Tax Senior Manager - Financial Services Industries - Hedge Fund Tax

Min 8 yrs required

Full-time

No

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

## Position Summary
Hedge funds offer a unique opportunity to understand financial products and tax planning. Deloitte is looking for a Tax Senior Manager to join their Hedge Fund Tax practice. The ideal candidate should have a strong knowledge of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations. The Tax Senior Manager will provide tax analyses for a variety of hedge fund clients and their affiliates, build relationships with client contacts, train, mentor and supervise staff, and attend training for their own development.

## What You’ll Do
* Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
* Perform detail-level review of tax workpapers, allocations and tax returns
* Perform research to advise on transactional and tax planning opportunities with the support of the Washington National Tax group
* Coordinate and communicate with the client contacts to gather information
* Train, mentor and supervise seniors and new and experienced-level staff
* Attend required national and sector-specific training for their own development

## The Team
The US tax industry group at 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. Deloitte 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.

## 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 Information
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 $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, Deloitte recruiters want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

## Benefits
At Deloitte, they know that great people make a great organization. They value their people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture
Their diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables them to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about their inclusive culture.

## Our Purpose
Deloitte’s purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments. Learn more about Deloitte's purpose, commitments, and impact.

## Professional Development
From entry-level employees to senior leaders, Deloitte believes there’s always room

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Medical, Dental, Vision, 401K, Paid Time Off, Discretionary Annual Incentive Program

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Ability to perform job responsibilities within a hybrid work model, 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, 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), 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, 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

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

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