Tax Senior - Partner Tax Matters

About the role

The Tax Senior Accountant role is part of the internal US Firms Tax (“USFT”) team within 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 for all domestic and foreign compliance.

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
• Prepare allocations of items for 199A, 163(j), and Form K-3 reporting
• Assist with preparing federal, state, and local income tax returns
• Coordinate on federal withholding information returns
• Prepare and review selected general ledger accounts monthly
• Prepare and track tax capital for the partners
• Manage the annual partner state tax elections process and the collection of nonresident non-joiner affidavits
• Assist with partner questions regarding federal or state or local tax matters
• Perform tax research as necessary regarding federal and state tax issues
• Aid in the implementation of 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

• 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

Benefits

Deloitte offers a comprehensive benefits package that includes:

• Discretionary annual incentive program
• Core Talent Model alignment
• Flexible work arrangements
• Professional development opportunities
• Inclusive culture and diversity initiatives
• Employee referral program
• Health, wellness, and financial benefits

Pay

$88,600 to $181,900

Schedule

Full-time