Tax Senior, Strategy & Planning

Tax Services | Business Tax
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Position Summary

The Special Projects Team within the US Firms Tax (“USFT”) group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms’ transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms’ entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns.

Recruiting for this role ends on April 30th 2026.

Work you’ll do

We are seeking a Tax Senior to support our Special Projects team in delivering federal tax guidance to internal and business stakeholders. The Tax Senior will support the execution of significant US Firms transactions, including acquisitions, divestitures, and internal restructurings. This role will help drive high-quality strategic planning and will assist in providing tax accounting/disclosure deliverables in close collaboration with other internal functions, such as Finance, Talent, and the Office of General Counsel. The Tax Senior will also manage certain strategic tax reviews that directly impact the calculation of taxable income. This role enables our team to keep complex, cross-functional work moving from issue identification through implementation.

  • Support the team leader in reviewing and summarizing tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms’ transactions in order to surface tax risks, elections, and post-close action items.
  • Assist the team leader in advising the businesses and other internal functions, including the Office of General Counsel, Finance, and Corporate Development on the tax considerations of transaction-related matters, including structuring alternatives and execution readiness.
  • Under the direction of the team leader, analyze and compute book-to-tax differences arising from significant transactions; document positions, assumptions, and supporting calculations to enable accurate provision and compliance treatment.
  • Support preparation, review, and maintenance of schedules and work papers for the US Firms’ partnership federal returns, including transaction-specific analyses and required disclosures; help ensure completeness, accuracy, and audit-ready documentation.
  • Partner with Finance and support the team leader on tax accounting and financial reporting deliverables (disclosures, planning models, and forecasts), including preparing workpapers and tie-outs.
  • Perform federal tax technical research as needed; draft clear summaries/memos for the team leader’s review with practical recommendations and implementation steps.
  • Help the team leader manage special project workflows (intake, prioritization, project plans, status reporting, deliverable tracking, and stakeholder communications); proactively identify bottlenecks, risks, and dependencies.
  • Assist the team leader with assessing and implementing new federal tax legislation and guidance; support impact analysis, updates to processes/work papers, and coordination of stakeholder communications.
  • Identify opportunities to improve processes, controls, templates, and automation related to US Firms’ tax matters; develop recommendations and support implementation under the team leader’s guidance.

The Team

Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Senior role is part of our internal USFT team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all of the domestic and foreign compliance for the Deloitte US Firms’ entities.

Qualifications

Required:

  • Bachelor’s degree in Accounting/Taxation required.
  • Eligible for CPA or other relevant certification.
  • Three (3) + years of prior experience.
  • Proficient in Excel
  • Limited immigration sponsorship may be available
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.

Preferred:

  • Advanced degree.
  • Experience in a professional services firm.
  • Prior experience with M&A related transactions
  • Strong federal partnership tax fundamentals
  • Excellent technical research and communication skills
  • Exceptional project management skills

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 $69,400 to $142,600.

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.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
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Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers
Requisition code: 328461
Job ID 328461

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