Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

#Tax Senior - Financial Services - Hedge Fund

##Position Summary
Deloitte Tax LLP is looking for a Tax Senior to join its Hedge Fund Tax practice. The successful candidate will have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. The Tax Senior will perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities.

##What You’ll Do
As a Tax Senior at Deloitte, you 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
* Build relationships as you 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’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. 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.

##Qualifications
To be successful in this role, you must have:
* 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
* 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 qualifications include:
* 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
From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants you to feel prepared and confident as you explore opportunities. Check out recruiting tips from Deloitte recruiters.

##Benefits
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.

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

##Our Purpose
Deloitte’s purpose is to make an impact that matters for its clients, people, and in its communities. It is creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Deloitte is focusing its collective efforts to advance sustainability, equity, and trust that come to life through its core commitments. Learn more about Deloitte's purpose, commitments, and impact.

##Professional Development
From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. It offers 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, Deloitte professionals have a variety of opportunities to continue to grow throughout their career.

Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship, on-the-job learning experiences, formal development programs

Ability to perform job responsibilities within a hybrid work model, tax planning services, preparing and reviewing client work papers and income tax returns, Subchapter K, financial products, wash sale and constructive sale rules, aggregate allocations, trader vs. investor determination, federal, international and state investor reporting, detail-level review of tax workpapers, allocations and tax returns, research to advise on transactional and tax planning opportunities, coordinate and communicate with the client contacts, train, mentor and supervise new and experienced-level staff

Bachelor’s degree in accounting, finance, or other business-related field, Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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Qualification and Experience Bachelor’s degree in accounting, finance, or other business-related field, Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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