Tax Senior - Financial Services Industries - Hedge Fund Tax

3-10 yrs required

Full-time

No

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

Tax Seniors in our Hedge Fund Tax practice are responsible for identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. They perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities. The position is available in 29 locations across the Central Region.

### Qualifications

To qualify for this role, applicants must have:

* 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

In addition to the required qualifications, preferred qualifications include:

* 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 Company, 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.

### Benefits

At Company, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Company can mean for you.

### 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 Company one of the most rewarding places to work. Learn more about our inclusive culture.

### Our Purpose

Company’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. At Company, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Company's purpose, commitments, and impact.

### Professional Development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

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

Are you a leader and passionate about financial products and understand tax planning and returns? If so, you may be interested in the Tax Senior role in our Hedge Fund Tax practice. This role is responsible for identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. The position is available in 29 locations across the Central Region.

### Qualifications

To qualify for this role, applicants must have:

* 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

Diverse, equitable, and inclusive culture, broad range of benefits, opportunity to build new skills, take on leadership opportunities and connect and grow through mentorship

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, 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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Qualification and Experience 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

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