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

Deloitte is looking for a Tax Senior Manager to join their Hedge Fund Tax practice and provide tax planning services to a variety of hedge fund clients and their affiliates. The successful candidate will have a strong understanding of Subchapter K related to hedge fund structures, financial products, and aggregate allocations. They must also be able to identify complex tax issues and research and advise on transactional and tax planning opportunities.

### Qualifications

* 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
* 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 Qualifications

* 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 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 $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.

### About Deloitte

Deloitte is a leading provider of professional services to the Investment Management industry. Our 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.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. 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 Deloitte one of the most rewarding places to work. Our purpose is to make an impact that matters for our clients, our people, and in our communities.

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.

### Summary

Deloitte is looking for a Tax Senior Manager to join their Hedge Fund Tax practice. The successful candidate will have 8+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, 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, Licensed attorney, or Enrolled Agent. They must also demonstrate a basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations. The wage range for this role is $119,490 to $272,090.

Deloitte offers its people a broad range of benefits, a diverse, equitable, and inclusive culture, and professional development opportunities.

Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

Subchapter K related to hedge fund structures, financial products and related tax adjustments, aggregate allocations, trader vs. investor determination, federal, international and state investor reporting, tax planning services, preparing and reviewing client work papers and income tax returns

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

Visit

Qualification and Experience 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)

Legal