Tax Manager - Financial Svcs-Hedge Fund Tax

Min 5 yrs required

Full-time

No

Job Title: Tax Manager - Financial Services Hedge Fund Tax
Experience: 5+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns
Salary Range: $84,980 to $193,440 (not adjusted for geographic location)

Position Summary:
- Seeking a Tax Manager with a passion for financial products and a solid understanding of tax planning and returns for a variety of hedge fund clients
- Responsible for identifying complex tax issues and providing tax analyses for hedge fund clients and their affiliates
- Must have knowledge of Subchapter K related to hedge fund structures, financial products, and related tax adjustments, as well as experience with aggregate allocations and investor reporting
- Will perform detail-level review of tax workpapers, allocations, and tax returns, and conduct research to advise on transactional and tax planning opportunities
- Must be able to work in a fast-paced environment and have experience managing projects and teams

The Team:
- Deloitte Tax LLP is a global leader in providing professional services to the Investment Management industry
- Comprised of over 1,400 partners, principals, and employees, providing a spectrum of tax services to a broad range of Investment Management companies
- Clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, and more

Qualifications:
Required:
- Must be able to work within a hybrid work model, co-locating in person 2-3 days per week
- 5+ years of 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
- Strong understanding of Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations
- Experience working in a fast-paced, team environment
- Project management experience, including scheduling, budgeting, and client correspondence
- Excellent verbal and written communication skills
- Up to 25% travel required based on work and client needs
- Must have one of the following active accreditations:
- 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)

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

Benefits:
- Deloitte offers a broad range of benefits to its employees, including healthcare, retirement, and work-life balance programs
- Employees are also eligible for a discretionary annual incentive program, subject to program rules and individual and organizational performance

Professional Development:
- Deloitte believes in continuous learning and offers opportunities for employees at all levels to build new skills, take on leadership roles, and connect and grow through mentorship
- From on-the-job learning experiences to formal development programs, employees have a variety of opportunities to continue growing throughout their career

Our Culture:
- Deloitte prides itself on its diverse, equitable, and inclusive culture that empowers employees to be their authentic selves and contribute their unique perspectives
- This culture fosters creativity and innovation, enabling the company to better solve complex challenges for clients
- Deloitte is committed to sustainability, equity, and trust, and these values are reflected in its purpose and core commitments

Our Purpose:
- Deloitte's purpose is to make an impact that matters for its clients, employees, and communities
- The company focuses on creating trust and confidence in a more equitable society and is dedicated to advancing sustainability, equity, and trust through its core commitments

Note: "Deloitte" in this posting refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please refer to for more information on the company's legal structure.

Equal Opportunity Employer:
- Deloitte is an equal opportunity employer and does not discriminate against any individual on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status
- All qualified applicants will receive consideration for employment in accordance with applicable laws and regulations

Requisition Code: 182212

Recruiting Tips:
- Deloitte offers tips for job seekers to help them stand out in the application process, from creating a strong resume to preparing for interviews
- The company wants candidates to feel prepared and confident as they explore career opportunities

Accommodations for Disabled Applicants:
- Deloitte is committed to providing accommodations for applicants with disabilities
- For more information on available accommodations, visit the link provided in the job posting.

Not specified

Eligible for a discretionary annual incentive program; broad range of benefits offered by Deloitte

Not specified

Tax planning, Subchapter K, financial products, wash sale and constructive sale rules, aggregate allocations, project management, communication, team management, fund accounting, general ledger accounting

Bachelor's degree in accounting, finance, or other business-related field; advanced degree preferred

tax manager build relationships as they coordinate and communicate with the client contacts to gather information. information for applicants with a need for accommodation:



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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 deloitte

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field; 5+ years of experience in tax planning or preparing and reviewing tax returns; active accreditation such as CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP

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