Tax Senior, Business Tax Services - Tax-Exempt

Min 3 yrs required

Full-time

No

Tax Senior, Business Tax Services - Tax-Exempt

Salary Information:

- The wage range for this role is estimated to be between $63,420 to $144,300, taking into account factors such as skill sets, experience, and certifications.
- Eligibility for participation in a discretionary annual incentive program, subject to program rules and individual and organizational performance.

Job Title:

- Tax Senior, Business Tax Services - Tax-Exempt

Experience Information:

- Minimum of 3 years of experience in federal taxation, with a strong emphasis on tax-exempt organizations (501(c)(3)s and 501(c)(4)s) in industries such as health care providers, health plans, private foundations, and other non-profit organizations.
- Previous experience in Big 4 or large CPA firms is preferred.
- Advanced degree such as Masters of Tax, JD, and/or LLM is preferred.

Position Summary:

- Tax Senior position within Deloitte's Business Tax Services Tax-Exempt practice.
- Focus on providing federal tax compliance and consulting services to non-profit clients.
- Opportunity to work with a diverse range of clients in various non-profit industries.
- Access to a strong support system and elite group of specialists within the firm.
- Interaction and collaboration with like-minded Tax-Exempt specialists from across the country.
- Responsibilities include maintaining and developing client relationships, advising on tax issues, overseeing tax compliance and consulting projects, and managing the tax engagement team.

What You'll Do:

- Spend at least half (potentially 100%) of time serving non-profit clients such as health care providers, private foundations, public charities, higher educational institutions, and other non-profit organizations.
- Provide tax compliance and consulting services including restructuring, acquisition planning, tax controversy, philanthropic tax planning, and more.
- Work directly with sophisticated clients and manage the tax engagement team.
- Have access to an elite group of specialists within the firm when needed.
- Interact and collaborate with like-minded Tax-Exempt specialists from across the country on a regular basis.

The Team:

- Dedicated team of experienced professionals committed to serving non-profit organizations and sophisticated donors.
- Comprised of PPMDS, as well as specialists in multi-state tax compliance, international tax compliance and consulting, and transfer tax planning.
- Collaborates with Consulting, Audit & Assurance, and Advisory colleagues on client planning projects.
- Some team members fully dedicated to serving non-profit clients, while others also specialize in Private Wealth or Corporate business tax services.
- Deloitte's Global Center for Excellence in Philanthropy ("GCEP") is a cross-functional team comprised of tax, audit, and consulting professionals that serves innovative individuals, companies, and non-profits working towards societal change.
- GCEP has decades of experience providing philanthropic tax advisory services to some of the wealthiest and most sophisticated donors in the world.

Qualifications:

Required:

- Ability to work within a hybrid work model, requiring in-person co-location 2-3 days per week.
- 3+ years of experience in federal taxation, with a strong emphasis on tax-exempt organizations.
- Bachelor's degree in Accounting, Business, Finance, or related field.
- Active accreditation such as CPA, attorney, Enrolled Agent, CFA, or CFP.
- Ability to travel up to 25% of the time.

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience in Big 4 or large CPA firms.
- Solid understanding and experience with federal tax compliance, analysis, and research.
- Knowledge of mergers, acquisitions, and restructuring specific to tax-exempt organizations.
- Strong research, writing, presentation, and communication skills.
- Management experience.
- Analytical skills.

SEO Friendly Job Title:

- Tax Senior, Business Tax Services - Tax-Exempt

H1 and H2 Friendly Headings:

H1: Tax Senior, Business Tax Services - Tax-Exempt
H2: Position Summary
H2: What You'll Do
H2: The Team
H2: Qualifications

Bold Headlines:

- Tax Senior position within Deloitte's Business Tax Services Tax-Exempt practice.
- Opportunity to work with a diverse range of clients in various non-profit industries.
- Access to a strong support system and elite group of specialists within the firm.
- Interaction and collaboration with like-minded Tax-Exempt specialists from across the country.
- Responsibilities include maintaining and developing client relationships, advising on tax issues, overseeing tax compliance and consulting projects, and managing the tax engagement team.

Not specified

Eligible for discretionary annual incentive program; broad range of benefits offered

Not specified

Federal Taxation, Tax Compliance, Tax Consulting, Business Restructuring, Acquisition Planning, Tax Controversy, Philanthropic Tax Planning, Unrelated Business Tax Consulting, Tax Analysis, Mergers and Acquisitions, Restructuring, Management, Research, Writing, Presentation, Communication, Analytical, Leadership, Mentoring, Professional Development

Bachelor's degree in Accounting, Business, Finance or related field; advanced degree (Masters of Tax, JD, LLM) preferred

Apply through Deloitte's career website

Qualification and Experience Bachelor's Degree in Accounting, Business, Finance or related field; Active accreditation as a CPA, licensed attorney, enrolled agent, CFA, or CFP; Advanced degree (Masters of Tax, JD, LLM) preferred

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