Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations?
If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you!
What You'll Do
Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person 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. Managers in our Hedge Fund Tax practice 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 our robust Washington National Tax group.
Tax Manager build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise seniors and new and experienced-level staff as well attend required national and sector-specific training for their own development.
The Team
As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors / customers.
Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies.
Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
Qualifications
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
- 5+ years' 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
- 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 environment
- Experience managing projects, including scheduling, budgeting, client correspondence and billing
- Strong verbal and written communication skills
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries / sectors you serve
- One of the following active accreditations obtained :
- Licensed CPA in state of practice / primary office if eligible to sit for the CPA
- If not CPA eligible :
- Licensed attorney
- Enrolled Agent
- Certifications :
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
Preferred :
- Advanced degree such as Masters of Tax, JD, and / or LLM
- Previous Big 4 or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting
- The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to 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.
At Deloitte, 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.
A reasonable estimate of the current range is $84,980 to $193,440.
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, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation :
https : / / www2.deloitte.com / us / en / pages / careers / articles / join-deloitte-assistance-for-disabled-applicants.html
fsitax
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.
Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.
Learn more about what working at Deloitte can mean for you.
Our people and culture
Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges.
This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.
Our purpose
Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society.
At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.
Learn more about Deloitte's purpose, commitments, and impact.
Professional development
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship.
From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
Tax Senior Manager, Business Tax Services- Corporate Tax (East Coast)
Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function wi...
Private Partnership Solutions (PPS) - Tax Senior Manager
Demonstrates intimate-level abilities and success performing specialized tax consulting and compliance related to partnership structures and related transactions for publicly traded partnerships, private equity funds, hedge funds, and/or other private partnerships, which includes the following areas...
Tax Manager, Tax Analysis & Debt Investments-TARDI
Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry – financial analysts, develope...
Tax Director - Personal Financial Services
You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity. SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to he...
Tax Manager, Business Tax Services - Fed/Corporate Tax (East Coast)
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and ...
Tax Manager - Private Companies
SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. As a Manager...
Tax Manager - Ultra High Net Worth
Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation. As a Tax Manager, you will be responsible for the following, which are focused around...
Insourced Solutions for Tax - International Tax - Manager
The International Tax team within Insourced Solutions for Tax provides multinational clients with complete tax life-cycle services including US and cross-border tax forecasting, provision, US international tax compliance and reporting, and a forward-looking approach to addressing tax controversy. Po...
Tax Manager or Senior Manager, NYFS State and Local Tax
Minimum five years of recent experience performing tax research, preparing/reviewing state income tax returns for corporate entities, and providing technical advice on multi-state tax issuesBachelor’s degree from an accredited college/university; licensed CPA, JD/LLM, EA or MTX, in addition to other...
Specialty Tax Services Associate, Global Employer Services - Summer 2025 (Multiple Locations)
Tax and Information Reporting compliance Assists with the preparation of the following returns as needed: US individual tax returns for inbound and outbound international assignees Forms 5500 for qualified retirement plans Payroll tax forms such as 941, W-2, 1099, etc. The Global Employer Services A...