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Tax Senior - Financial Services - Hedge Fund

Full-time 27 views

In-House

Birmingham, AL, United States

Tax Senior - Financial Services - Hedge Fund

Attorney

Deloitte LLP

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Min 3 yrs required

Full-time

No

#Tax Senior - Financial Services - Hedge Fund

##Position Summary

Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. They are looking for a Tax Senior to join their Hedge Fund Tax practice.

The Tax Senior 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 research to advise on transactional and tax planning opportunities.

##What You’ll Do

The Tax Senior will:

- Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
- Perform detail-level review of tax workpapers, allocations and tax returns
- Perform research to advise on transactional and tax planning opportunities with the support of the Washington National Tax group
- Build relationships as they coordinate and communicate with the client contacts to gather information
- Train, mentor and supervise new and experienced-level staff
- Attend required Deloitte Tax LLP and sector-specific training

##The Team

Deloitte Tax LLP’s 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. Their 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.

##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
- 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)
- Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
- Strong verbal and written communication skills
- Knowledge of fund accounting and general ledger accounting
- 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 or large CPA firm experience

##Compensation

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 $144,300.

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.

##Recruiting Tips

Deloitte recruiters have put together their top tips for getting a job at Deloitte:

- Develop a stand out resume
- Put your best foot forward in the interview
- Be prepared and confident
- Leverage your unique skills and experiences
- Research the company and its values

##Benefits

At Deloitte, they value their people and offer employees a broad range of benefits. These include:

- Health insurance
- Retirement savings
- Vacation and paid time off
- Professional development
- Diverse, equitable, and inclusive culture

##Our People and Culture

Deloitte’s diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. This enables them to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their client most complex challenges. This makes Deloitte one of the most rewarding places to work.

##Our Purpose

Deloitte’s purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come

None

Insurance, Retirement, and Professional Development

None

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 or Attorney or Enrolled Agent, Chartered Financial Advisor (CFA) or 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, Strong verbal and written communication skills, Knowledge of fund accounting and general ledger accounting, Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

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

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Legal

Jul 09, 2024
Mar 26, 2024
Dec 09, 2023

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In-House

Attorney

USD
63420 to 144300
Annually

Min 3 yrs required

Full-time

Legal

Mar 26, 2024

Jul 09, 2024

Mar 26, 2024

Profile

#Tax Senior - Financial Services - Hedge Fund

##Position Summary

Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. They are looking for a Tax Senior to join their Hedge Fund Tax practice.

The Tax Senior 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 research to advise on transactional and tax planning opportunities.

##What You’ll Do

The Tax Senior will:

- Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
- Perform detail-level review of tax workpapers, allocations and tax returns
- Perform research to advise on transactional and tax planning opportunities with the support of the Washington National Tax group
- Build relationships as they coordinate and communicate with the client contacts to gather information
- Train, mentor and supervise new and experienced-level staff
- Attend required Deloitte Tax LLP and sector-specific training

##The Team

Deloitte Tax LLP’s 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. Their 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.

##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
- 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)
- Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
- Strong verbal and written communication skills
- Knowledge of fund accounting and general ledger accounting
- 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 or large CPA firm experience

##Compensation

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 $144,300.

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.

##Recruiting Tips

Deloitte recruiters have put together their top tips for getting a job at Deloitte:

- Develop a stand out resume
- Put your best foot forward in the interview
- Be prepared and confident
- Leverage your unique skills and experiences
- Research the company and its values

##Benefits

At Deloitte, they value their people and offer employees a broad range of benefits. These include:

- Health insurance
- Retirement savings
- Vacation and paid time off
- Professional development
- Diverse, equitable, and inclusive culture

##Our People and Culture

Deloitte’s diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. This enables them to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their client most complex challenges. This makes Deloitte one of the most rewarding places to work.

##Our Purpose

Deloitte’s purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come

Min Salary/Max Salary
USD 63420 to 144300 Annually

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