $126,620

Position Summary:
- Seeking a leader with a passion for financial products and tax planning
- Responsible for identifying complex tax issues for hedge fund clients
- Must have a solid understanding of Subchapter K, wash sale and constructive sale rules, and aggregate allocations
- Will also be responsible for trader vs. investor determination and federal, international, and state investor reporting
- Detail-level review of tax workpapers, allocations, and tax returns
- Conduct research to advise on transactional and tax planning opportunities with support from Washington National Tax group
- Build relationships with client contacts and gather information
- Train, mentor, and supervise new and experienced-level staff

The Team:
- Deloitte Tax LLP works with clients in the Investment Management industry
- Global leaders in providing professional services
- Over 1,400 partners, principals, and employees providing tax services to a broad range of investment management companies
- Clients include investment advisers and administrators from every sector of the industry

Qualifications:
Required:
- Ability to work in a hybrid model, 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
- Licensed CPA or eligible to sit for the CPA exam, or licensed attorney or enrolled agent
- Ability to travel up to 25% based on work and clients served

Preferred:
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous experience at a Big 4 firm
- Basic understanding of Subchapter K, financial products, and wash sale and constructive sale rules
- Experience in a fast-paced, team environment
- Strong communication skills
- Knowledge of fund accounting and general ledger accounting

Benefits:
- Deloitte values its people and offers a broad range of benefits
- Inclusive culture that empowers individuals to contribute their unique perspectives
- Purpose-driven organization focused on making an impact for clients and communities
- Opportunities for professional development and growth

Deloitte is an equal opportunity employer and 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: 182875

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Leadership, Financial Products, Tax Planning, Tax Returns, Tax Analyses, Research, Transactional Planning, Fast-paced Environment, Detail-oriented, Client Relationship Management, Training, Mentoring, Supervision, Communication, Fund Accounting, General Ledger Accounting, Hybrid Work Model, Travel.

Bachelor's Degree in Accounting, Finance, or Business-related field, Advanced Degree (Masters of Tax, JD, LLM).

Interested candidates should apply through the Deloitte website.

Qualification and Experience Bachelor's Degree in Accounting, Finance, or Business-related field, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced Degree (Masters of Tax, JD, LLM), Previous Big 4 Experience.

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