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Tax Senior - Financial Services-Insurance Tax (East Region City Locations)

Deloitte
Charlotte, North Carolina, US
$63.4K-$144.3K a year
Full-time

Position Summary

Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like accounting for income taxes, tax structuring, and tax controversy peak your interest?

If you answered Yes to any of these questions, you should consider a career in Deloitte’s Business Tax Services Insurance practice.

What you’ll do

As an Insurance Tax Consultant within the Business Tax Services group, you will be a valuable member on tax engagements, assisting across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting for our Insurance industry sector clients.

Responsibilities will include :

  • Provide tax advisory services to clients in the insurance industry across business functions such as underwriting, claims, IT, finance and accounting
  • Coordinating with the client’s tax and finance departments to gather data for tax return preparation
  • Assisting with strategic tax planning including researching federal tax law and drafting technical memos
  • Assisting with IRS audit defense.

The Team

At Deloitte Tax LLP, our Business Tax Services team provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

Business Tax subject matter experts and industry specialists provide services relevant to our client’s business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client’s organization.

Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.

Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.

Qualifications

Required

  • 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, finance, business, or related fields
  • 3+ years’ experience working with private or public corporations
  • Demonstrated abilities to problem solve and lead
  • Strong presentation and communication skills
  • Excellent research and writing skills
  • Ability to travel up to 25%, 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
  • Certifications :
  • Chartered Financial Advisor (CFA)
  • Certified Financial Planner (CFP)

Preferred

  • Advanced degree such as Masters of Tax, JD, and / or LLM
  • Experience in the life insurance, property insurance or casualties' industry
  • Previous Big 4 or large CPA firm experience
  • Previous experience with corporate tax preparation, tax compliance, or tax controversy
  • 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 $63,420 to $144,300.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation :

fsitax Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.

It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges.

This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities.

We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day.

It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship.

From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

30+ days ago
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