Tax Manager - Financial Services Industries - Hedge Fund Tax

5-10 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, and you love a challenge and a very fast-paced environment, Deloitte Tax LLP may have the perfect career for you as a Tax Manager.

## What You'll Do

As a Tax Manager, you will be tasked with identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. You should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. You will be expected to understand trader vs. investor determination, and identifying necessary federal, international and state investor reporting. In this role, you will be expected to review tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of Deloitte’s robust Washington National Tax group. Additionally, you will build relationships as you coordinate and communicate with the client contacts to gather information. You will also train, mentor and supervise seniors and new and experienced-level staff as well attend required national and sector-specific training for your own development.

## The Team

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.

## 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
- 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:**

- 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 Information

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 role is available in 31 locations across the United States:

- Alexandria, Virginia
- Atlanta, Georgia
- Baltimore, Maryland
- Birmingham, Alabama
- Boca Raton, Florida
- Boston, Massachusetts
- Charlotte, North Carolina
- Harrisburg, Pennsylvania
- Hartford, Connecticut
- Hermitage, Tennessee
- Huntsville, Alabama
- Jacksonville, Florida
- Jericho, New York
- Jersey City, New Jersey
- McLean, Virginia
- Memphis, Tennessee
- Miami, Florida
- Morristown, New Jersey
- Nashville, Tennessee
- New York, New York
- Orlando, Florida
- Philadelphia, Pennsylvania
- Princeton, New Jersey
- Raleigh, North Carolina
- Richmond, Virginia
- Rosslyn, Virginia
- San Juan, Puerto Rico
- Stamford, Connecticut
- Tallahassee, Florida
- Tampa, Florida
- Washington, District of Columbia

## Additional Information

At Deloitte, we know that great people make a great organization

Developing a stand out resume, Putting your best foot forward in the interview, Broad range of benefits, Inclusive culture, Mentorship, Leadership opportunities

Ability to perform job responsibilities within a hybrid work model, 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 or Enrolled Agent, Certifications

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

Submit online application

Qualification and Experience 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 or Enrolled Agent, Certifications

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