Deloitte Tax Manager - Financial Services Industries - Hedge Fund Tax in Costa Mesa, California
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
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.
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:
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
Limited immigration sponsorship may be available
Previous Big 4 experience
Knowledge of fund accounting and general ledger accounting
For individuals assigned and/or hired to work in New York City or Jersey City, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York City and Jersey City and 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. 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 $106,400 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.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.