Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services - Hedge Fund

Are you passionate about financial products and understand tax planning and returns? Do you have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations? If so, this role as a Tax Senior at Deloitte's Hedge Fund Tax practice may be the perfect job for you!

## Job Summary

As a Tax Senior, you will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. You will also 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. You will build relationships as you coordinate and communicate with the client contacts to gather information, as well as train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.

## 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

To be a successful Tax Senior, 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
- 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 qualifications include:

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

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.

## Benefits

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

- Diverse, equitable, and inclusive culture
- Leverage different ideas and perspectives
- Develop new skills, take on leadership opportunities and connect and grow through mentorship
- Formal development programs
- Eligibility to participate in a discretionary annual incentive program

At Deloitte, our 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. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. If you are looking for a career with a purpose, Deloitte may be the perfect fit for you.

Developing a stand out resume, Putting your best foot forward in the interview, Broad range of benefits, Diverse, equitable, and inclusive culture, Opportunities to build new skills, Take on leadership opportunities, Connect and grow through mentorship, Formal development programs

Subchapter K, Wash sale and constructive sale rules, Aggregate allocations, Trader vs. Investor determination, Federal, International and state investor reporting, Tax planning services, Preparing and reviewing client work papers and income tax returns, Fund accounting and general ledger accounting

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, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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