Tax Senior - Financial Services - Hedge Fund

Min 3 yrs required

Full-time

No

# Job Summary

Deloitte Tax LLP is looking for a Tax Senior to join its Hedge Fund Tax Practice. 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. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.

# Job Qualifications

* Bachelor’s degree in accounting, finance, or other business-related field
* 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
* 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
* 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

# Responsibilities

As a Tax Senior in Deloitte Tax LLP's Hedge Fund Tax Practice, you 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 as you coordinate and communicate with the client contacts to gather information
* Training, mentoring and supervising new and experienced-level staff
* Attending required Deloitte Tax LLP and sector-specific training

# 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.

# Summary

Deloitte Tax LLP is looking for a Tax Senior to join its Hedge Fund Tax Practice. 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. Candidates for this role should have a bachelor’s degree in accounting, finance, or other business-related field, and 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. The wage range for this role is $63,420 to $144,300.

Developing a stand out resume, Putting your best foot forward in the interview, Broad range of benefits, Diverse, equitable, and inclusive culture, Opportunities to build new skills, Take on leadership opportunities, Connect and grow through mentorship, Formal development programs

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), 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

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

Visit

Qualification and Experience CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Legal