Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

8-8 yrs required

Full-time

No

# Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

## Position Summary

Do you have a passion for financial products and understand tax planning and returns? Are you interested in identifying complex tax issues for a variety of hedge fund clients? Deloitte Tax LLP is hiring a Tax Senior Manager to join our Hedge Fund Tax practice.

## What You’ll Do

As a Tax Senior Manager, you will provide tax analyses for a variety of hedge fund clients and their affiliates. You will have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. You will be responsible for trader vs. investor determination, and identifying necessary federal, international and state investor reporting. You will perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. 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 is a global leader in providing professional services to the Investment Management industry. 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

* 8+ 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
* Managing engagement workflow, engagement team resources, and engagement billing while providing leadership, counseling, and career guidance for the development and motivation of the engagement team
* 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 Qualifications**

* 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 $119,490 to $272,090. 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.

Deloitte is committed to creating a diverse and inclusive culture and offers a wide range of benefits and opportunities to help employees reach their full potential. From developing a stand out resume to putting your best foot forward in the interview, Deloitte offers recruiting tips to help you feel prepared and confident. In addition, Deloitte offers a range of benefits including health and wellness programs, tuition assistance, and flexible working options. Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.

If you are interested in applying for the Tax Senior Manager - Financial Services Industries - Hedge Fund Tax role, please visit our website for more information and to submit an application.

Health Insurance, Retirement Savings Plan, Paid Time Off, Professional Development Opportunities

Ability to perform job responsibilities within a hybrid work model, 8+ 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, 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, Managing engagement workflow, engagement team resources, and engagement 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

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

Visit / and search for job code 165010

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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