Tax Manager - Financial Svcs Industries - Global Information Reporting

Min 5 yrs required

Full-time

No

# Tax Manager - Financial Services Industries - Global Information Reporting

Deloitte Tax LLP is looking for a Tax Manager for its Global Information Reporting practice. The Tax Manager will be part of a diverse team responsible for leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry. This position is available in 31 locations and offers a wage range of $84,980 to $193,440.

## Job 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. Responsibilities include, but are not limited to:

* Coordinating international teams across jurisdictions to assist financial institutions with their compliance efforts
* Building relationships with clients and managing engagements workflow
* 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 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
* 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

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

## Compensation

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.

## Other Benefits

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

* 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
* Leveraging different ideas and perspectives, and bringing more creativity and innovation to help solve our client most complex challenges
* Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship
* On-the-job learning experiences and formal development programs to continue to grow throughout their career
* Recruiting tips from Deloitte recruiters and information on benefits, our people and culture, our purpose, commitments, and impact

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.

Refer to posting

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)

Refer to posting

Refer to posting

Qualification and Experience Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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