Tax Manager - National Federal Tax Services - Partnership Solutions Group - Investment Management

Technology is transforming tax. Deloitte’s Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics, technology, and automation.

Recruiting for this role ends on 5/31/2027

Work you’ll do

As a Manager on our team, you will:

• Collaborate with tax subject matter specialists to envision and design new features and products,
• Collaborate with software developers to develop and deploy features and products,
• As an integral part of client engagement teams, oversee internal Deloitte tax team members and client users to plan and execute on optimal application configurations and usage,
• Provide day-to-day management of multiple engagements, interacting directly with clients and Deloitte teams,
• Supervise national teams in both our U.S. and U.S.-India offices,
• Mentor and develop consultants, senior consultants, and interns—providing leadership, counseling, and career guidance,
• Actively participate in marketplace pursuits such as meeting with prospective clients and demonstrating our technology portfolio, and
• Manage the operations and economics of projects.

The team

Our Financial Services Tax Transformation practice serves the full spectrum of financial services sectors including banking, private equity, hedge funds, real estate funds, mutual funds, and insurance companies. Our national team is part of the National Federal Tax Services (NFTS) practice within Deloitte Tax LLP which is made up of a series 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.

Qualifications

Required:

• Ability to perform job responsibilities within a hybrid work model that requires US Tax Processionals to co-locate in person 2-3 days per week
• Ability to travel 25% on average, based on the work you do and the clients and industries/sectors you serve.
• 5+ years’ experience in financial services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies
• Experience presenting to clients or other decision-makers for purposes of project delivery or sales pursuits
• Limited immigration sponsorship may be available. 
• Bachelor’s degree in Accounting, Finance, Tax or other business-related field. 
• One of the following active accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA exam
• If not CPA eligible:
• Licensed Attorney
• Enrolled Agent
• Certifications:
• Chartered Financial Advisor (CFA)
• Certified Financial Planner (CFP)

• 5+ years’ Big 4 experience using tax technology in financial services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies
• Proven leadership managing virtual teams including out of country offshore teams
• Mastery of Alteryx, Power BI
• Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
• Demonstrated ability to develop working relationships
• Experience working in a fast-paced, team environment
• Strong executive presence and demonstrated effective verbal and written communication skills
• Advanced Excel capabilities

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 $105,375 to $215,375

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.