Tax Manager - Financial Svcs Industries - Global Information Reporting

Min 5 yrs required

Full-time

No

# Tax Manager - Financial Services Industries - Global Information Reporting

## Job Summary
Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Do you enjoy coordinating efforts in numerous countries and managing international teams? Deloitte’s Business Tax Services practice is looking for Tax Managers to join their Global Information Reporting team and provide expertise to clients to gain a competitive advantage by properly managing tax transparency regimes.

## Responsibilities
* Provide 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.
* Coordinate international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules
* Build relationships with clients and manage engagements workflow while supervising tax consultants
* Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, Chapter 3 and 61 requirements
* Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing
* Participate in trainings and educate 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

## Salary
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 $84,980 to $193,440. 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.

Deloitte's Business Tax Services practice is currently looking for talented Tax Managers to join their Global Information Reporting team. As a Tax Manager, you will be part of a diverse team that is currently leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry. Responsibilities include 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; and contributing to internal technology development by assisting with the design, the drafting of business requirements and technology testing. Qualifications required include 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; and one of the following accreditations obtained: 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). Preferred qualifications include an advanced degree such as Masters of Tax, JD, and/or LLM; and previous Big 4 or large CPA firm experience. The wage range for this role is from $84,980 to $193,440, and you may also be eligible to participate in a discretionary annual incentive program.

Broad range of benefits

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)

Visit to apply

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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