Deloitte Tax Senior in New York, New York

Deloitte Tax LLP seeks a Tax Senior in New York, NY.

Work You ll Do

Assist clients to balance compliance details and long-term tax strategies as well as understand national, state and local, and international tax structures and align tax functions with business objectives; provide day-to-day client service relationships and serve as the gateway to a variety of specialized tax services that can help improve compliance with taxing entities while maintaining each client s overall tax risk profile; work closely with clients and other members of the team to understand each organization s global goals and strategies and how industry and economic trends affect the business; provide compliance and consulting services to corporate and individual clients; identify complex tax issues and provide tax analysis for a variety of entities and their affiliates; participate in complex tax research projects for clients in diverse industries, and researching and analyzing a wide range of tax issues related to business transactions and the tax implications of financing techniques for a variety of entities and their affiliates; undertake tax compliance assignments for current and former executives of client corporations and partners of client organizations; assume tax-planning responsibilities for federal and individual clients; mentor and coach junior team members and escalate issues when necessary.



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

  • Eighteen months of experience providing tax planning services or preparing and reviewing client work papers and tax returns.

  • Experience must include eighteen months of:

  • Preparing and reviewing PFIC (Passive Foreign Investment Corporation) statement, Form 5471, Form 926, Trust Return 1041, Form 1065, Form 1120 and Form 8865 for US investors;

  • Applying tax codes and regulations relating to CFC (Controlled Foreign Company), subpart F income, and derivative transactions, including TRS (total return swap), interest rate swap, and currency swaps;

  • Preparing taxable income calculation and phantom income reconciliation, and calculating tax basis amortization of original issuance discount, market discount and premium;

  • Utilizing Bloomberg terminal and LexisNexis to research and solve complex tax issues;

  • Utilizing tax software, including GoSystem, ProSystem, Corptax and CCH Axcess, to provide tax compliance services to clients;

  • Planning, performing, and reviewing partnership tax adjustments, allocations, and Schedule K-1s and tax returns for Hedge Funds, Private Equity firms, and family offices, including sidepockets, onshore, offshore, fund of fund, and master-feeder structure;

  • Analyzing trading activities of clients portfolios to identify proper tax treatments, including classification of dividend income, Section 988, wash sales, and return of capital basis adjustments;

  • Tracking and reviewing the sidepocket stand-alone basis within a partnership structure, and each partner s inside and outside basis by analyzing contributions, distributions, transfers, sales (including related party sales), and other adjustments; and

  • Analyzing capital allocation models in accordance with partnership agreements, including allocations of capital activity, P&L, and incentive fee calculations.


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Category: Tax

About Deloitte

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