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, providing tax compliance and consulting services. You will also have access to a strong support system from firm leadership and an elite group of specialists, as well as the opportunity to work with like-minded Tax-Exempt professionals from across the country. If you have a passion for working with tax-exempt organizations and enjoy solving complex tax issues, this could be the perfect career for you.

Salary Information:

The disclosed range estimate for this role is $63,420 to $144,300, taking into account factors such as skill sets, experience, training, licensure and certifications, and organizational needs. Please note that compensation decisions are dependent on individual circumstances and it is not typical for an individual to be hired at or near the top of the range. In addition, you may also be eligible for a discretionary annual incentive program, subject to program rules.

Job Title:

Tax Senior, Business Tax Services - Tax-Exempt

Experience Information:

3+ years of experience in federal taxation, with a strong emphasis on tax-exempt organizations, including health care providers, health plans, private foundations, and other community organizations. Bachelor's degree in Accounting, Business, Finance, or related field is required. Advanced degrees, such as Masters of Tax, JD, or LLM, are preferred. Previous experience at a Big 4 or large CPA firm is also preferred.

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, including health care providers or plans, private foundations, public charities, higher educational institutions, and other non-profit organizations.
- As a Tax Senior, you will have the opportunity to work with sophisticated clients, manage the tax engagement team, and have access to an elite group of specialists.
- The role also offers the chance to work with like-minded Tax-Exempt professionals from across the country on a regular basis.
- Responsibilities will include maintaining and developing client relationships, advising on tax issues, overseeing compliance projects, and working with colleagues from other areas of the firm on planning projects.
- The position requires the ability to work within a hybrid work model, with in-person co-location required 2-3 days per week.
- Travel of up to 25% may be required, depending on the clients and industries/sectors served.

What You'll Do:

- Provide tax compliance and consulting services to non-profit clients, including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations.
- Maintain and develop strong client relationships on various federal tax consulting/compliance engagements.
- Advise clients on a variety of tax issues including 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.
- Work directly with sophisticated clients, manage the tax engagement team, and have access to an elite group of specialists.
- Interact and collaborate with like-minded Tax-Exempt professionals from across the country on a regular basis.

Qualifications:

- 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.
- Bachelor's degree in Accounting, Business, Finance, or other business-related field is required.
- Active accreditation, in process, or willing/able to obtain one of the following: CPA, attorney, enrolled agent, CFA, CFP.
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Advanced degree such as Masters of Tax, JD, and/or LLM is preferred.
- Previous experience at a Big 4 or large CPA firm is preferred.
- Solid understanding and experience with federal tax compliance, tax analysis, and tax research.
- Solid understanding of mergers, acquisitions, and restructuring specific to tax-exempt organizations.
- Excellent research, writing, presentation, and communication skills.
- Strong management and analytical skills.

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

- A cross-functional team comprised of tax, audit, and consulting professionals from Deloitte's Monitor Institute.
- Serves innovative individuals, companies, and non-profits working to drive societal change.
- Provides philanthropic tax advisory services to some of the wealthiest and most sophisticated donors in the world.

Benefits:

- Deloitte offers a broad range of benefits to its employees.
- 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.
- We are focused on advancing sustainability, equity, and trust in our work and communities.
- Opportunities for professional development and growth are available, including mentorship and formal development programs.

Recruiting Tips:

- Deloitte recruiters offer tips for developing a stand-out resume and preparing for interviews.
- We want you to feel prepared and confident as you explore opportunities at Deloitte.

Deloitte's Purpose:

- Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities.
- We are committed to creating trust and confidence in a more equitable society.
- Our inclusive culture encourages different ideas and perspectives, and brings more creativity and innovation to help solve our clients' most complex challenges.

Professional Development:

- Deloitte believes there is always room to learn and grow, from entry-level employees to senior leaders.
- We offer opportunities for skill-building, leadership development,

Not specified

Not specified

Not specified

Federal tax, Tax compliance, Tax consulting, Business restructuring, Acquisition planning, Tax controversy, Philanthropic tax planning, Unrelated business tax consulting, Tax analysis, Mergers and acquisitions, Restructuring, Health care, Private foundations, Public charities, Higher education, Non-profit organizations, Client relationship management, Management, Tax engagement, Team management, Tax planning, Private wealth, Corporate business tax, Research, Writing, Presentation, Communication, Analytical

Bachelor's degree, 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 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, 3+ years of experience in federal taxation, Active accreditation as a CPA, licensed attorney, enrolled agent, or certified financial advisor/planner, Ability to travel up to 25%

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