Deloitte Senior Manager – Investment Management Tax – Hedge Funds – Philadelphia, PA in Philadelphia, Pennsylvania
Hedge Fund Tax Senior Manager
What you ll do
Tax Senior Managers identify complex tax issues and provide tax analyses for a variety of entities and their affiliates. The right person should have a solid understandingof Subchapter K, financial products, wash sale and constructive sale rules,aggregate allocations, and subscription and partnership agreements. Basicunderstanding of trader vs. investor rules, OID, SWAPS and/or derivatives,market discount rules, incentive allocations and common hedge fund structures(i.e., master feeders). Tax Senior Managers in our Hedge Fund Tax practice perform detail-levelreview of partnership work papers, allocations and tax returns, as well asprepare materials and research for consulting projects related to tax planningopportunities. Tax Senior Managers coordinate and communicate with the clientcontacts to gather information to complete the tax returns. They alsotrain, mentor and supervise seniors and new and experienced-level staff and attend requiredDeloitte Tax LLP and sector-specific training.
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, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
7 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
Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification
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
Up to 25% travel
Previous Big 4 experience
Knowledge of fund accounting and general ledger accounting
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 https://zoomforth.com/s/deloitte/du#home .
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. at http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html
Deloitte s culture
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