Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

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

**Position Summary**

Are you a leader and 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 this is music to your ears, and you love a challenge and a very fast-paced environment, then Deloitte Tax LLP has the career for you!

**What You’ll Do**

Tax Seniors identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. You will be expected to have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. You will be responsible for trader vs. investor determination, and identifying necessary federal, international and state investor reporting. You will also be responsible for 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 Seniors will build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.

**The Team**

Deloitte Tax LLP 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
- 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)
- 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 experience
- 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
- Strong verbal and written communication skills
- 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 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 $126,620. 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 offer the following tips to help you feel prepared and confident as you explore opportunities at Deloitte:

- Develop a resume that stands out and highlights your skills and experience
- Put your best foot forward in the interview by researching the company and the role
- Leverage online resources to learn more about the company and the industry
- Ask questions during the interview to demonstrate your knowledge and interest in the position

**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 benefits include:

- Medical, dental, and vision coverage
- Retirement plans
- Paid time off
- Professional development opportunities
- Flexible work arrangements

**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 Deloitte one of the most rewarding places to work.

**Our Purpose**

Deloitte’s purpose is to make an impact that matters for our clients, our people

Travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve, discretionary annual incentive program, broad range of benefits

Subchapter K, wash sale and constructive sale rules, and aggregate allocations, financial products and related tax adjustments, trader vs. investor determination, federal, international and state investor reporting, tax planning services, preparing and reviewing client work papers and income tax returns, chartered financial advisor (CFA), certified financial planner (CFP)

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

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