Tax Senior, Transaction Integration Services (T&IS) - Post Merger Integration (PMI)

Tax | Business Tax Svcs
Same job available in 9 locations

Position Summary

 M&A Transactions. Divestitures. Integrations. Joint Ventures. Legal Entity Rationalization. You know what these terms mean and you have strong compliance and/or tax provision skills. You have worked with public companies and/or large multi-nationals and desire to join a team that is fast-paced, cross collaborative and project focused. If these descriptions interest and excite you, a job with Deloitte’s National T&IS team may be a great fit for you!

Work you’ll do

As a T&IS Tax Senior focused on PMI, you will:

  • Analyze and understand complex tax issues through reading financial statements, regulatory filings, transactional documentation, client correspondence, and tax returns. Translate that knowledge into assisting in the evaluation of the income and indirect tax implications of proposed integrations, divestitures, and related business transformational transactions.
  • Direct complex tax research, formulate tax-planning strategies, and perform tax department assessments, working with others within Deloitte Tax to ensure delivery of impactful client service at the highest possible level.
  • Expand your tax research skills via extensive tax research involving complex technical tax and operational issues (e.g. taxation of corporations and pass-throughs, tax accounting methods, tax operations, indirect taxation schemes in the United States and abroad).
  • Supervise assignments by tax professionals at the Consultant level with Deloitte Tax focusing on project management and effective communication skills.
  • Demonstrate sound judgment and instincts with respect to evaluating complex scenarios, while supervising and developing our people.

The team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of multiple tax service offerings, including Transaction & Integration Services (T&IS). The T&IS practice advises businesses and their investors on tax matters associated with integration, divestment, joint ventures, bankruptcy emergence, public equity offerings, and legal entity realignment. Within this team, a segment of the group is focused on Post-Merger Integration (PMI). This subgroup functions primarily within an Integrated Service Offering format (along with Consulting, AERS, and FAS) providing tax integration/divestiture services. The goal of PMI is to deliver appropriate tax consulting and compliance services to companies involved in large mergers, acquisitions, divestitures, and other restructuring transactions. Specifically, they assist clients on the following matters of taxation:

  • Those resulting from the transaction (such as transaction costs and attribute limitations).
  • Departmental operations (e.g. combined financial accounting, tax department assimilation, or tax ops stand-up).
  • Those arising from synergy capture and business or process changes (e.g. Day 1 Readiness integration, legal entity rationalization, roadmaps, project plans).
  • Members of the T&IS team also provide stock basis and Earnings & Profit (E&P) analysis for companies that are restructuring, disposing of unwanted subsidiaries, making strategic acquisitions using both cash and stock, spin transaction, worthless securities deductions, or contemplating debt restructuring.

Qualifications

Required:

  • Bachelor's degree in Accounting, Business, Finance or JD
  • 2+ years’ experience in core federal tax compliance, including federal and/or international
  • A background in tax compliance and accounting for income tax and a broad understanding of US income taxation
  • Experience with ASC 740, tax accounting, and basic multi-state and international tax principles
  • Travel up to 80% (While up to 80% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.)
  • One of the following accreditations obtained, or in process, or must be able/willing to obtain: Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent
  • Limited immigration sponsorship may be available

Preferred:

  • Advanced degree such as MST, MAcc, or LLM
  • Working knowledge of corporate tax issues associated with business combinations and divestitures, including substantial experience in taxation of corporations and their shareholders, partnerships and their partners, and similar disciplines
  • Self-starter with demonstrated ability to effectively handle multiple, competing priorities
  • Demonstrated effective verbal and written communication skills
  • Highly disciplined and able to work under strict deadlines in fast-paced collegial environment
  • Previous Big 4 experience or equivalent

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. Learn more about our inclusive culture.

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. Learn more about our commitment to developing our people.


As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, where applicable. See notices of various ban-the-box laws where available.

Requisition code: 25359

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