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Deloitte

   Location: New jersey united states multistate tax tax senior new york new york united states tax senior san jose california united states tax senior morristown new jersey united states

  Time: 3 days ago

Position Summary

Deloitte Tax LLP seeks a Tax Senior in Costa Mesa, CA.

Work You’ll Do

Assist clients with fundamental tax planning and analysis, work to understand company-specific business and tax issues and identify and mitigate risk areas. Under the supervision of Tax Managers, oversee tax consulting projects for clients in diverse industries. Research and analyze a wide range of tax issues encountered on engagements. Assume tax-planning responsibilities for our federal clients and assist with the supervision of assignments. Assist with tax planning opportunity identification, implementing tax planning projects, providing tax research and analysis for clients in diverse industries, and keeping up-to-date on current tax practices and technical issues. Develop a working knowledge of the client's business and tax systems, take responsibility for clearing open items relating to assigned areas, meeting client deadlines, and contribute to the successful completion of projects. Mentor and coach junior team members and escalate issues when necessary. Actively participate in engagement planning and decision-making.

Requirements

  • Bachelor's (or higher) degree in Accounting, Finance, Taxation or related field (willing to accept foreign education equivalent).
  • Eighteen (18) months of experience as a Tax Senior or related occupation gaining experience providing tax planning services or preparing and reviewing client work papers and tax returns.
  • Experience must include eighteen (18) months of:
    • Preparing federal and state/local income tax returns for partnerships, corporations, high net-worth individuals, trusts, and Real Estate Investment Trusts (REITs);
    • Utilizing tax software, including CCH Axcess, Corptax, and GoSystem, to prepare federal, state, local, and international income tax returns, and calculate estimated tax and process filings, and utilizing tax research resources, including CCH and BNA, to respond to federal and multistate tax notices for Partnerships, REITs, Trusts, and Individuals;
    • Preparing quarterly and annual provisions in accordance with ASC 740;
    • Applying Subchapter K, and identifying technical issues for real estate-related funds, including basis, transfer of property, and terminations;
    • Applying tax compliance calculations to the preparation of various returns for Trusts, Individuals, and publicly traded and private companies, including C-Corporations, Partnerships, and REITs;
    • Conducting quarterly and annual assets/income testing for REITs, reviewing E&P calculations and distributions, and preparing and reviewing federal and state income tax returns for REITs;
    • Analyzing partnership agreements with respect to real estate funds and operating companies in order to calculate partnership allocations;
    • Preparing and reviewing partnership taxable income allocation reports, and calculating and reviewing target capital accounts, waterfall, preferred return, and promote interest allocations;
    • Assisting with estate planning for high net-worth individuals and families, including legacy assessments; and
    • Mentoring and coaching junior team members.
  • Position requires approximately 10% domestic travel.
  • Salary: $77,700.00 - $144,300.00/year
Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

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.

Our purpose

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. 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.
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.

Position Summary

Deloitte Tax LLP seeks a Tax Senior in Costa Mesa, CA.

Work You’ll Do

Assist clients with fundamental tax planning and analysis, work to understand company-specific business and tax issues and identify and mitigate risk areas. Under the supervision of Tax Managers, oversee tax consulting projects for clients in diverse industries. Research and analyze a wide range of tax issues encountered on engagements. Assume tax-planning responsibilities for our federal clients and assist with the supervision of assignments. Assist with tax planning opportunity identification, implementing tax planning projects, providing tax research and analysis for clients in diverse industries, and keeping up-to-date on current tax practices and technical issues. Develop a working knowledge of the client's business and tax systems, take responsibility for clearing open items relating to assigned areas, meeting client deadlines, and contribute to the successful completion of projects. Mentor and coach junior team members and escalate issues when necessary. Actively participate in engagement planning and decision-making.

Requirements

  • Bachelor's (or higher) degree in Accounting, Finance, Taxation or related field (willing to accept foreign education equivalent).
  • Eighteen (18) months of experience as a Tax Senior or related occupation gaining experience providing tax planning services or preparing and reviewing client work papers and tax returns.
  • Experience must include eighteen (18) months of:
    • Preparing federal and state/local income tax returns for partnerships, corporations, high net-worth individuals, trusts, and Real Estate Investment Trusts (REITs);
    • Utilizing tax software, including CCH Axcess, Corptax, and GoSystem, to prepare federal, state, local, and international income tax returns, and calculate estimated tax and process filings, and utilizing tax research resources, including CCH and BNA, to respond to federal and multistate tax notices for Partnerships, REITs, Trusts, and Individuals;
    • Preparing quarterly and annual provisions in accordance with ASC 740;
    • Applying Subchapter K, and identifying technical issues for real estate-related funds, including basis, transfer of property, and terminations;
    • Applying tax compliance calculations to the preparation of various returns for Trusts, Individuals, and publicly traded and private companies, including C-Corporations, Partnerships, and REITs;
    • Conducting quarterly and annual assets/income testing for REITs, reviewing E&P calculations and distributions, and preparing and reviewing federal and state income tax returns for REITs;
    • Analyzing partnership agreements with respect to real estate funds and operating companies in order to calculate partnership allocations;
    • Preparing and reviewing partnership taxable income allocation reports, and calculating and reviewing target capital accounts, waterfall, preferred return, and promote interest allocations;
    • Assisting with estate planning for high net-worth individuals and families, including legacy assessments; and
    • Mentoring and coaching junior team members.
  • Position requires approximately 10% domestic travel.
  • Salary: $77,700.00 - $144,300.00/year
Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

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.

Our purpose

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. 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.
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.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see 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.

Requisition code: 205034

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