Tax Senior - Partner Tax Matters

About the role

The Tax Senior Accountant role is part of the US Firms Tax ("USFT") team within the Finance and Administration group at Deloitte Services LP. The recruiting period ends on July 27th, 2026.

Responsibilities

• Review targeted income calculations and other partner-level income allocations
• Review the allocation of state law adjustments
• Review federal and state partnership K-1s
• Assist with producing and distributing the annual K-1 packages
• Onboard, manage, and retain staff
• Assist with transforming people, processes, and technology
• Prepare 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
• Assist 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
• Cook up and coordinate 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
• Assist with workflow management and supervising tax consultants on assigned engagements
• 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
• Make recommendations on business and process improvements related to US Firms tax matters

Requirements

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment

Skills

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment

Qualifications

• 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
• May be eligible to participate in a discretionary annual incentive program

Benefits

Includes comprehensive benefits package, including health insurance, retirement plans, and paid time off. For details, refer to the provided document USBenefitsJourneyCDandETAM.

Pay

Reasonable estimate of the current range is $88,600 to $181,900.

Schedule

Flexible schedule to accommodate client and industry needs.