Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

## Tax Senior - Financial Services - Hedge Fund

### Job Summary

Deloitte is looking for a Tax Senior to join their Hedge Fund Tax practice. The successful candidate will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. They should 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 the ability to perform job responsibilities within a hybrid work model, have 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, and have a Bachelor’s degree in accounting, finance, or other business-related field.

### 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 Range

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 $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.

### About Deloitte

Deloitte is a global leader in providing professional services to the Investment Management industry. Working 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, the US tax industry group is comprised of more than 1,400 partners, principals, and employees.

Deloitte’s purpose is to make an impact that matters for their clients, 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.

At Deloitte, their people are their most valuable asset and they offer employees a broad range of benefits. Their diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. They are committed to helping their people grow and develop throughout their career, from on-the-job learning experiences to formal development programs.

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.

## Tax Senior - Financial Services - Hedge Fund

Deloitte is looking for a Tax Senior to join their Hedge Fund Tax practice. The successful candidate will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. They should have a strong understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.

### Job Summary

* Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
* Demonstrate basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
* Train, mentor and supervise new and experienced-level staff and 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

Broad range of benefits, Incentive program, Professional development opportunities

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, Fund accounting and general ledger accounting

Bachelor's Degree

Visit and search for job code 165233

Qualification and Experience Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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