Tax Manager - Financial Services Industries - Hedge Fund Tax

Company: Deloitte
Location: Tempe
Posted on: May 24, 2023

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.


fsitax

Keywords: Deloitte, Tempe , Tax Manager - Financial Services Industries - Hedge Fund Tax, Accounting, Auditing , Tempe, Arizona