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In-House
Minneapolis, MN, United States
Tax Senior Manager - Financial Services Industries - Hedge Fund Tax
Attorney
Company Review
Min 8 yrs required
Full-time
No
## Tax Senior Manager - Financial Services Industries - Hedge Fund Tax **Position Summary:** Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, Deloitte Tax LLP has the career for you! **What You’ll Do:** - Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates - Have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations - Understand trader vs. investor determination, and identifying necessary federal, international and state investor reporting - Perform detail-level review of tax workpapers, allocations and tax returns - Perform research to advise on transactional and tax planning opportunities with the support of the Washington National Tax group - Build relationships as they coordinate and communicate with the client contacts to gather information - Train, mentor and supervise seniors and new and experienced-level staff - Attend required national and sector-specific training for their own development **The Team:** 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. 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 - 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 **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 $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. ## Tax Senior Manager - Financial Services Industries - Hedge Fund Tax Deloitte Tax LLP is looking for a Tax Senior Manager to join their Hedge Fund Tax practice. 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. They will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. **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 - 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 (C
Not specified
Competitive benefits package
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, 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), 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, 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
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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)
Legal
USD 119490 to 272090 Annually
Apr 23, 2024
Aug 06, 2024
Qualification and ExperienceLicensed 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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