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Deloitte Tax Senior, Insurance Tax - Financial Services Tax Transformation in Chicago, Illinois

If you love technology and tax and want to be at the cutting-edge intersection of the two, Deloitte's Partnership Solutions Group (PSG) may be the place for you! If you want to be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of clients in the insurance and financial services industries, come join our team today!

Work you'll do

As a Senior on our PSG IM team, you will:

  • Consult with subject matter specialists and our clients in transforming their tax compliance processes through process and technology.

  • Develop new features and capabilities in our industry leading iPACS technology ecosystem

  • Review emerging technologies and assist in integrating them into our service delivery

  • Lead client engagement teams and client delivery.

  • Supervise tax consultants and interns.

The team

PSG is part of National Federal Tax Services (NFTS), a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.



  • 2 years' experience in federal partnership tax compliance or tax compliance for investments with corporate ownership

  • Foundational knowledge of Generally Accepted Accounting Principles (GAAP), Statements of Statutory Accounting Principles (SSAP), and related pronouncements such as Accounting Standards Codification Topic 740: Income Taxes (ASC 740) and Statement of Statutory Accounting Principles No. 101 (SSAP 101).

  • Bachelor's degree in accounting

  • One of the following accreditations obtained, in process, or willing/able to obtain:

  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA

  • If not CPA eligible:

  • Licensed attorney

  • Enrolled Agent

  • Aptitude in Microsoft Office Suite, especially Microsoft Excel

  • Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve

  • Limited immigration sponsorship may be available


  • Familiarity with tax compliance for investments

  • Investment management industry experience (e.g. private equity, real estate, fund of funds, hedge funds)

  • Advanced degree such as MSA or MST

  • Experience working in a fast-paced, team environment

  • Strong executive presence and demonstrated effective verbal and written communication skills

  • A self-starter with demonstrated ability to effectively handle multiple, competing priorities

  • Demonstrated ability to proactively develop internal and external working relationships



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.