Tax Manager - Financial Svcs-Hedge Fund Tax

Min 5 yrs required

Full-time

No

Position: Tax Manager - Financial Services, Hedge Fund Tax (East Region City Locations)
Department: Tax Business Tax Services
Experience: 5+ years in tax planning or preparing/ reviewing client work papers and income tax returns

Job Summary:
The Tax Manager will be responsible for identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. This role requires a strong understanding of Subchapter K, financial products, and related tax adjustments, as well as experience with aggregate allocations, trader vs. investor determination, and federal, international, and state investor reporting. The Tax Manager will also be responsible for reviewing tax workpapers, allocations, and returns, as well as conducting research and providing tax planning advice with the support of our Washington National Tax group. This role involves building relationships with clients, coordinating and communicating with client contacts, and supervising and mentoring staff members.

Key Responsibilities:
- Identify complex tax issues and provide tax analyses for hedge fund clients and their affiliates
- Review tax workpapers, allocations, and returns
- Conduct research and provide tax planning advice with support from our Washington National Tax group
- Build relationships with clients and coordinate and communicate with client contacts
- Train, mentor, and supervise staff members
- Attend national and sector-specific training for personal development

Qualifications:
- 5+ years of experience in tax planning or preparing/reviewing client work papers and income tax returns
- Bachelor's degree in accounting, finance, or other business-related field
- Strong understanding of Subchapter K, financial products, and related tax adjustments
- Experience working in a fast-paced, team environment
- Project management experience, including scheduling, budgeting, client correspondence, and billing
- Strong verbal and written communication skills
- Ability to travel up to 25% based on the work and clients served
- Active CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP

Preferred Qualifications:
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous experience at a Big 4 or large CPA firm
- Knowledge of fund accounting and general ledger accounting

Salary Information:
The wage range for this role is $84,980 to $193,440, taking into account various factors such as skills, experience, and certifications. Additionally, eligible individuals may participate in a discretionary annual incentive program based on individual and organizational performance.

Benefits:
At Deloitte, we value our employees and offer a broad range of benefits, including professional development opportunities, mentorship programs, and a diverse, inclusive culture. Our purpose is to make an impact that matters for our clients, our people, and our communities, and we are committed to promoting sustainability, equity, and trust in everything we do.

Professional Development:
From entry-level employees to senior leaders, we believe in continuous learning and offer opportunities for career growth, leadership development, and mentorship. Our professionals have access to on-the-job learning experiences and formal development programs throughout their career.

Equal Opportunity Employer:
Deloitte is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable laws and regulations.

Not specified

Discretionary annual incentive program, broad range of benefits (details not provided)

Not specified

Financial products, tax planning, tax returns, Subchapter K, wash sale rules, constructive sale rules, aggregate allocations, federal reporting, international reporting, state reporting, detail-level review, tax workpapers, research, transactional planning, tax planning, Washington National Tax, relationships, training, mentoring, supervision, national training, sector-specific training, hybrid work model, project management, scheduling, budgeting, client correspondence, billing, verbal communication, written communication, travel, CPA, attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner, fund accounting, general ledger accounting

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

Interested candidates can apply through the company's website or follow the instructions provided in the job posting.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, 5+ years of experience in tax planning or preparing/reviewing client work papers and income tax returns, understanding of Subchapter K, financial products, wash sale rules, constructive sale rules, and aggregate allocations, experience in a fast-paced team environment, project management experience, strong communication skills, ability to travel up to 25%, active accreditation such as CPA, attorney, Enrolled Agent, Chartered Financial Advisor, or Certified Financial Planner

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