Job Title: Tax Senior - Hedge Funds
Job Responsibilities:
Tax seniors in the Hedge Funds sector are responsible for identifying complex tax issues and providing in-depth tax analyses for various hedge fund clients and their affiliates. This role requires a solid understanding of Subchapter K as it relates to hedge fund structures, financial products, and related tax adjustments, as well as aggregate allocations. Key duties include:
- Performing detailed reviews of tax workpapers, allocations, and tax returns.
- Conducting research to advise on transactional and tax planning opportunities.
- Coordinating and communicating with client contacts to gather necessary information.
- Training, mentoring, and supervising both new and experienced-level staff.
- Attending required training sessions provided by the company and sector-specific programs.
Education and Experience Information:
Required:
- A Bachelor’s degree in accounting, finance, or another business-related field.
- A minimum of 3 years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns.
- One of the following active accreditations must be obtained, in process, or the candidate must be willing and able to obtain:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA exam.
- If not CPA eligible, candidates can be a Licensed attorney, Enrolled Agent, or hold certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
- Ability to work within a hybrid work model that requires co-location in person 2-3 days per week.
- Ability to travel up to 25% on average, depending on work and client needs.
Preferred:
- 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, 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 influenced by various factors, including skill sets, experience, training, licensure, and certifications. The disclosed range estimate has not been adjusted for geographic differentials. A reasonable estimate for the current range is $66,570 to $151,580. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, which considers individual and organizational performance.
Additional Information:
- The company values its employees and offers a broad range of benefits.
- The company fosters an inclusive culture that empowers its people to contribute their 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, ranging from on-the-job learning experiences to formal development programs.
Legal and Equal Opportunity Statement:
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.
Recruiting for this role ends on May 31st, 2026.
