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In-House
Omaha, NE, United States
Tax Senior - Financial Services Industries - Hedge Fund Tax
Attorney
Company Review
Min 3 yrs required
Full-time
No
# Tax Senior - Financial Services Industries - Hedge Fund Tax Are you a leader and passionate about financial products and understand tax planning and returns? Do you have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations? Are you looking for a challenging and fast-paced environment? If you answered yes, then the Tax Senior - Financial Services Industries - Hedge Fund Tax role might be perfect for you. Deloitte Tax LLP is recruiting for this role until June 1st, 2024. ## What You’ll Do As a Tax Senior, you will be expected to identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. You should have an understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. You will review 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 also build relationships as you coordinate and communicate with the client contacts to gather information. Train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training. ## The Team Deloitte Tax LLP provides professional services to the Investment Management industry. We work 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. 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 * 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 Qualifications * 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 ## 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 $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. ## Opportunities Deloitte offers a wide range of opportunities for professionals looking to make an impact in their career. From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. We offer benefits, professional development, an inclusive culture, and more. At Deloitte, 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. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect
Developing a stand out resume, putting your best foot forward in the interview, broad range of benefits, diverse, equitable, and inclusive culture, Our people and culture, Our purpose, Professional development
Tax planning services, preparing and reviewing client work papers and income tax returns, Subchapter K related to hedge fund structures, financial products and related tax adjustments, aggregate allocations, trader vs. investor determination, federal, international and state investor reporting, tax analyses, transactional and tax planning opportunities, mentoring and supervising staff, Deloitte Tax LLP and sector-specific training
Bachelor’s degree in accounting, finance, or other business-related field
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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, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
Legal
USD 63420 to 126620 Annually
Apr 23, 2024
Aug 06, 2024
Qualification and ExperienceBachelor’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, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
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