Senior Consultant, National Federal Tax Services - Transaction Readiness & Restructuring (TRR)

You know M&A transactions, divestitures, integrations, recapitalizations, initial public offerings, private equity financings, joint ventures, and legal entity rationalization. You have strong compliance and/or tax provision skills, experience with public companies and/or large multinationals, and desire to join a fast-paced, cross-collaborative, project-focused team.

About the team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP comprising multiple tax service offerings, including Transaction & Integration Services (T&IS). The T&IS practice advises businesses and their investors on tax matters related to integration, divestment, joint ventures, bankruptcy emergence, public equity offerings, and legal entity realignment.

Within T&IS, the Transaction Readiness & Restructuring (TRR) subgroup operates primarily in an Integrated Service Offering format alongside Deloitte Consulting, delivering tax integration and divestiture services. TRR assists clients with taxation matters arising from transactions, departmental operations, and synergy capture, including:

• Transaction-related tax issues (e.g., transaction costs, attribute limitations)
• Departmental operations (e.g., combined financial accounting, tax department assimilation, tax operations stand-up)
• Synergy capture and business process changes (e.g., Day 1 Readiness integration, legal entity rationalization, roadmaps, project plans)

TRR also provides stock basis and Earnings & Profit (E&P) analysis for companies restructuring, disposing of subsidiaries, making strategic acquisitions, executing spin transactions, claiming worthless securities deductions, or contemplating debt restructuring.

Responsibilities

• Analyze complex tax issues by reviewing financial statements, regulatory filings, transactional documentation, client correspondence, and tax returns.
• Evaluate income and indirect tax implications of proposed integrations, divestitures, and business transformational transactions.
• Conduct complex tax research, formulate tax-planning strategies, document action items, and perform tax department assessments in collaboration with Deloitte Tax teams.
• Expand tax research skills through in-depth analysis of technical tax and operational issues (e.g., taxation of corporations and pass-throughs, tax accounting methods, tax operations, indirect taxation in the U.S. and abroad).
• Supervise assignments for tax professionals at the Consultant level, focusing on project management, organization, and effective communication.
• Demonstrate sound judgment in evaluating complex scenarios while supervising and developing team members.
• Collaborate with clients and cross-functional teams to capture meeting notes, decisions, and action items, ensuring high-quality, transaction-related deliverables.

Requirements

• Ability to work within a hybrid model, co-locating in person 2–3 days per week.
• Bachelor’s degree in Accounting, Business, Finance, or JD.
• 2+ years of experience in core federal tax compliance, including federal and/or international tax.
• Experience in tax compliance and accounting for income tax, with a broad understanding of U.S. income tax principles.
• Familiarity with ASC 740, tax accounting, and basic multi-state and international tax principles.
• Willingness to travel 25%, on average, based on client and industry needs.
• One of the following active accreditations (obtained, in process, or willing to obtain):
  • Licensed CPA in state of practice/primary office (if eligible to sit for the CPA).
  • Licensed attorney (if not CPA eligible).
  • Enrolled Agent.
  • Project Management Professional (PMP).
  • Chartered Financial Advisor (CFA).

Preferred Qualifications

• Previous Big 4 experience or equivalent.
• Advanced degree such as MST, MAcc, or LLM.
• Experience in corporate tax issues related to business combinations and divestitures, including taxation of corporations, shareholders, partnerships, and similar disciplines.
• Self-starter with demonstrated ability to manage multiple, competing priorities.
• Strong verbal and written communication skills.
• Highly disciplined with the ability to work under strict deadlines in a fast-paced, collegial environment.

Pay

The wage range for this role is $78,675 to $160,750, considering factors such as skill sets, experience, training, licensure, certifications, and business needs. Compensation decisions depend on individual circumstances. You may also be eligible for a discretionary annual incentive program, subject to program rules and performance factors.