Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services Industries - Hedge Fund Tax

Deloitte is looking for a Tax Senior to join its Hedge Fund Tax practice to provide tax planning services and prepare and review client work papers and income tax returns. The successful candidate should have a solid understanding of Subchapter K related to hedge fund structures, financial products, aggregate allocations, trader vs. investor determination, and identifying necessary federal, international and state investor reporting.

## 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 Range

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.

Deloitte is seeking a Tax Senior to join its Hedge Fund Tax practice in one of its 29 Central Region locations. The successful candidate should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. This position offers a wage range of $63,420 to $126,620, and the successful candidate may also be eligible to participate in a discretionary annual incentive program.

The successful candidate should possess the following 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 include:

* 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

Deloitte’s Hedge Fund Tax practice provides tax planning services and prepares and reviews client work papers and income tax returns. The practice is part of the US tax industry group, which 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. The successful candidate will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates, as well as perform detail-level review of tax workpapers, allocations and tax returns, and perform research to advise on transactional and tax planning opportunities.

At Deloitte, we value our people and offer employees a broad range of benefits. 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 are focused on creating trust and confidence in a more equitable society, and offer professional development opportunities from

Health Insurance, Retirement Plan, Paid Vacation, and more

Ability to perform job responsibilities within a hybrid work model, 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, Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), 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

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

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