Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services - Hedge Fund

## Summary

Are you a leader and passionate about financial products and understand tax planning and returns? If so, consider a career as a Tax Senior at Deloitte Tax LLP's Hedge Fund Tax practice. Our Tax Seniors provide tax planning services, prepare and review client work papers and income tax returns, and advise on transactional and tax planning opportunities.

## Job Responsibilities

Tax Seniors in our Hedge Fund Tax practice perform the following:

* Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
* Understand Subchapter K related to hedge fund structures, financial products, and related tax adjustments
* Perform trader vs. investor determination
* Identify necessary federal, international and state investor reporting
* Detail-level review of tax workpapers, allocations and tax returns
* Perform research to advise on transactional and tax planning opportunities
* 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

## 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, or if not CPA eligible: Licensed attorney or Enrolled Agent
* Certifications: 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

Preferred Qualifications:

* Advanced degree such as Masters of Tax, JD, and/or LLM
* Previous Big 4 or large CPA firm experience

## 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 $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 recruiters have a few tips to help you feel prepared and confident as you explore opportunities at Deloitte.

* Make sure your resume is up-to-date and tailored to the job you’re applying for
* Research the company and the role to become familiar with the organization and job duties
* Practice interviewing with a friend, family member, or mentor
* Prepare questions to ask the interviewer
* Dress to impress
* Be confident and positive

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. These include:

* Medical, dental, and vision coverage
* Retirement savings plans
* Paid time off
* Flexible spending accounts
* Life insurance and disability coverage
* Wellness programs
* Professional development

## Our People and Culture

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 culture enables us to leverage different ideas and perspectives, bringing more creativity and innovation to help solve our client most complex challenges.

## Our Purpose

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are 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. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

## Professional Development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship. From on-the-job learning experiences to

Diverse, equitable, and inclusive culture, Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

Understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, aggregate allocations, trader vs. investor determination, and identifying necessary federal, international and state investor reporting

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

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Qualification and Experience 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)

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