Tax Senior - Financial Services Industries - Insurance Tax

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services and Insurance Tax
## Position Summary

Deloitte’s Business Tax Services Insurance practice seeks a senior tax professional to specialize in Financial Services and Insurance. The individual will join a team of tax subject matter experts and industry specialists to provide services relevant to our client’s business. Responsibilities include providing tax advisory services, coordinating with the client’s tax and finance departments, assisting with strategic tax planning, and assisting with IRS audit defense.

## Qualifications

**Required**

- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
- Bachelor’s degree in accounting, finance, business, or related fields
- 3+ years’ experience working with private or public corporations
- Demonstrated abilities to problem solve and lead
- Strong presentation and communication skills
- Excellent research and writing skills
- One of the following accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

**Preferred**

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Experience in the life insurance, property insurance or casualties' industry
- Previous Big 4 or large CPA firm experience
- Previous experience with corporate tax preparation, tax compliance, or tax controversy

## Compensation

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,420 to $144,300.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## Recruiting Tips

From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants you to feel prepared and confident as you explore opportunities. Check out recruiting tips from Deloitte recruiters to get the most out of your job search.

## Benefits

At Deloitte, the organization values its people and offers employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture

At Deloitte, the diverse, equitable, and inclusive culture empowers individuals to be who they are, contribute their unique perspectives, and make a difference both individually and collectively. It enables the organization to leverage different ideas and perspectives, and bring more creativity and innovation to help solve clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about the inclusive culture.

## Our Purpose

Deloitte’s purpose is to make an impact that matters for its clients, people, and communities. The organization is creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how the organization works every day. It defines who Deloitte is. The organization is focusing its collective efforts to advance sustainability, equity, and trust that come to life through its core commitments. Learn more about Deloitte's purpose, commitments, and impact.

## Professional Development

From entry-level employees to senior leaders, Deloitte believes there is always room to learn. The organization offers opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, professionals have a variety of opportunities to continue to grow throughout their career.

Health insurance, 401(k) savings plan, paid vacation, sick leave, and holidays, professional development

Problem Solving, Presentation, Communication, Research, Writing

Bachelor's degree in Accounting, Finance, Business, or related fields

Visit the Deloitte website to apply

Qualification and Experience Bachelor's degree in Accounting, Finance, Business, or related fields, one of the following accreditations obtained, in process, or willing and able to obtain Licensed CPA in state of practice/primary office if eligible to sit for the CPA; If not CPA eligible Licensed Attorney; Enrolled Agent; Certified Financial Advisor (CFA); Certified Financial Planner (CFP)

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