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Tax Consultant II - Financial Service Industries - Hedge Fund Tax (67199)

Customer Service

Customer Service



Hartford, Connecticut, United States

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
  • 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
  • Travel up to 25% (While 25% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.
  • 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