Tax Senior - Nat'l Federal Tax Services - Partnership Solutions Group
Deloitte - Los Angeles, CA
posted 16 days ago
About the position
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! 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. You will 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. You will deliver value to clients experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client executives, and capital market professionals through the SEC public filing process. You will assist our client with public offering transactions including but not limited to initial proxy and registration statements for Up-C and SPAC structures. You will work with Up-C clients on an ongoing basis during periodic service periods during the year. You will develop an understanding of the public monetization transactional process, including tax receivable agreements. You will create cutting-edge technology that evolves around U.S. federal income tax principles for partnership tax, data analytics, and the user experience. You will 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. You will determine and solve complexities with the U.S. federal income tax impact of public offerings. You will participate in marketplace activities, recruiting, and process and technology innovation. You will identify service opportunities, manage client accounts, and advance various Deloitte initiatives.
Responsibilities
- Refine skillset with large-scaled operating partnership tax clients.
- Diversify industry experience across various sectors.
- Deliver value to clients experiencing public offerings.
- Assist clients with public offering transactions.
- Work with Up-C clients during periodic service periods.
- Develop understanding of public monetization transactional process.
- Create technology around U.S. federal income tax principles.
- Implement strategic tax structures and processes.
- Oversee complex tax computation projects.
- Determine complexities with U.S. federal income tax impact.
- Participate in marketplace activities and recruiting.
- Identify service opportunities and manage client accounts.
Requirements
- Ability to perform job responsibilities within a hybrid work model.
- 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 with ability to handle multiple priorities.
- Effective verbal and written communication skills.
- Ability to travel up to 25% based on work and clients.
- Active accreditation: CPA, Attorney, Enrolled Agent, CFA, or CFP.
Nice-to-haves
- 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.
Benefits
- Discretionary annual incentive program.
- Broad range of employee benefits.
