Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services - Hedge Fund

Do you have a passion for financial products and understand tax planning and returns? If so, a Tax Senior role at Deloitte may be the perfect fit for you. 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.

## Job Summary

Tax seniors identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. Tax seniors in our Hedge Fund Tax practice 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. Tax seniors also 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.

## 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

## 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 $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.

## Additional Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. This includes:

- Diverse, equitable, and inclusive culture
- Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship
- On-the-job learning experiences to formal development programs
- Comprehensive benefits package

None

Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship, Opportunities to continue to grow throughout their career, Inclusive culture

None

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, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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

Visit and search for job code 165233

Qualification and Experience 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, Licensed attorney, Enrolled Agent

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