Tax Manager - Financial Svcs-Hedge Fund Tax

Min 5 yrs required

Full-time

No

Job Title: Tax Manager - Financial Services, Hedge Fund Tax
Experience: 5+ years
Salary Range: $84,980 - $193,440 (depending on experience and qualifications)
Locations: 22 locations across the US

Position Summary:

The Tax Manager in the Hedge Fund Tax practice at Deloitte Tax LLP is responsible for identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. This role requires a solid understanding of Subchapter K related to hedge fund structures, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations. As a manager, you will also perform detail-level review of tax workpapers, allocations and tax returns, and conduct research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. In addition, you will build and maintain relationships with clients, train, mentor and supervise staff, and attend required national and sector-specific training for your own development.

Responsibilities:

- Identify complex tax issues and provide tax analyses for hedge fund clients and their affiliates
- Review tax workpapers, allocations and tax returns
- Conduct research to advise on transactional and tax planning opportunities
- Build and maintain relationships with clients
- Train, mentor and supervise staff
- Attend required national and sector-specific training for professional development

Qualifications:

Required:
- 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
- 5+ 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
- 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
- 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
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA exam
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)

Preferred:
- 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

Benefits:
At Deloitte, we value our people and offer employees a broad range of benefits. These include:
- Competitive salary range
- Discretionary annual incentive program
- Opportunities for professional development and growth

Our People and Culture:
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. We believe in leveraging different ideas and perspectives to bring more creativity and innovation to help solve our clients' most complex challenges. Our inclusive culture makes Deloitte one of the most rewarding places to work.

Our Purpose:
Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are committed to 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 focused on advancing sustainability, equity, and trust through our core commitments.

Professional Development:
At Deloitte, we believe that there is always room to learn and grow. We offer a variety of opportunities for our professionals to continue to develop and advance in their career. From on-the-job learning experiences to formal development programs, we invest in our people to help them reach their full potential.

Deloitte Tax LLP:
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Deloitte is an equal opportunity employer and 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, or any other legally protected basis, in accordance with applicable law.

Application Information:
To apply for this position, please click on the link below:
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Recruiting Tips:
From developing a stand-out resume to acing the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out our recruiting tips from Deloitte recruiters to help you put your best foot forward.

Information for Applicants with Accommodation Needs:
Deloitte is committed to providing reasonable accommodations for applicants with disabilities. If you require assistance or accommodation during the application process, please visit the following link for more information:
[Insert link to accommodation assistance page]

Requisition Code: 182212

H1: Tax Manager - Financial Services, Hedge Fund Tax
H2: Join Our Team at Deloitte Tax LLP!

Not specified

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Tax planning, financial products, tax returns, Subchapter K, wash sale and constructive sale rules, aggregate allocations, trader vs. investor determination, federal, international and state investor reporting, project management, communication, travel, CPA, attorney, enrolled agent, CFA, CFP, fund accounting, general ledger accounting, mentoring, professional development

Bachelor's degree in accounting, finance, or other business-related field, active accreditation (CPA, attorney, enrolled agent, CFA, CFP), advanced degree (Masters of Tax, JD, LLM) preferred.

tax manager 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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recruiting tips

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

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, 5+ years' experience in tax planning or preparing and reviewing tax workpapers and returns, active accreditation (CPA, attorney, enrolled agent, CFA, CFP)

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