Tax Senior

Position Summary

Deloitte Tax LLP seeks a Tax Senior in San Jose, California.

Work You'll Do
Conduct and lead interviews with client subject matter experts. Review and revise draft technical memorandum to document project development process. Review and recommend revisions for the assembled client deliverables. Prepare strategic analysis of consolidated and standardized source data. Work with local office Deloitte Tax professionals to assist clients with fundamental tax planning and analysis. Work to understand company-specific business and tax issues and work with the company to optimize its tax position to identify and mitigate risk areas. Build credit models using Microsoft Excel based on quantitative and qualitative inputs, and consolidate clients' information, including acquisition and disposition, tax position, and industry news to optimize clients' credits and incentive opportunities. Perform variance analysis and trend analysis for client workpapers. Create project work plans and monitor progress to ensure timelines are met for research and development tax credit. Assist clients with IRS audit defense with tax credit through responses to IRS IDRs and technical discussions with IRS Engineers. Will commute within the San Jose, California area to consult with clients concerning the above job duties.

• Bachelor's (or higher) degree in finance, accounting, business administration, economics, management information systems or related field (willing to accept foreign education equivalent)
• Eighteen (18) months of experience as a Tax Senior or related occupation gaining experience in providing research and development tax credit and incentive services.
• Position requires 18 months of experience in the following:
• building credit models using Microsoft Excel based on quantitative and qualitative inputs, and consolidating clients' information, including acquisition and disposition, tax position, and industry news to optimize clients' credits and incentive opportunities;
• reviewing client work papers, and performing variance analysis and trend analysis utilizing Microsoft Excel to ensure consistency and completeness of source data and sufficient document retention;
• collaborating with internal specialists and leading technical interviews with client personnel to determine qualifications of projects and drafting technical memorandum;
• creating project work plans and budgets, monitoring progress to ensure timelines are met for research and development tax credit;
• interacting directly with client tax management to collect and organize payroll and general ledger source data for credit and incentives analysis;
• reviewing client entities, obligations, and deliverables utilizing a web-based engagement management platform related to the scope of the engagement;
• performing snapshots and providing timely performance review feedback to staff members, and conducting periodical check-ins to identify and meet their development needs and train them on the focus areas;
• conducting data preparation, conversion, and analysis using Microsoft Office suite;
• conducting R&D tax credit analysis to understand client data, quantify eligible expenditures under U.S. IRC 41 and 174, and prepare memoranda explaining the client's eligibility to claim federal and state credits and identifying qualifying expenditures; and
• mentoring, coaching, and training junior team members.
• Less than 10% domestic travel outside of normal commuting distance.