Tax Manager - Financial Svcs Industries - Global Information Reporting

Min 5 yrs required

Full-time

No

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

Deloitte Tax LLP is looking for a Tax Manager to join their Global Information Reporting team, providing expertise to clients in 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.

This role is available in 31 locations and the wage range for this role is estimated to be between $84,980 to $193,440. Successful candidates will be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program.

### 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.
* 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 educate tax consultants on the impacts of these regulations.

### Qualifications

The ideal candidate should have:

* 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.

The following qualifications are preferred but not required:

* 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 people to be who they are and make a difference.
* Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship.
* On-the-job learning experiences and formal development programs.
* Participation in a discretionary annual incentive program, subject to the rules governing the program.
* Working at Deloitte, a place where our purpose is to make an impact that matters for our clients, our people, and in our communities.

Deloitte is an equal opportunity employer. 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. Requisition code: 165255.

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Health, Retirement, Paid Time Off, Professional Development

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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)

Masters of Tax, JD, and/or LLM

Interested applicants should apply online

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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