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Tax Senior

3 days ago San Jose, CA

Position Summary

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

Work You'll Do
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. Assist clients in streamlining their tax compliance process, especially in the area of partnership specific tax calculations and Schedule K-1 preparation. Assist clients in various industries with: Life Events for Partnerships (formations, terminations, mergers); Inside and Outside Basis Computations; Section 704(c) and 743(b) Computations; Schedule K-1 processing; and development of custom technology solutions to streamline the compliance process. Develop client service relationships and facilitate specialized Deloitte tax services to improve compliance with taxing entities while maintaining each client's overall tax risk profile. Apply federal tax compliance principles and work closely with clients as well as the Deloitte tax team to further clients' global goals and strategies and align them with industry and economic trends. Mentor and coach junior team members.

Requirements
Bachelor's (or higher) degree in Accounting, Taxation, Finance, Business Analytics, or related field (willing to accept foreign education equivalent) plus eighteen months of experience as a Tax Senior or related occupation gaining experience providing tax planning services or preparing and reviewing client workpapers and tax returns. Experience must include 18 months of:
• assisting clients with Schedule K-1 processing;
• performing complex partnership computations, including IRC 704(c) computations, and analyzing partnership agreements with respect to investment management funds in order to compute complex tax calculations regarding partnership allocations;
• utilizing tax software, including GoSystem, to provide tax compliance and consulting services to various clients;
• utilizing tax research resources to respond to federal notices for partnerships;
• applying tax compliance calculations to the preparation of returns for private equity funds, and investment management products;
• completing workpapers and income allocation schedules, and analyzing and creating tax footnotes to create Schedule K-1 and Schedule K-3 filings;
• preparing and reviewing PFIC (Passive Foreign Investment Corporation) statement, Form 926, Form 1065, Form 8865, Form 8621, and Form 8858 for US and non-US entities;
• reviewing taxable income calculation and phantom income reconciliation, and calculating tax basis amortization of original issuance discount, market discount, and premium; and
• assisting with the analysis and launching of new private equity funds, including requesting EIN, withholding statements, and withholding tax forms for offshore entities.

Other
Annual Salary: $96,637.00 - $151,580.00.

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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 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 clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

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Our purpose

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

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 https://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: 314836

Job ID 314836

Client-provided location(s): San Jose, CA
Job ID: Deloitte-314836
Employment Type: OTHER
Posted: 2025-10-14T18:58:53

Perks and Benefits

  • Health and Wellness

    • Parental Benefits

      • Work Flexibility

        • Office Life and Perks

          • Vacation and Time Off

            • Financial and Retirement

              • Professional Development

                • Diversity and Inclusion