Job Information
Deloitte Tax Senior - Real Estate Tax (Central Region Office Locations) in Milwaukee, Wisconsin
Partnerships. Subchapter K. REITS. Consulting for major players. Are you looking for an opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've got a solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team!
Recruiting for this role ends on June 1, 2025
Work You'll Do
As a Senior Tax Consultant, you will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:
Performing detail-level reviews of partnership work papers, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities.
Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
The Team
As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
Qualifications
Required:
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
3+ years experience providing tax planning services or preparing client work papers and income tax returns
Bachelors degree in accounting, finance or other business-related field
One of the following active accreditations obtained, or in process, or must be able and willing 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
Certifications:
Chartered Financial Advisor (CFA)
Certified Financial Planner (CFP)
Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
Advanced degree such as Masters of Tax, JD, and/or LLM
Experience working in a virtual and/or global environment
Passion for leveraging technology and exploring new technology solutions
Experience with accounting for income taxes in accordance to ASC740
Previous Big 4 or large CPA firm experience
Excellent research and writing skills
Excellent presentation and communications skills
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 $68,180 to $144,300.
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
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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.
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