Tax Manager - Financial Services Industries - Hedge Fund Tax
Company: Deloitte
Location: Tempe
Posted on: May 24, 2023
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Job Description:
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!
What You'll Do
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:
4+ 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 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
Other - Chartered Financial Advisor (CFA) or Certified Financial
Planner (CFP) may also be acceptable depending on the specific role
and business approval
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 25%, on average, based on the work you do and the
clients and industries/sectors you serve
Preferred:
Previous Big 4 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 $96,600 to $197,600.
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.
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Keywords: Deloitte, Tempe , Tax Manager - Financial Services Industries - Hedge Fund Tax, Accounting, Auditing , Tempe, Arizona
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