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Tax Senior Accountant, Internal Tax Team - Partner Tax Matters

Tax Senior Accountant, Internal Tax Team - Partner Tax Matters

Georgia StaffingAtlanta, GA, US
9 hours ago
Job type
  • Full-time
Job description

Tax Senior Accountant - Partner Tax Matters

Role is based in Atlanta, Nashville / Hermitage, Dallas, Houston, Chicago. Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Senior Accountant role is part of our internal US Firms Tax ("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 the domestic and foreign compliance for the Deloitte US Firms' entities.

What You'll Do

  • Prepare the allocations of federal and state taxable incomes to our partners.
  • Prepare and review partner level information that will be communicated in our annual Forms K-1 packages.
  • Onboard, manage and retain our staff, and assist with transforming our people, processes, and technology.

About the Team

The Partner Tax Matters team is responsible for allocating federal and state taxable incomes to our partners, and for producing and distributing the annual Forms K-1 packages to all active and retired US Firms partners. The Partner Tax Matters team also calculates the various required withholding tax amounts. The Partner Tax Matters team leads strategic planning projects, such as projections of various taxable income scenarios and PET analysis. Finally, the Partner Tax Matters team also responds to partner inquiries of the items reported to them on their Forms K-1. The team works remotely and from business hubs in Atlanta and Nashville / Hermitage.

Primary Duties and Responsibilities

  • Produce and distribute annual partner Forms K-1 packages, including allocations of income, deductions, and separately stated items to US Firms partners.
  • Prepare allocations of items for 199A, 163(j), and Form K-3 reporting.
  • Assist in the preparation of federal, state, and local income tax returns, including composite nonresident income tax returns, withholding tax returns, and certain partner-related information.
  • Coordinate on federal withholding information returns.
  • Prepare and review selected general ledger accounts monthly for appropriateness of certain withholding accruals.
  • Prepare and track tax capital for the partners.
  • Assist with workflow management and supervising tax consultants on assigned engagements.
  • Manage the annual partner state tax elections process and the collection of nonresident non-joiner affidavits, review per partner withholding, PET, and composite tax calculations.
  • Assist with partner questions regarding federal or state or local tax matters related to their K-1 information and withholdings.
  • Perform tax research as necessary regarding federal and state tax issues affecting the US Firms or our partners.
  • Assist with implementation of any federal or state or local tax-related legislation.
  • Make recommendations on business and process improvements related to US Firms tax matters.
  • Qualifications Required

  • Bachelor's degree in Accounting / Taxation.
  • Eligible for CPA, Enrolled Agent, or other relevant certification.
  • Minimum of 3 years of relevant experience in a professional services firm.
  • Strong knowledge of federal and state partnership tax compliance, including partner-level income allocations, tax research, and tax planning.
  • Prior experience supervising tax professionals on a project or engagement basis.
  • Tax forecasting / planning experience.
  • Proficient in Excel.
  • Ability to travel 0-15%, on average, based on the work you do and the clients and industries / sectors you serve.
  • Limited sponsorship may be available.
  • Qualifications Preferred

  • Advanced degree.
  • Knowledge of SQL Microsoft Management Studio, Microsoft Power BI, or Alteryx a plus.
  • 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 $127,900. 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.

    Information for applicants with a need for accommodation : https : / / www2.deloitte.com / us / en / pages / careers / articles / join-deloitte-assistance-for-disabled-applicants.html

    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.

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