Tax Senior - Financial Services Industries - Insurance Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Financial Services Industries - Insurance Tax

Deloitte is seeking a Tax Senior to join its Business Tax Services Insurance practice. This is an exciting opportunity to specialize in Financial Services and Insurance, and use your knowledge of tax structuring, tax planning, and tax controversy to help clients gain a competitive advantage.

### Responsibilities

As a Tax Senior, you will provide tax advisory services to clients in the insurance industry across business functions such as underwriting, claims, IT, finance and accounting. Your responsibilities will include:

* Coordinating with the client’s tax and finance departments to gather data for tax return preparation
* Assisting with strategic tax planning including researching federal tax law and drafting technical memos
* 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

### Salary

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 help you get started.

### Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

### Our People and Culture

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

### Our Purpose

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

### Professional Development

From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. We offer 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, our professionals have a variety of opportunities to continue to grow throughout their career.

### Overview

Deloitte is seeking a Tax Senior to join its Business Tax Services Insurance practice. This is an exciting opportunity to specialize in Financial Services and Insurance, and use your knowledge of tax structuring, tax planning, and tax controversy to help clients gain a competitive advantage. 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. A reasonable estimate of the

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At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

NA

Tax advisory services, Accounting for income taxes, Tax structuring, Tax controversy, Project management support, Analytical support, Tax consulting, Tax return preparation, Strategic tax planning, Researching federal tax law, Drafting technical memos, IRS audit defense

Bachelor’s degree in accounting, finance, business, or related fields

Visit to apply.

Qualification and Experience Bachelor’s degree in accounting, finance, business, or related fields; 3+ years’ experience working with private or public corporations; 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; Licensed Attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP)

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