Tax Senior, Business Tax Services - Tax-Exempt

Min 3 yrs required

Full-time

No

As a Tax Senior in Deloitte's Business Tax Services Tax-Exempt practice, you will have the opportunity to work with a variety of non-profit clients and provide tax compliance and consulting services. You will also have the chance to work with an elite team of specialists and be connected to a strong support system from firm leadership. If you are a strategic and creative federal tax professional with experience in tax-exempt organizations, this may be the perfect career opportunity for you. Keep reading for more details on this exciting role.

Salary: The wage range for this role is $63,420 to $144,300, taking into account factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs. This estimate does not include geographic differentials and may vary based on individual circumstances.

Job Title: Tax Senior, Business Tax Services - Tax-Exempt

Experience: 3+ years of 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.

Location: This position is available in 20 locations across the country.

Position Summary:

- This role is ideal for someone who is interested in working with tax-exempt organizations and enjoys solving complex federal tax issues.
- As a Tax Senior in the Tax-Exempt practice, you will spend at least half (potentially 100%) of your time serving non-profit clients.
- Your responsibilities will include providing tax compliance and consulting services, managing the tax engagement team, and working directly with sophisticated clients.
- You will also have access to an elite group of specialists and be connected to a strong support system from firm leadership.
- This role offers the opportunity to interact and work with like-minded Tax-Exempt specialists from across the country on a regular basis.

What You’ll Do:

- Maintain and develop strong client relationships on various federal tax consulting/compliance engagements.
- Advise clients on a variety of tax issues including tax compliance, business restructuring, exemption strategies, philanthropic and charitable giving planning, and tax controversy.
- Oversee federal tax compliance and consulting projects for a variety of entities and their affiliates.

The Team:

- The Tax-Exempt practice at Deloitte has a large national team of dedicated experienced professionals committed to serving non-profit organizations and sophisticated donors.
- The team also includes professionals specializing in multi-state tax compliance, international tax compliance and consulting, and transfer tax planning.
- The tax group collaborates with Consulting, Audit & Assurance, and Advisory colleagues regularly on client projects.
- Some team members are 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"):

- This cross-functional team is comprised of tax, audit, and consulting professionals from Deloitte's Monitor Institute.
- The GCEP serves innovative individuals, companies, and nonprofits working to drive societal change.
- The team 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 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.
- Bachelor's degree in Accounting, Business, Finance or other business-related field.
- One of the following active 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.

Deloitte Benefits:

- At Deloitte, we value our people and offer employees a broad range of benefits.
- We have a diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
- Our purpose is to make an impact that matters for our clients, our people, and in our communities.
- We offer opportunities for professional development, from on-the-job learning experiences to formal development programs.
- Deloitte is committed to sustainability, equity, and trust and is focused on making a positive impact in these areas.
- As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP.

Professional Development:

- Deloitte offers opportunities for professional development, from on-the-job learning experiences to formal development programs.
- From entry-level employees to senior leaders, we believe there’s always room to learn and grow throughout your career.

Recruiting Tips:

- From developing a standout 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 help you stand out in the hiring process.

Accommodation for Applicants:

- Deloitte provides assistance for disabled applicants.
- If you require accommodation, please visit the link

Not specified

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Federal tax, tax compliance, consulting, restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting, tax analysis, management, research, writing, presentation, communication, travel, accounting, finance, mergers, acquisitions, restructuring, tax-exempt organizations, management experience, analytical skills.

Bachelor's degree in Accounting, Business, Finance or other business-related field, advanced degree (Masters of Tax, JD, LLM) 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 active 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. information for applicants with a need for accommodation:


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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, active accreditation (CPA, licensed attorney, Enrolled Agent, CFA, CFP), advanced degree (Masters of Tax, JD, LLM) preferred.

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