Tax Senior - Strategic Partnership Solutions
About the role
Support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Responsibilities
- Support large operating partnership clients with U.S. federal income tax matters connected to public offerings, Up-C structures, and special purpose acquisition companies (SPACs)
- Assist with transaction-related tax work involving Securities and Exchange Commission (SEC) filings, registration statements, proxy statements, and post-offering activities
- Collaborate with client executives, external counsel, underwriters, and capital markets stakeholders throughout the transaction lifecycle
- Contribute to tax modeling, computation, and process improvement efforts, including identifying technical tax issues and implementing strategic tax structures
- Support the development of proprietary technology, data analytics, and user-focused tools built around partnership tax principles
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 build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
- 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
- Bachelor's degree in Accounting or other business-related field
- 3+ years of experience in federal partnership tax
- Experience supporting U.S. federal income tax work related to partnership tax compliance, tax computations, or transactional tax matters
- Proficiency with Microsoft Excel, Microsoft Word, Microsoft Project, or Microsoft Visio
- Ability to travel 15%, on average, based on the work you do and the clients and industries/sectors you serve.
- One of the following active accreditations obtained, in process, or must be willing and 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
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- 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
- Bachelor's degree in Accounting or other business-related field
- 3+ years of experience in federal partnership tax
- Experience supporting U.S. federal income tax work related to partnership tax compliance, tax computations, or transactional tax matters
- Proficiency with Microsoft Excel, Microsoft Word, Microsoft Project, or Microsoft Visio
- Ability to travel 15%, on average, based on the work you do and the clients and industries/sectors you serve.
- One of the following active accreditations obtained, in process, or must be willing and 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
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
Qualifications
Benefits
Includes comprehensive health and welfare benefits, retirement savings plans, and a range of paid time off options.
Pay
$78,675 to $160,750 annually.
Schedule
Hybrid work model requiring US Tax professionals to co-locate in person 2 – 3 days per week.
Team
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that delivers specialized tax services designed to address complex technical, transactional, and emerging business issues. The practice brings together tax planning, marketplace insight, and technology-driven solutions to help organizations across industries navigate change and achieve business objectives.
Within NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. The team works across industries including private equity, real estate, technology, healthcare, energy, retail, and financial services.