Tax Manager - Financial Services Industries - Hedge Fund Tax

Min 5 yrs required

Full-time

No

# Tax Manager - Financial Services Industries - Hedge Fund Tax

A Tax Manager role with Deloitte Tax LLP is the perfect fit for those passionate about financial products, understand tax planning and returns, and can identify complex tax issues. With the support of our robust Washington National Tax group, 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.

## Responsibilities

Tax Managers in our Hedge Fund Tax practice are responsible for:

- Performing detail-level review of tax workpapers, allocations and tax returns
- Providing tax analyses for a variety of hedge fund clients and their affiliates
- Understanding Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations
- Identifying necessary federal, international and state investor reporting
- Coordinating and communicating with client contacts to gather information
- Training, mentoring and supervising seniors and new and experienced-level staff
- Attending required national and sector-specific training for their own development

## Qualifications

The ideal Tax Manager 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
- 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
- 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
- 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

## Salary

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 $84,980 to $193,440.

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.

## Locations

This Tax Manager role is available in 31 locations in the US:

- Alexandria, Virginia
- Atlanta, Georgia
- Baltimore, Maryland
- Birmingham, Alabama
- Boca Raton, Florida
- Boston, Massachusetts
- Charlotte, North Carolina
- Harrisburg, Pennsylvania
- Hartford, Connecticut
- Hermitage, Tennessee
- Huntsville, Alabama
- Jacksonville, Florida
- Jericho, New York
- Jersey City, New Jersey
- McLean, Virginia
- Memphis, Tennessee
- Miami, Florida
- Morristown, New Jersey
- Nashville, Tennessee
- New York, New York
- Orlando, Florida
- Philadelphia, Pennsylvania
- Princeton, New Jersey
- Raleigh, North Carolina
- Richmond, Virginia
- Rosslyn, Virginia
- San Juan, Puerto Rico
- Stamford, Connecticut
- Tallahassee, Florida
- Tampa, Florida
- Washington, District of Columbia

## About Deloitte

Deloitte Tax LLP is the US tax practice of Deloitte, a global leader in providing professional services to the Investment Management industry. 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.

At Deloitte, we know that great people

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

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, 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, 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, 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

Visit to apply.

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)

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