Manager- Investment Management - Hedge Fund Tax - New York, NY

Deloitte & Touche L.L.P. New York , NY 10007

Posted 7 days ago

Deloitte Tax LLP helps companies understand national, state and local, and international tax structures and align the tax function with business objectives.

Deloitte Tax LLP

Investment Management

Hedge Fund - Tax Manager

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 1400 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.

We are currently looking for Tax Managers for our Investment Management Tax practice. Tax Managers use their experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. They must be familiar with the tax consulting process and have the professionalism necessary to assist clients with the effective analysis, solution, development and implementation of clients' tax objectives. Tax Managers will have the opportunity to develop and pursue creative approaches while using the latest technologies. They conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary.

The right person should have experience and an advanced understanding of Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations, and the ability to read subscription and partnership agreements. Solid understanding of trader vs. investor rules, OID, SWAPS and/or derivatives, market discount rules, incentive allocations and common hedge fund structures (i.e., master feeders) is also required, along with basic planning such as gain acceleration techniques and deferral techniques.

Responsibilities:

Tax Managers in our Hedge Fund Tax practice perform high-level reviews of tax research, partnership work papers, allocations and tax returns, as well as prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the funds. They also train, mentor and supervise new and experienced-level Tax Consultants and Tax Seniors. They begin taking on the lead client contact role on engagements and billing and profitability analysis on engagements. They also begin to be involved in marketplace pursuits.

Qualifications

  • 4 or more years of public accounting experience (at least 3 years in Investment Management) or equivalent in law firms or industry

  • CPA, Enrolled Agent, or other appropriate certification required (or in process of pursuing)

  • Bachelor's degree in Accounting, Finance, or other business related field

  • Advanced Degree preferred: MST, MAcc, JD or LLM

  • Prior Big 4 experience a plus

  • Experience with managing projects including scheduling, budgeting, client correspondence and billing

  • Strong communication, interpersonal, and organizational skills

  • Excellent research and writing skills

  • Knowledge of fund accounting and general ledger accounting a plus

  • Some travel may be required

  • #LI:PTY

  • #IND:PTY

  • #krtppc

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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.

Requisition code: E19NYCTMGRRK011-HF


upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Global Wealth Management Hedge Fund Group Macro & Relative Value Strategies Assoc/Vp New York

Jpmorgan Chase & Co.

Posted 1 week ago

VIEW JOBS 1/9/2019 12:00:00 AM 2019-04-09T00:00 Apply Now Global Wealth Management - Hedge Fund Group - Macro & Relative Value Strategies - Assoc/VP - New York Req #: 180074859 Location: New York, NY,US Job Category: Asset Management Job Description: Position Description JPMorgan Private Bank Hedge Fund Due Diligence is responsible for selecting and monitoring hedge fund managers (multiple asset classes including equity, fixed income, macro, etc.) for investment by high net worth clientele. Hedge Fund Due Diligence Research Analysts work closely with operations/structuring, portfolio construction, internal/external investors, and asset class leaders while becoming the central contact with external hedge fund managers. The Research Analyst has a background in Credit Markets and is capable of: * Researching, helping select, and monitoring investment funds including data maintenance and analysis (both recurring and bespoke) * Integrating within relevant investment universes to source new opportunities * Underwriting new investments utilizing analytical skills drawn out of quantitative, qualitative, and interviewing skills to frame and present an investment thesis to senior management * Articulating investment underwriting process to both external managers and investors while conveying knowledge and credibility Qualifications The attributes of the successful candidate include: * Bachelors degree in Finance (CFA, MBA, Masters a plus) * 3 to7 years of practical, hands-on investment experience in credit analysis or capital markets * Strong teamwork and interpersonal skills * Specific knowledge of core financial markets and economic principals as well as a solid grasp of the mathematical principles underlying basic asset allocation and performance measurement * Capability in record keeping and details are key * Able to draw out information through good listening and questioning skills Jpmorgan Chase & Co. New York NY

Manager- Investment Management - Hedge Fund Tax - New York, NY

Deloitte & Touche L.L.P.