Tax Senior - Financial Services Industries - Hedge Fund Tax

3-15 yrs required

Full-time

No

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

**Position Summary:**

Deloitte Tax LLP is looking for a Tax Senior to join their Hedge Fund Tax practice. The ideal candidate is a leader, passionate about financial products, and understands tax planning and returns. They should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, aggregate allocations, trader vs. investor determination, and identifying necessary federal, international and state investor reporting.

**What You’ll Do:**

Tax Seniors in the Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. They build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.

**The Team:**

Deloitte Tax LLP's 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)
- 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 experience
- 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
- Strong verbal and written communication skills
- Knowledge of fund accounting and general ledger accounting

**Compensation:**

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 $126,620.

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 provides recruiting tips to help applicants stand out and feel prepared and confident as they explore opportunities. Tips range from developing a stand-out resume to putting your best foot forward in the interview.

**Benefits:**

Deloitte values their people and offers employees a broad range of benefits. These benefits include but are not limited to:

- Diverse, equitable, and inclusive culture
- Leveraging different ideas and perspectives
- Opportunities to build new skills and take on leadership opportunities
- Connect and grow through mentorship
- On-the-job learning experiences and formal development programs
- Annual incentive program

**Our People and Culture:**

Deloitte’s diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables them to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their client most complex challenges. This makes Deloitte one of the most rewarding places to work.

**Our Purpose:**

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. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments.

**Professional Development:**

At Deloitte, they believe there’s always room to learn.

Health Insurance, Retirement Savings, Paid Time Off, Learning Opportunities

Ability to perform job responsibilities within a hybrid work model, 3+ 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, one of the following accreditations obtained, in process, or willing and able to obtain, advanced degree such as Masters of Tax, JD, and/or LLM, Previous Big 4 experience, 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, strong verbal and written communication skills, knowledge of fund accounting and general ledger accounting.

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

Submit your resume and cover letter via the Deloitte website.

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