Tax Senior - Financial Services - Hedge Fund (East Coast City locations)

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services - Hedge Fund

## Job Summary

Deloitte Tax LLP is looking for a Tax Senior to join our Hedge Fund Tax practice. The right candidate should have a solid understanding of Subchapter K related to hedge fund structures, financial products, wash sale and constructive sale rules, aggregate allocations, trader vs. investor determination, and identifying necessary federal, international and state investor reporting. The Tax Senior will be responsible for performing detail-level review of tax workpapers, allocations and tax returns, as well as performing research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group.

## 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)
- 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

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

## 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 $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.

## Additional 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 include:

- A diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
- Leveraging different ideas and perspectives to bring more creativity and innovation to help solve our client's most complex challenges
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- On-the-job learning experiences and formal development programs to continue to grow throughout their career

Deloitte’s 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 and are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Our people and culture are key to our success.

## Job Overview

Deloitte Tax LLP is looking for a Tax Senior to join our Hedge Fund Tax practice. The right candidate should have a solid understanding of Subchapter K related to hedge fund structures, financial products, wash sale and constructive sale rules, aggregate allocations, trader vs. investor determination, and identifying necessary federal, international and state investor reporting.

The Tax Senior will be responsible for:

- Identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates
- Performing detail-level review of tax workpapers, allocations and tax returns
- Performing research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group
- Building relationships and coordinating with client contacts to gather information
- Training, mentoring and supervising new and experienced-level staff
- Attending required Deloitte Tax LLP and sector-specific training

## 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

Not Specified

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

Not Specified

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, 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, 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 done and the clients and industries/sectors served.

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

Visit for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

Qualification and Experience Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Legal