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Tax Consultant II - Financial Service Industries - Hedge Fund Tax

Company: Deloitte
Location: Stamford
Posted on: June 24, 2022

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

As a Tax Consultant within the FSI-Hedge Fund Tax group, you will be a valuable member on tax engagements, assisting across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting for our Hedge Fund industry sector clients.

Responsibilities will include:

  • Provide tax advisory services to clients in the insurance industry across business functions such as underwriting, claims, IT, finance and accounting
  • Lead project work streams and engagements including the management of staff practitioners
  • Coordinating with the client's tax and finance departments to gather data for tax return preparation
  • Assisting with strategic tax planning including researching federal tax law and drafting technical memos
  • Assisting with IRS audit defense
    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.


    • 1+ 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, in process, or willing/able to obtain:
      • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
      • If not CPA eligible:
        • Licensed attorney
        • Enrolled Agent
        • Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
        • 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
          • Experience working in a fast-paced, team environment
          • Strong verbal and written communication skills
          • Knowledge of fund accounting and general ledger accounting

Keywords: Deloitte, Stamford , Tax Consultant II - Financial Service Industries - Hedge Fund Tax, Accounting, Auditing , Stamford, Connecticut

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