Tax Manager - Financial Svcs-Hedge Fund Tax

Min 5 yrs required

Full-time

No

Job Title: Tax Manager - Financial Services - Hedge Fund Tax (East Region City Locations)
Experience: 5+ years of experience in tax planning and preparation
Salary Range: $84,980 - $193,440 per year (not adjusted for geographic location)
Locations: Available in 22 locations across the United States
Department: Hedge Fund Tax Practice, part of Deloitte Tax LLP

Position Summary:

The Tax Manager in the Hedge Fund Tax practice at Deloitte Tax LLP is responsible for identifying complex tax issues and providing tax analyses for a variety of hedge fund clients and their affiliates. This role requires a deep understanding of Subchapter K related to hedge fund structures, financial products, and related tax adjustments, as well as familiarity with wash sale and constructive sale rules and aggregate allocations. The Tax Manager will also be responsible for detail-level review of tax workpapers, allocations and tax returns, as well as performing research to advise on transactional and tax planning opportunities. They will work closely with client contacts to gather information and coordinate and communicate with the team. The Tax Manager will also have the opportunity to train, mentor, and supervise junior staff and attend training sessions for their own development.

What You’ll Do:

- Identify complex tax issues and provide tax analyses for hedge fund clients and their affiliates
- Review tax workpapers, allocations, and tax returns
- Perform research to advise on transactional and tax planning opportunities
- Coordinate and communicate with client contacts to gather information
- Train, mentor, and supervise junior staff
- Attend training sessions for personal development

The Team:

The Deloitte Tax LLP Hedge Fund Tax practice works with clients in the Investment Management industry to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. The team is comprised of over 1,400 professionals providing tax services to a broad range of Investment Management companies, including hedge funds, private equity, family offices, mutual funds, and more.

Qualifications:

Required:
- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- 5+ years of experience in tax planning or preparing and reviewing tax workpapers and returns
- Bachelor’s degree in accounting, finance, or other business-related field
- Familiarity with Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations
- Experience in a fast-paced, team environment
- Project management experience, including scheduling, budgeting, client correspondence, and billing
- Strong verbal and written communication skills
- Ability to travel up to 25% on average, based on client needs and location
- Active accreditation such as CPA, attorney, enrolled agent, or certifications such as CFA or CFP

Preferred:
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous experience at a Big 4 or large CPA firm
- Knowledge of fund accounting and general ledger accounting

Benefits:

At Deloitte, we value our people and offer a broad range of benefits, including a competitive salary, annual incentive program, and opportunities for professional development and mentorship. We also have a diverse, equitable, and inclusive culture that empowers our employees to be themselves and make a difference in our communities. Our purpose is to make an impact that matters for our clients, our people, and in our communities, and we are committed to advancing sustainability, equity, and trust in everything we do.

Professional Development:

We believe in continuous learning and offer a variety of opportunities for employees to develop new skills, take on leadership roles, and connect with mentors. From on-the-job learning experiences to formal development programs, our professionals have the chance to grow and advance throughout their career at Deloitte.

Equal Opportunity Employer:

Deloitte Tax LLP is an equal opportunity employer and values diversity, equity, and inclusion in our workplace. We are committed to creating a more equitable society and welcome applicants from all backgrounds, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.

Note: As used in this posting, "Deloitte" refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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Tax planning, tax returns, Subchapter K, wash sale rules, constructive sale rules, aggregate allocations, trader vs. investor determination, federal and state investor reporting, detail-level review, tax workpapers, research, transactional and tax planning, relationship building, communication, training, mentoring, supervision, project management, scheduling, budgeting, client correspondence, billing, verbal and written communication, travel, CPA, attorney, enrolled agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), fund accounting, general ledger accounting.

Bachelor's degree in accounting, finance, or other business-related field, advanced degree such as Masters of Tax, JD, and/or LLM.

Interested individuals should apply through the Deloitte website or follow the instructions provided in the job posting.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, 5+ years of experience in tax planning or preparing and reviewing client work papers and income tax returns, knowledge of Subchapter K and financial products, experience in a fast-paced team environment, project management experience, strong communication skills, ability to travel up to 25%, active accreditation such as CPA, attorney, enrolled agent, or CFA/CFP.

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