Attorney in Grand Rapids, MI

In-House

Grand Rapids, MI

Attorney in Grand Rapids, MI

Non-practicing Attorney

Min 3 yrs required

No

Job Title: Tax Senior - Hedge Funds

Job Responsibilities:
Tax seniors are responsible for identifying complex tax issues and providing detailed tax analyses for a range of hedge fund clients and their affiliates. They are expected to have a robust understanding of Subchapter K related to hedge fund structures, financial products, and related tax adjustments. Additionally, they must be adept at understanding trader versus investor determinations and identifying necessary federal, international, and state investor reporting. Key duties include:

- Performing detail-level review of tax workpapers, allocations, and tax returns.
- Conducting research to advise on transactional and tax planning opportunities, supported by the Washington National Tax group.
- Building and maintaining relationships with client contacts to gather necessary information.
- Training, mentoring, and supervising both new and experienced-level staff.
- Attending required training sessions specific to the department and sector.

Education and Experience Information:
Required qualifications include:

- 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.
- A Bachelor’s degree in accounting, finance, or another business-related field.
- Active accreditation obtained, in process, or willing and able to obtain one of the following: Licensed CPA in the 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).
- Ability to travel up to 25% on average, depending on the work and clients served.

Preferred qualifications include:

- An advanced degree such as MST, MAcc, JD, or LLM.
- Previous experience with a Big 4 accounting firm.
- Demonstrated basic understanding of Subchapter K, financial products, wash sale, and constructive sale rules, as well as familiarity with aggregate allocations.
- Experience working in a fast-paced, team-oriented 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 between $66,570 and $151,580. This range considers various factors such as skill sets, experience, training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of this range, as compensation decisions are dependent on the facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the program's rules, which considers various factors including individual and organizational performance.

Company Information:
The company is a global leader in providing professional services to the Investment Management industry. The department works with clients to address critical issues arising from regulatory changes, competition, globalization, technology advances, and the evolving demands of investors/customers. The US tax industry group includes over 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies, which include investment advisers, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.

The company values its people and offers a wide range of benefits. It fosters an inclusive culture that empowers employees to contribute their unique perspectives, fostering creativity and innovation to tackle clients' complex challenges. The company's purpose is to make a meaningful impact for its people, clients, and communities. This purpose is reflected in the work it does with clients, driving impact and value in their organizations, and through its own investments, commitments, and actions to drive positive outcomes for communities. Professional development is emphasized, with opportunities to build new skills, take on leadership roles, and grow through mentorship and formal development programs.

Legal Information:
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. Applicants with criminal histories will be considered for employment in compliance with applicable state and local laws, including various fair chance hiring and ban-the-box ordinances.