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Deloitte Senior – National Federal Tax – Investment Management – Hedge and Mutual Funds in New York, New York

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 Are you tired of using outdated technology tools that drain productivity and offer limited growth potential?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

The Team

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.


  • 2 years focused in hedge fund or mutual fund taxation

  • 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

  • Bachelor's degree in accounting, finance, or other business-related field

  • CPA, enrolled agent, or other appropriate certification complete or in progress

  • Strong research and communication skills (both written and oral)

  • Highly disciplined and comfortable in a fast-paced environment

  • Travel up to 50% (while 50% of travel is a requirement of the role, due to Covid-19, non-essential travel has been suspended until further notice.)


  • Previous experience in the implementation and/or design of tax technology solutions.

  • Familiarity with portfolio accounting systems (i.e. Advent Geneva, InvestOne, etc.)

  • Big 4 (or comparable), fund administrator, or industry experience.

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn.We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center. at


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Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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.