Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

Summary:

- Job Title: Tax Senior - Financial Services Industries - Hedge Fund Tax (Central Region Locations)
- Industry: Investment Management
- Company: Deloitte Tax LLP
- Experience: 3+ years
- Salary Range: $63,420 to $126,620 (not adjusted for geographic differential)
- Job Locations: 29 locations in the Central Region
- Recruiting Deadline: June 1, 2025

Position Summary:

- Seeking a leader with a passion for financial products and tax planning to work with hedge fund clients and their affiliates.
- Responsibilities include identifying complex tax issues, Subchapter K structures, and aggregate allocations.
- Must have a solid understanding of trader vs. investor determination and federal, international, and state investor reporting.
- Detail-level review of tax workpapers and returns, research on transactional and tax planning opportunities, and communication with clients.
- Training, mentoring, and supervising staff and attending required Deloitte Tax LLP and sector-specific training.

The Team:

- Global leaders in providing professional services to the Investment Management industry.
- Comprised of over 1,400 partners, principals, and employees.
- Provides tax services to a broad range of Investment Management companies, including hedge funds, private equity, and mutual funds.

Qualifications:

Required:

- Ability to work within a hybrid work model (in-person 2-3 days per week).
- 3+ years of experience in tax planning or preparing/reviewing tax workpapers and returns.
- Bachelor's degree in accounting, finance, or a related field.
- Accreditation: CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP.
- Ability to travel up to 25%.

Preferred:

- Advanced degree (Masters of Tax, JD, or LLM).
- Previous Big 4 experience.
- Understanding of Subchapter K, financial products, and wash sale and constructive sale rules.
- Experience in a fast-paced, team environment.
- Strong communication skills.
- Knowledge of fund accounting and general ledger accounting.

Benefits:

- Broad range of benefits offered to employees.
- Inclusive culture that values diversity and empowers employees to be themselves.
- Deloitte's purpose is to make a positive impact for clients, people, and communities.
- Opportunities for professional development and growth.

Recruiting Tips:

- Helpful tips for developing a stand-out resume and preparing for interviews.

Requisition Code: 182875

Note: This job posting is for Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please refer to for more information on the legal structure of Deloitte LLP and its subsidiaries. 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.

Tax planning, Tax returns, Subchapter K, Wash sale, Constructive sale rules, Aggregate allocations, Trader vs. investor determination, Federal, International, and state investor reporting, Detail-level review, Research, Transactional and tax planning, Relationship building, Training, Mentoring, Supervising, Fund accounting, General ledger accounting

tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. information for applicants with a need for accommodation:



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