Tax Manager - Financial Svcs-Hedge Fund Tax

Min 5 yrs required

Full-time

No

Tax Manager - Financial Services - Hedge Fund Tax (East Region City Locations)

H1: Join Deloitte and make an impact that matters

H2: Are you a tax professional with a passion for financial products and hedge funds? Deloitte has an exciting opportunity for you!

Company Overview:

- Deloitte Tax LLP is a global leader in providing professional services to the Investment Management industry, with over 1400 partners, principals, and employees.
- Our clients include investment advisers and administrators from a wide range of sectors, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
- We are committed to creating a diverse, equitable, and inclusive culture that empowers our employees to bring their unique perspectives and make a difference.

Job Title: Tax Manager - Financial Services - Hedge Fund Tax (East Region City Locations)

Salary Information:

- The wage range for this role is $84,980 to $193,440, taking into account factors such as skill sets, experience, and certifications.
- Eligibility for participation in a discretionary annual incentive program, subject to various factors including individual and organizational performance.

Experience Information:

- 5+ years of 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.
- Advanced degree such as Masters of Tax, JD, and/or LLM preferred.
- Previous experience in a Big 4 or large CPA firm is a plus.

Job Description:

- 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, and conduct research to advise on transactional and tax planning opportunities.
- Build relationships with clients and coordinate and communicate with client contacts to gather information.
- Train, mentor, and supervise seniors and new and experienced-level staff.
- Attend required national and sector-specific training for personal development.

Qualifications:

Required:

- Ability to work in a hybrid model, with 2-3 days of in-person co-location per week.
- Knowledge of Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations.
- Experience in a fast-paced, team environment.
- Strong verbal and written communication skills.
- Ability to travel up to 25% based on the work and clients served.
- Active CPA, attorney, or Enrolled Agent license, or certifications such as CFA or CFP.

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience in a Big 4 or large CPA firm.
- Knowledge of fund accounting and general ledger accounting.

Location:

- This position is available in 22 locations across the US.

Benefits:

- Deloitte offers a broad range of benefits to its employees.
- Our professionals have opportunities for professional development, mentorship, and leadership roles.
- We are committed to creating an inclusive culture that values diversity and empowers our people to make a difference.

SEO Friendly Job Title: Tax Manager - Financial Services - Hedge Fund Tax (East Region City Locations)

Bullet Points:

- Passionate about financial products and hedge funds? Join Deloitte and make an impact that matters.
- Conduct tax analyses for a variety of hedge fund clients and their affiliates.
- Perform detail-level review of tax workpapers, allocations, and tax returns.
- Train, mentor, and supervise staff while attending required training for personal development.
- Work in a hybrid model with 2-3 days of in-person co-location per week.
- Strong knowledge of Subchapter K, financial products, and related tax adjustments.
- Active CPA, attorney, or Enrolled Agent license, or certifications such as CFA or CFP preferred.
- Previous experience in a Big 4 or large CPA firm is a plus.
- Opportunity for professional development, mentorship, and leadership roles.
- Deloitte is committed to creating an inclusive culture that values diversity and empowers our people to make a difference.

Not specified

Not specified

Not specified

Tax planning, Subchapter K, wash sale and constructive sale rules, aggregate allocations, financial products, transactional and tax planning, research, detail-level review, communication, project management, fund accounting, general ledger accounting

Bachelor's degree in accounting, finance, or other business-related field, advanced degree preferred.

Interested candidates can apply through the Deloitte careers website.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, 5+ years of experience in tax planning or preparing and reviewing tax returns, understanding of Subchapter K and related tax adjustments, ability to work in a fast-paced, team environment, project management experience, strong communication skills, active accreditation such as CPA, attorney, enrolled agent, or certifications such as CFA or CFP

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