Deloitte Senior – National Federal Tax – Investment Management – Hedge and Mutual Funds in Dallas, Texas
Deloitte Tax LLP
National Federal Tax Services (NFTS)
Hedge and Mutual Fund Network (HMFN)
Senior National Federal Tax Investment Management Hedge and Mutual Funds
Are you a hedge fund tax specialist who is frustrated with the traditional role in tax compliance? As a mutual fund tax professional, do you have a knack for identifying process inefficiencies but lack the resources to streamline them? Are you tired of using outdated technology tools that drain productivity and offer limited growth potential? Are you interested in developing and implementing innovative solutions that transform how tax functions operate?
If you answered yes to any or all of these questions then Deloitte s iPACS Hedge and Mutual Fund Network (HMFN) may be the place for you! As a member of the HMFN, you will be a part of a group that sets the standard for investment management tax technology by creating and working with the iPACS platform to drive value for the largest hedge funds and mutual funds in the world.
Work you ll do
As a Senior you will:
Assist with the development and use of custom technology tools to support the complex tax analysis and reporting needs of hedge and mutual fund clients
Supervise engagement teams in both our U.S. and India-based offices and work with Managers and Senior Managers in day-to-day management of multiple client engagements
Assist with the design and implementation of proprietary and third-party technologies that make up the iPACS platform
Provide tax services by utilizing proprietary technology tools
Provide training and ongoing support to tax compliance teams
Interact directly with clients and other Deloitte practices
Mentor and develop U.S. and India-based engagement staff
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed as a result of a tax planning idea, a marketplace need, or a technological innovation all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.
One of our rapidly-growing service offerings relates to expanding the iPACS platform for Hedge and Mutual Fund clients with a focus on accurate, efficient reporting and tax planning. Incorporating tax efficiencies into daily business can be a challenge for investment managers without proper data management and tax analysis tools. Through the iPACS platform, we assist clients with the sophisticated tax analysis needed to meet tax reporting burdens and then leverage the platform to enable a focus on tax planning.
Two or more years focused in hedge fund or mutual fund taxation required
Knowledge of equities, debt, and derivatives, along with the common tax issues related to trading them, such as wash sales, constructive sales, straddles, market discount, OID, and mark-to-market
Knowledge of the hedge or mutual fund tax compliance processes required
Previous experience in the implementation and/or design of tax technology solutions a plus
Familiarity with portfolio accounting systems a plus (i.e. Advent Geneva, InvestOne, etc.)
Bachelor's degree in accounting, finance, or other business-related field required; advanced degree preferred (e.g., MST or JD)
CPA, enrolled agent, or other appropriate certification complete or in progress
Big 4 experience (or comparable), fund administrator or industry experience preferred
Strong research and communication skills (both written and oral)
Highly disciplined and comfortable in a fast-paced environment
Willing to travel
How you ll grow
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