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Tax Senior - Nat'l Federal Tax Services - Partnership Solutions Group

Deloitte
San Jose, CA
$77.1K-$175.5K a year
Full-time

Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal / tax and or partnership tax compliance who is frustrated with the traditional role in tax compliance?

You're not an expert in technology, but you've been working with Excel, and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the career opportunity to keep you buzzing!

Work you'll do :

As a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will :

  • Refine your skillset with the ability to work with large-scaled operating partnership tax clients on matters that mean the most to them.
  • Diversify your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and other various industries.
  • Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client executives, and capital market professionals through the SEC public filing process.
  • Assist our client with public offering transactions including but not limited to initial proxy and registration statements for Up-C and SPAC structures.
  • Work with Up-C clients on an on-going basis during periodic service periods during the year.
  • Develop an understanding of the public monetization transactional process, including tax receivable agreements.
  • Create cutting-edge technology that evolves around U.S. federal income tax principles for partnership tax, data analytics, and the user experience.
  • Implement strategic tax structures and processes, and oversee complex tax computation projects for clients, with emphasis on identification and communication of technical tax and service issues.
  • Determine and solve complexities with the U.S. federal income tax impact of public offerings.
  • Participate in marketplace activities, recruiting, and process and technology innovation.
  • Identify service opportunities, manage client accounts, and advance various Deloitte initiatives.

The Team :

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings.

Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of delivering results for our clients.

Our people are entrepreneurial in spirit and have always had the work-hard / play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries.

In the Operational Partnership Services (OPS) service line, which is a part of the Partnership Solutions Group within NFTS, OPS professionals counsel privately-held and publicly-traded partnerships across the United States on a wide range of federal tax and issues involving Up-C, mergers, acquisitions, divestitures, initial public offerings (IPO), post-offering assistance, and process design and improvement.

Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures. Come join the team!

Qualifications : Required :

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
  • 2+ years of experience in federal partnership tax
  • Bachelor's degree in accounting or business-related field
  • Numerical-problem-solving focus
  • Aptitude in MS Project, Word, Excel, and Visio
  • Experience working in a fast-paced, team environment
  • Demonstrated research skills
  • Self-starter and demonstrated ability to effectively handle multiple, competing priorities
  • Demonstrated effective verbal and written communication 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 master's in science of tax (MST), JD, or LLM
  • Previous Big 4 or large CPA firm experience
  • Transaction and M&A experience
  • Alteryx experience
  • 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 $77,070 to $175,500.

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 : https : / / www2.deloitte.com / us / en / pages / careers / articles / join-deloitte-assistance-for-disabled-applicants.html

nftstax

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Benefits

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Our people and culture

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

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Our purpose

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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.

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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.

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