Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Financial Services Industries - Hedge Fund Tax

Are you a leader passionate about financial products, tax planning, and returns? Do you have a solid understanding of Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If so, Deloitte Tax LLP has the career for you!

We are looking for a Tax Senior to join our Hedge Fund Tax practice. As a Tax Senior, you will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. You will also review tax workpapers, allocations and tax returns, and perform research to advise on transactional and tax planning opportunities.

**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:**

* 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

The wage range for this role 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.

At Deloitte, we know that great people make a great organization. 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. Our purpose is to make an impact that matters for our clients, our people, and in our communities.

We offer opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

## Tax Senior - Financial Services Industries - Hedge Fund Tax

**Position Summary:**

Deloitte Tax LLP is seeking a Tax Senior to join our Hedge Fund Tax practice. As a Tax Senior, you will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. You will also review tax workpapers, allocations and tax returns, and perform research to advise on transactional and tax planning opportunities.

**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:**

* 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

The wage range for this role 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.

## Benefits of Working at Deloitte

At Deloitte, we know that great people make a great organization. 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. Our purpose is to make an impact that matters for our clients, our people, and in our communities.

We offer opportunities to build new skills

Travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve, discretionary annual incentive program, broad range of benefits

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

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

Please see

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