Senior- Investment Management - Hedge Fund Tax - Chicago, IL

Deloitte & Touche L.L.P. Chicago , IL 60602

Posted 2 months 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 Senior

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 Seniors for our Investment Management Tax practice. Tax Seniors have in-depth, first-hand industry knowledge. They draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. Tax Seniors identify complex tax issues and provide tax analyses for a variety of entities and their affiliates.

The right person should have a solid understanding of Subchapter K, financial products, wash sale and constructive sale rules, aggregate allocations, and subscription and partnership agreements. Basic 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.


Tax Seniors in our Hedge Fund Tax practice perform detail-level review of partnership work papers, allocations and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. Tax Seniors coordinate and communicate with the client contacts to gather information to complete the tax returns. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.





  • 2 or more years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns

  • CPA, Enrolled Agent, or other appropriate certification (or in the process of obtaining)

  • 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, excellent technology (i.e. Microsoft Excel and compliance software), research and writing skills

  • Knowledge of fund accounting and general ledger accounting a plus

  • Strong communication, interpersonal, and organizational skills

  • Strong analytical and communication skills to be able to articulate conclusions, planning opportunites, and risks identified through the research projects

  • Some travel may be required

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see 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: E19CHITSRCNM033-IM

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Senior- Investment Management - Hedge Fund Tax - Chicago, IL

Deloitte & Touche L.L.P.