Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

8-8 yrs required

Full-time

No

# Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

## Position Summary

Hedge funds—Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you!

## What You’ll Do

Tax senior managers identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. 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. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax senior managers in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax senior managers build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise seniors and new and experienced-level staff as well attend required national and sector-specific training for their own development.

## The Team

As global leaders in providing professional services to the Investment Management industry, 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

**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.
- 8+ 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.
- Managing engagement workflow, engagement team resources, and engagement billing while providing leadership, counseling, and career guidance for the development and motivation of the engagement team.
- 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

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 Company, 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 $119,490 to $272,090.

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, we want you to feel prepared and confident as you explore opportunities at Company. Check out recruiting tips from Company recruiters.

## Benefits

At Company, 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 Company can mean for you.

## 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. 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 Company one of the most rewarding places to work. Learn more about our inclusive culture.

## Our Purpose

Company’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust

Health, Dental, Vision, Retirement, Paid Time Off, Flexible Schedules

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, 8+ 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, 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, Managing engagement workflow, engagement team resources, and engagement billing while providing leadership, counseling, and career guidance for the development and motivation of the engagement team, 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

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