Attorney in Philadelphia, PA

In-House

Philadelphia, PA

Attorney in Philadelphia, PA

Non-practicing Attorney

Min 3 yrs required

No

Tax Senior - Financial Services - Hedge Fund
The candidate will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. Perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of robust Washington National Tax group. Train, mentor and supervise new and experienced-level staff and attend required in-house and sector-specific training. Should have a Bachelor's degree in accounting, finance, or another business-related field. Should be a licensed CPA in state of practice/primary office if eligible to sit for the CPA. If not CPA eligible, should be a licensed attorney or Enrolled Agent. Certifications like Chartered Financial Advisor (CFA) and Certified Financial Planner (CFP) will be considered. An advanced degree such as Master's of Tax, JD, and/or LLM is preferred. Must have 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Previous Big 4 or large CPA firm experience is desired. Should demonstrate basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations. Knowledge of fund accounting and general ledger accounting is desired.