Tax Senior - Partner Tax Matters
About the role
The Tax Senior Accountant role is part of the Internal US Firms Tax ("USFT") team within the Finance and Administration group at Deloitte Services LP. The USFT team is responsible for setting tax policy for Deloitte US Firms in the US and other countries, as well as all domestic and foreign compliance.
Responsibilities
- Produce and distribute annual partner Forms K-1 packages, including allocations of income, deductions, and separately stated items to US Firms partners.
- Prepare allocations of items for 199A, 163(j), and Form K-3 reporting.
- Aid in the preparation of federal, state, and local income tax returns, including composite nonresident income tax returns, withholding tax returns, and certain partner-related information.
- Collaborate on federal withholding information returns.
- Prepare and review selected general ledger accounts monthly for appropriateness of certain withholding accruals.
- Prepare and track tax capital for the partners.
- Manage the annual partner state tax elections process and the collection of nonresident non-joiner affidavits, review per partner withholding, PET, and composite tax calculations.
- Aid in answering partner questions regarding federal or state or local tax matters related to their K-1 information and withholdings.
- Perform tax research as necessary regarding federal and state tax issues affecting the US Firms or our partners.
- Aid in implementing any federal or state or local tax-related legislation.
- Made recommendations on business and process improvements related to US Firms tax matters.
Requirements
- Bachelor’s degree in Accounting/Taxation.
- Eligible for CPA, Enrolled Agent, or other relevant certification.
- Minimum of 3 years of relevant experience in a professional services firm.
- Strong knowledge of federal and state partnership tax compliance, including partner-level income allocations, tax research, and tax planning.
- Prior experience supervising tax professionals on a project or engagement basis.
- Tax forecasting / planning experience.
- Proficient in Excel.
- Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve.
Qualifications
- Required: Bachelor’s degree in Accounting/Taxation.
- Eligible for CPA, Enrolled Agent, or other relevant certification.
- Minimum of 3 years of relevant experience in a professional services firm.
- Strong knowledge of federal and state partnership tax compliance, including partner-level income allocations, tax research, and tax planning.
- Prior experience supervising tax professionals on a project or engagement basis.
- Tax forecasting / planning experience.
- Proficient in Excel.
- Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve.
- Immigration sponsorship may be available.
Benefits
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 $88,600 to $181,900.
Pay
The pay range for this role is $88,600 to $181,900.
Schedule
The schedule for this role is flexible and may vary based on the work you do and the clients and industries/sectors you serve.