Tax Senior

Position Summary

Deloitte Tax LLP seeks a Tax Senior in Dallas, TX.

Work You'll Do

Research and analyze a wide range of tax issues encountered on engagements. Assist clients with fundamental tax planning and analysis, work to understand trust/estate-specific tax issues and identify and mitigate risk areas. Under the supervision of Tax Managers, prepare tax returns for individuals, trusts, and estates with high complexity. Review tax returns prepared by junior team members. Assist with tax planning opportunity identification, implementing tax planning projects, providing tax research and analysis for clients 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 contributing to the successful completion of projects. Mentor and coach junior team members and escalate issues when necessary.

Requirements

• Bachelor's (or higher) degree in Accounting, Taxation, Finance, or related field (willing to accept foreign education equivalent).

• Eighteen months 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 one year of:

• Preparing federal and state income tax returns and related informational tax forms for trusts and estates, including Form 1041, Form 8855, and Form 56;

• Reviewing and analyzing tax code and regulations for preparation of federal and state tax returns for Trust and Estate accounts;

• Reviewing transactional data using Thomson Reuters ONESOURCE Trust Tax for preparation of federal and state tax returns for Trust and Estate accounts;

• Analyzing trust documents to determine how provisions will be treated for tax purposes, including classification of trust type and treatment of distribution provisions in the trust;

• Preparing annual consolidated statements for tax deferred accounts and preparing memos to documents clients' tax positions;

• Preparing federal, state, and international income tax returns for high-net-worth individuals;

• Utilizing tax software, including Thomson Reuters ONESOURCE and UltraTax to prepare federal, state, local, and international income tax returns, calculate estimated tax, and process filings;

• Utilizing tax research tools, including LexisNexis and CCH, to provide tax compliance and consulting services to various clients;

• Assisting with Trust and Estate matters relating to Internal Revenue Service and state tax examinations and drafting memos to analyze and respond to IDRs and various tax notices; and

• Preparing quarterly estimated tax payments for individuals and trusts, and preparing schedules for federal and state income tax returns.

Recruiting tips

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

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.

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. Learn more about Deloitte's purpose, commitments, and impact.

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 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.

Requisition code: 178188