Hedge funds-Are you a leader and 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!
Recruiting for this role ends on June 1, 2025
What You'll Do
Tax Seniors 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. Tax Seniors 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 Seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.
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
- 3+ 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
- 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 :
- Licensed attorney
- Enrolled Agent
- Certifications :
- Chartered Financial Advisor (CFA)
- 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 Masters of Tax, JD, and / or LLM
- Previous Big 4 experience
- 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
- Strong verbal and written communication skills
- 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 $63,420 to $126,620.
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
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From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
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