Tax Manager - Financial Services Industries - Hedge Fund Tax

Min 5 yrs required

Full-time

No

# Tax Manager – Financial Services Industries – Hedge Fund Tax

Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients? Deloitte Tax LLP is looking for a Tax Manager with the experience and know-how to help a variety of hedge fund clients and their affiliates. If you have the right qualifications, and you’re up for the challenge, we have the career for you!

## What You’ll Do

As a Tax Manager, you will be expected to:

- Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
- Possess a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations
- Determine trader vs. investor status
- Identify necessary federal, international and state investor reporting
- Perform detail-level review of tax workpapers, allocations and tax returns
- Perform research to advise on transactional and tax planning opportunities
- Train, mentor and supervise seniors and new and experienced-level staff
- Coordinate and communicate with the client contacts to gather information
- Attend required national and sector-specific training for personal development

## The Team

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. 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.

## 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:**

- 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 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 $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.

## Join Deloitte

Deloitte is a leading provider of professional services to the Investment Management industry. Our Hedge Fund Tax practice is looking for a Tax Manager with the experience and know-how to help a variety of hedge fund clients and their affiliates. If you have the right qualifications, and you’re up for the challenge, we have the career for you!

This position is available in 31 locations:

- 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

Developing a stand out resume; putting your best foot forward in the interview; opportunity to build new skills; take on leadership opportunities; connect and grow through mentorship; on-the-job learning experiences; formal development programs; equity, and trust; sustainability

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

Visit and search for job code 165066

Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, If not CPA eligible Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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