Tax Senior - Strategic Partnership Solutions

About This Role

This role is for a Tax Senior who will apply their expertise in federal and partnership tax compliance to work with large-scale operating partnership tax clients. You will improve computational software applications and proprietary solutions, focusing on client consultation and strategic tax structures.

Responsibilities

• Refine skillset working with large-scaled operating partnership tax clients
• Diversify industry experience by working across private equity, healthcare, tech, and other sectors
• Deliver value to clients experiencing public offerings and interact with external counsel and client executives
• Assist clients with public offering transactions, including initial proxy and registration statements
• Work with Up-C clients on an ongoing basis during periodic service periods
• Develop an understanding of the public monetization transactional process and tax receivable agreements
• Create cutting-edge technology that evolves around U.S. federal income tax principles for partnership tax
• Implement strategic tax structures and processes, overseeing complex tax computation projects
• 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
• Lead strong client relationships on tax consulting engagements
• Advise clients on partnership and corporate state/local tax issues with attention to multistate tax
• Coordinate with clients' internal tax leadership
• Substantive review of estimated payment, withholding, composite tax calculations, and investor packages
• Research and analyze state tax legislation for applicability to clients
• Lead engagement workflow and supervise consultants and interns on assigned engagements
• Mentor and develop talent in a diverse and inclusive workplace

Requirements

• Ability to perform job responsibilities within a hybrid work model (2-3 days per week in office)
• 5+ years' experience in state income and franchise tax or federal tax, pass-through, tax research, and corporate tax returns
• 4+ years' experience providing tax planning services
• 2+ years' experience with investment management or partnership taxation
• Bachelor's degree in accounting, finance, or related field
• Active CPA, licensed attorney, or Enrolled Agent accreditation

Qualifications

• Bachelor's degree in accounting, finance, or related field
• 5+ years' experience in state income and franchise tax or federal tax, pass-through, tax research, and corporate tax returns; 4+ years providing tax planning services and 2+ years with investment management or partnership taxation

Nice to Have

• Public Accounting experience
• Excellent research and writing skills
• Excellent presentation and communications skills
• Management experience

Skills

* Required skills

Certifications