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 focus on tax-exempt organizations
Salary Range: $63,420 to $144,300
Location: Multiple locations across the US

Position Summary:

- Seeking a strategic and creative federal tax professional with experience in tax-exempt organizations to join Deloitte's Business Tax Services Tax-Exempt practice.
- The role will involve providing tax compliance and consulting services to non-profit clients in various industries, including health care providers, private foundations, and educational institutions.
- The Tax Senior will work closely with clients, manage the tax engagement team, and have access to support from firm leadership.
- This role offers the opportunity to work with like-minded specialists from across the country.

What You'll Do:

- Spend at least 50% of time serving non-profit clients, with potential for full-time focus.
- Provide tax compliance and consulting services, including restructuring, acquisition planning, tax controversy, and philanthropic tax planning.
- Work with sophisticated clients and manage the tax engagement team.
- Collaborate with other Tax-Exempt specialists from around the country.
- Responsibilities may include maintaining client relationships, advising on tax issues, and overseeing tax compliance and consulting projects.

The Team:

- Deloitte's Business Tax Services Tax-Exempt practice is comprised of dedicated professionals with experience in serving non-profit organizations and sophisticated donors.
- The team also includes specialists in multi-state and international tax compliance and transfer tax planning.
- The Tax-Exempt team works closely with colleagues in Consulting, Audit & Assurance, and Advisory on client projects.

Deloitte's Global Center for Excellence in Philanthropy:

- This cross-functional team, including tax, audit, and consulting professionals, serves individuals, companies, and non-profits working to drive societal change.
- The team has extensive experience in philanthropic tax advisory services for high-net-worth individuals.

Qualifications:

Required:

- Ability to work in a hybrid model, with 2-3 days per week in-person.
- 3+ years' experience in federal taxation, with a focus on tax-exempt organizations (501(c)(3)s and 501(c)(4)s).
- Bachelor's degree in Accounting, Business, Finance, or related field.
- One of the following accreditations: CPA, licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
- Ability to travel up to 25% of the time.

Preferred:

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

Benefits:

- Deloitte offers a comprehensive benefits package for employees.
- From health insurance to professional development opportunities, Deloitte values its people and strives to create an inclusive culture.

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers employees to be themselves and contribute their unique perspectives.
- This enables Deloitte to leverage different ideas and perspectives, bringing more creativity and innovation to client projects.
- Deloitte is committed to advancing sustainability, equity, and trust in society and focuses its collective efforts on these goals.

Professional Development:

- Deloitte values continuous learning and offers a variety of opportunities for employees to develop new skills and grow in their careers.
- From on-the-job learning to formal development programs, Deloitte invests in the growth of its professionals.

Requisition Code: 170904

Note: "Deloitte" in this posting refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP. Visit for more information on the company's legal structure. Certain services may not be available to clients under public accounting regulations.

Deloitte is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.

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Federal Taxation, Tax Compliance, Tax Consulting, Business Restructuring, Acquisition Planning, Tax Controversy, Philanthropic Tax Planning, Unrelated Business Tax Consulting, Multi-State Tax Compliance, International Tax Compliance, Transfer Tax Planning

Bachelor's degree in Accounting, Business, Finance or other business-related field; Advanced degree such as Masters of Tax, JD, and/or LLM

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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
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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, Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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