Tax Senior, Business Tax Services - Tax-Exempt

Min 3 yrs required

Full-time

No

Job Title: Tax Senior, Business Tax Services - Tax-Exempt
Department: Tax-Exempt Practice
Experience: 3+ years in federal taxation with a focus on tax-exempt organizations
Salary Range: $63,420 to $144,300
Locations: Available in 20 locations nationwide

Position Summary:

- Seeking a strategic and creative federal tax professional with experience in tax-exempt organizations
- Providing federal tax compliance and consulting services to various non-profit industries
- Working with clients actively involved in philanthropy and community improvement
- Opportunity for growth and development within Deloitte's Business Tax Services Tax-Exempt practice

What You'll Do:

- Serve non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions, and other non-profit organizations
- Provide tax compliance and consulting services including restructuring, acquisition planning, tax controversy, philanthropic tax planning, and more
- Work directly with clients, manage tax engagement team, and have access to a network of specialists for support
- Collaborate with like-minded Tax-Exempt specialists from across the country
- Maintain and develop strong client relationships
- Advise clients on various tax issues
- Oversee federal tax compliance and consulting projects for entities and their affiliates

The Team:

- Large national team of experienced professionals dedicated to serving non-profit organizations and donors
- Comprised of PPMDS, as well as specialists in multi-state tax compliance, international tax compliance and consulting, and transfer tax planning
- Collaborates with Consulting, Audit & Assurance, and Advisory colleagues on client projects
- Includes a cross-functional team of tax, audit, and consulting professionals from Deloitte's Global Center for Excellence in Philanthropy (GCEP)

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: Licensed CPA, licensed attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner
- Ability to travel up to 25% based on work and clients served

Preferred:

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

Benefits:

- Competitive salary range with potential for annual incentive program
- Opportunities for growth and development through mentorship and formal development programs
- Comprehensive benefits package

Our People and Culture:

- Diverse, equitable, and inclusive culture that values individual perspectives and creativity
- Commitment to sustainability, equity, and trust through core commitments
- Focus on making an impact that matters for clients, people, and communities

Professional Development:

- Opportunities for on-the-job learning and formal development programs
- Career growth and advancement within Deloitte

Deloitte is an equal opportunity employer and values diversity in all forms. 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.

Deloitte Tax LLP is a subsidiary of Deloitte LLP. Please see for more information on the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Requisition Code: 170904

Not specified

Not specified

Not specified

federal tax, tax compliance, tax consulting, restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting

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

https://www2. html



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, CFA, CFP

Legal