In-House

New York City, NY, United States

Attorney in New York City, NY

Non-practicing Attorney

Min 5 yrs required

No

Tax Manager - Financial Services - Hedge Fund Tax
The candidate will identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. Perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of the robust Washington National Tax group. Train, mentor and supervise seniors and new and experienced-level staff as well attend required national and sector-specific training for their own development. Should have a Bachelor's degree in accounting, finance, or other business-related field. Should be a licensed CPA in state of practice/primary office if eligible to sit for the CPA. If not CPA eligible, should be a licensed attorney or Enrolled Agent. Certifications like Chartered Financial Advisor (CFA) and Certified Financial Planner (CFP) will be considered. An advanced degree such as Master's of Tax, JD, and/or LLM will be preferred. Must have 5+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Experience managing projects, including scheduling, budgeting, client correspondence and billing is required. Previous Big 4 or large CPA firm experience is preferred. Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations is needed. Should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Knowledge of fund accounting and general ledger accounting is an asset.

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