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

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services - Hedge Fund

Do you want to make an impact on the financial services industry? Are you an experienced Tax Senior with a passion for financial products and understanding of tax planning and returns? If so, Deloitte Tax LLP’s Hedge Fund Tax practice may be the perfect fit for you!

## What You’ll Do

The Tax Senior position within Deloitte Tax LLP’s Hedge Fund Tax practice involves identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. The ideal candidate should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. Other duties include trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.

## The Team

Deloitte Tax LLP 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.

## 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/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:

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

## Salary Information

The wage range for the Tax Senior position 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.

## Join the Deloitte Team

Deloitte is committed to creating an equitable and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. We are focused on our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Our professionals are rewarded with competitive compensation, great benefits, and the opportunity to develop their skills and grow in their career.

If you’re looking for an opportunity to make an impact on the financial services industry, consider joining Deloitte Tax LLP’s Hedge Fund Tax practice as a Tax Senior.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Variety of benefits

Subchapter K, financial products, wash sale and constructive sale rules, aggregate allocations, trader vs. investor determination, federal, international and state investor reporting, detail-level review of tax workpapers, allocations and tax returns, research to advise on transactional and tax planning opportunities

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

Online

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

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