Tax Manager - Financial Svcs Industries - Global Information Reporting

Min 5 yrs required

Full-time

No

## Tax Manager - Financial Services Industries - Global Information Reporting

Deloitte’s Business Tax Services (Federal tax) practice is looking for a Tax Manager to join their Global Information Reporting team. This position is available in 31 locations and offers a competitive salary range of $84,980 to $193,440.

### Responsibilities

The Tax Manager will be responsible for:

- Providing advisory services to financial institutions on the areas of FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code (1042/1042-S and 1099 reporting), Withholding Partnership rules, Qualified Intermediaries, 871 m), and other global information reporting and withholding regimes.
- Coordinating international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules
- Building relationships with clients and managing engagements workflow while supervising tax consultants
- Performing detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, Chapter 3 and 61 requirements
- Contributing to internal technology development by assisting with the design, the drafting of business requirements and technology testing
- Participating in trainings and educating tax consultants on the impacts of these regulations

### Qualifications

- 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
- 5+ years’ experience in FATCA, CRS, chapter 3 and chapter 61 of the Internal Revenue Code, Qualified Intermediaries, 871 m) or other withholding and reporting regimes
- Preparation and review experience of FATCA tax returns, CRS reporting, tax forms validation (W-8, W-9 or CRS Self-certifications), 1042/1042-S and 1099 reporting
- Experience with managing teams and engagement workflows
- One of the following accreditations obtained:
- 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)
- Excellent presentation and communications skills
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

### Preferred Qualifications

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience

### Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits, including:

- A diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- On-the-job learning experiences to formal development programs
- A competitive salary range of $84,980 to $193,440
- Eligibility to participate in a discretionary annual incentive program

If you meet the qualifications and are looking for a rewarding career with an organization that values its people, Deloitte is the place for you. Learn more about what working at Deloitte can mean for you.

Not Specified

Diverse, equitable, and inclusive culture, broad range of benefits, opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

Not Specified

FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code, Qualified Intermediaries, 871 m, 1042/1042-S and 1099 reporting

Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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