In-House
Atlanta, GA
Attorney in Atlanta, GA
Non-practicing Attorney
Min 3 yrs required
No
Job Title: Tax Senior - Hedge Funds
Job Responsibilities:
- Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates.
- Have a solid understanding of Subchapter K related to hedge fund structures, financial products, related tax adjustments, and aggregate allocations.
- Determine trader vs. investor status and identify necessary federal, international, and state investor reporting.
- Perform detail-level review of tax workpapers, allocations, and tax returns.
- Conduct research to advise on transactional and tax planning opportunities with the support of the Washington National Tax group.
- Build relationships and coordinate with client contacts to gather information.
- Train, mentor, and supervise new and experienced-level staff.
- Attend required training specific to the department and sector.
Education and Experience Information:
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 of 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.
- Must have one of the following active 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, then:
- 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 you do and the clients and industries/sectors you serve.
Preferred:
- Advanced degree such as MST, MAcc, JD, or LLM.
- Previous experience in 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 is estimated to be $66,570 to $151,580. This range considers various factors including skill sets, experience, training, licensure, and certifications, among other business and organizational needs.
- 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.
- 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.
Additional Information:
- The company values its people and offers a broad range of benefits.
- The company’s inclusive culture empowers individuals to contribute unique perspectives and make a difference.
- The company’s purpose is to make an impact that matters for its people, clients, and communities.
- Professional development opportunities are available for continuous growth throughout one’s career.
- 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.
- Qualified applicants with criminal histories will be considered for employment in accordance with applicable laws.
Jun 12, 2025
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May 21, 2025
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