Tax Senior - Financial Services - Hedge Fund (East Coast City locations)

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services - Hedge Fund

## Position Summary
Deloitte Tax LLP is looking for a Tax Senior to join their Hedge Fund Tax practice. The successful candidate will have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. They should also have knowledge of trader vs. investor determination, and identifying necessary federal, international and state investor reporting.

## What You’ll Do
As a Tax Senior, you will:
- 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 with the support of the Washington National Tax group
- Build relationships as you 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

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

## 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. 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.

## Recruiting Tips
Deloitte recruiters offer tips to help you stand out and make a great impression during the recruitment process. From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants you to feel prepared and confident as you explore opportunities.

## Benefits
Deloitte values their people and offers employees a broad range of benefits. These include:
- A diverse, equitable, and inclusive culture which empowers people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
- Leveraging different ideas and perspectives to bring more creativity and innovation to help solve the client's most complex challenges
- Professional development opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- Benefits such as health coverage, retirement plans, and other employee programs

Deloitte's purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society and are focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments.

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, or any other legally protected basis, in accordance with applicable law.

Requisition code: 165233

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At Deloitte, we know that great people make a great organization, We value our people and offer employees a broad range of benefits, Developing a stand out resume, Putting your best foot forward in the interview, Work every day, Mentorship, leadership opportunities

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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, Bachelor’s degree in accounting, finance, or other business-related field, Licenced CPA in state of practice/primary office, 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%, 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

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)

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