Tax Senior, Business Tax Services - Tax-Exempt

Min 3 yrs required

Full-time

No

Job Title: Tax Senior, Business Tax Services - Tax-Exempt
Experience: 3+ years in federal taxation with a strong emphasis on tax-exempt organizations
Location: 20 locations across the US

Position Summary:

- Seeking a strategic and creative federal tax professional with experience in tax-exempt organizations for Deloitte's Business Tax Services Tax-Exempt practice.
- Responsibilities include providing tax compliance and consulting services to non-profit clients, managing tax engagement teams, and collaborating with specialists and firm leadership.
- Opportunity to work with a diverse range of non-profit industries and clients actively involved in philanthropic work.
- Position requires at least half (potentially 100%) of time to be spent serving non-profit clients.

What You'll Do:

- Build and maintain strong client relationships while providing tax consulting and compliance services.
- Advise clients on various tax issues including compliance, business restructuring, and philanthropic planning.
- Oversee tax compliance and consulting projects for a variety of entities and their affiliates.

The Team:

- Deloitte has a large national team of experienced professionals dedicated to serving non-profit organizations and donors.
- The team includes specialists in multi-state and international tax compliance, as well as transfer tax planning.
- Collaboration with colleagues from Consulting, Audit & Assurance, and Advisory on client projects is common.

Deloitte's Global Center for Excellence in Philanthropy ("GCEP"):

- Cross-functional team comprised of tax, audit, and consulting professionals.
- Serves innovative individuals, companies, and non-profits working towards societal change.
- Provides 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, co-locating in person 2-3 days per week.
- 3+ years' experience in federal taxation with a focus on tax-exempt organizations.
- Bachelor's degree in Accounting, Business, Finance, or related field.
- One of the following accreditations: CPA, licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP).
- Ability to travel up to 25% based on client and industry needs.

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience at a Big 4 or large CPA firm.
- Strong understanding of federal tax compliance, analysis, and research.
- Familiarity with mergers, acquisitions, and restructuring specific to tax-exempt organizations.
- Excellent research, writing, presentation, and communication skills.
- Management experience and strong analytical skills.

Salary Information:

- Wage range for this role is $63,420 to $144,300, taking into account various factors such as experience, certifications, and location.
- Eligibility for discretionary annual incentive program based on individual and organizational performance.

Recruiting Tips:

- Deloitte offers tips for developing a standout resume, preparing for interviews, and exploring opportunities within the company.

Benefits:

- Deloitte values its employees and offers a broad range of benefits.
- Learn more about the benefits of working at Deloitte.

Our People and Culture:

- Deloitte prioritizes diversity, equity, and inclusion in its culture and empowers employees to bring their unique perspectives to work.
- Collaboration and creativity are encouraged to solve complex client challenges.
- Learn more about Deloitte's inclusive culture.

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, employees, and communities.
- The company is committed to advancing sustainability, equity, and trust in its work.
- Learn more about Deloitte's purpose, commitments, and impact.

Professional Development:

- Deloitte offers opportunities for employees at all levels to continue learning and growing.
- From on-the-job experiences to formal development programs, employees have access to a variety of opportunities to advance their careers.

Disclaimer:

- "Deloitte" refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP.
- Please visit for details on the legal structure of Deloitte LLP and its subsidiaries.
- Certain services may not be available to attest clients under public accounting regulations.

Equal Opportunity Employer:

- 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, in accordance with applicable law.
- Requisition code: 170904

Not specified

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Federal taxation, tax compliance, tax consulting, tax analysis, tax research, mergers and acquisitions, restructuring, philanthropic tax planning, unrelated business tax consulting, management, analytical skills, presentation skills, communication skills

Bachelor's degree in Accounting, Business, Finance or other business-related field, advanced degree (preferred).

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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
3+ years’ experience in federal taxation with a strong emphasis on tax-exempt organizations (501(c)(3)s and 501(c)(4)s including a combination within health care providers, health plans, private foundations and other community organizations)
bachelor's degree in accounting, business, finance or other business-related field
one of the following accreditations obtained, in process, or willing/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
previous big 4 or large cpa firm experience
solid understanding and experience with federal tax compliance, tax analysis, and tax research
solid understanding with respect to mergers, acquisitions, and restructuring specific to tax-exempt organizations
excellent research and writing skills
excellent presentation and communications skills
strong management experience
strong analytical skills

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. btstax
recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience Bachelor's degree in Accounting, Business, Finance or other business-related field, CPA, attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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