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In-House
Jacksonville, FL, United States
Tax Senior - Financial Services - Hedge Fund
Attorney
Company Review
Min 3 yrs required
Full-time
No
## Tax Senior - Financial Services - Hedge Fund Deloitte is seeking a Tax Senior to join its Hedge Fund Tax practice to provide tax planning services and prepare and review client work papers and income tax returns. The ideal candidate will have 3+ years of experience in the tax field and possess a Bachelor’s degree in accounting, finance, or another business-related field. A CPA, attorney, or Enrolled Agent license is also required. ### Job Responsibilities * Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates * Review detail-level 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 new and experienced-level staff * Attend Deloitte Tax LLP and sector-specific training ### Qualifications * 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 * Licensed attorney * Enrolled Agent * Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) certification * 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 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. Employees 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. Deloitte is a global leader in providing 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, including a diverse, equitable, and inclusive culture; opportunities to build new skills and take on leadership opportunities; mentorship; and on-the-job and formal development programs. We are also focused on advancing sustainability, equity, and trust that come to life through our core commitments. If you are interested in this role, please visit to learn more about Deloitte and apply for the Tax Senior position. 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.
Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship.
Subchapter K, wash sale and constructive sale rules, aggregate allocations, trader vs. investor determination, financial products, 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
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Qualification and Experience 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)
Legal
USD 63420 to 144300 Annually
Apr 25, 2024
Aug 08, 2024
Qualification and ExperienceBachelor’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)
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