Job Title
Tax Senior - Hedge Funds
Job Responsibilities
Tax Seniors are responsible for identifying complex tax issues and providing comprehensive tax analyses for a variety of hedge fund clients and their affiliates. This role requires a solid understanding of Subchapter K related to hedge fund structures, financial products, and related tax adjustments, as well as aggregate allocations. Key responsibilities include:
- Performing detail-level review of tax workpapers, allocations, and tax returns.
- Conducting research to advise on transactional and tax planning opportunities with support from the Washington National Tax group.
- Building relationships by coordinating and communicating with client contacts to gather necessary information.
- Training, mentoring, and supervising new and experienced-level staff.
- Attending required tax and sector-specific training sessions.
Education and Experience Information
Required:
- Ability to perform job responsibilities within a hybrid work model requiring US Tax professionals to co-locate in person 2-3 days per week.
- A minimum of 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 another business-related field.
- Active accreditations, either obtained, in process, or willing and able to obtain, such as:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed attorney.
- Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
- Ability to travel up to 25%, on average, based on the work done and the clients and industries/sectors served.
Preferred:
- Advanced degree such as MST, MAcc, JD, or LLM.
- Previous experience with a Big 4 firm.
- Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, and familiarity with aggregate allocations.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.
- Knowledge of fund accounting and general ledger accounting.
Salary Information
The wage range for this role takes into account a wide range of factors considered in making compensation decisions, including 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. A reasonable estimate of the current range is $66,570 to $151,580.
Additional Information
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 individual and organizational performance.
At the company, a broad range of benefits is offered to employees, emphasizing professional development, inclusive culture, and making an impact that matters for people, clients, and communities. Opportunities are provided for building new skills, taking on leadership roles, and connecting and growing through mentorship.
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.
Qualified applicants with criminal histories will be considered for employment in accordance with the requirements of applicable state and local laws.
