Tax Senior - Financial Services Industries - Hedge Fund Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Financial Services Industries - Hedge Fund Tax (Central Region Locations)

Deloitte is currently recruiting for Tax Seniors to join its Hedge Fund Tax Practice. This role presents an excellent opportunity for an experienced tax professional to work with a variety of hedge fund clients and their affiliates on complex tax issues. This position is available in 29 locations across the Central Region.

### Key Responsibilities

* Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates
* Have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations
* 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 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
* 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 Qualifications

* 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 Range

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.

## Join Deloitte's Hedge Fund Tax Practice

Deloitte is currently recruiting for Tax Seniors to join its Hedge Fund Tax Practice. This role presents an excellent opportunity for an experienced tax professional to work with a variety of hedge fund clients and their affiliates on complex tax issues. This position is available in 29 locations across the Central Region.

Deloitte's 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 and Salary Range

The right person for this role should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. They must be able to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week, and have a minimum of 3 years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns. They should have a Bachelor’s degree in accounting, finance, or other business-related field, and one of the following accreditations:

* 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)

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

Health Insurance, Dental Insurance, Vision Insurance, Retirement Plan, Paid Time Off

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

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

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