Financial Services Tax Transformation Manager at Deloitte
Houston, TX 77001
About the Job
Position Summary
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 5/31/2024
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, andManage 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 weekAbility 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 companiesExperience presenting to clients or other decision-makers for purposes of project delivery or sales pursuitsProven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilitiesDemonstrated ability to develop working relationshipsExperience working in a fast-paced, team environmentStrong executive presence and demonstrated effective verbal and written communication skillsAdvanced Excel capabilitiesBachelor’s degree in accountingOne of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPA examIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)Minor or coursework in management information systems or data analytics5+ 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 companiesProven leadership managing virtual teams including out of country offshore teamsMastery of Alteryx, Power BI
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 $103,230 to $235,170.
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.
Information for applicants with a need for accommodation:
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte
Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization
We value our people and offer employees a broad range of benefits
Learn more about what working at Deloitte can mean for you.
Our people and culture
Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges
This makes Deloitte one of the most rewarding places to work
Learn more about our inclusive culture.
Our purpose
Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities
We are creating trust and confidence in a more equitable society
At Deloitte, purpose is synonymous with how we work every day
It defines who we are
We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments
Learn more about Deloitte's purpose, commitments, and impact.
Professional development
From entry-level employees to senior leaders, we believe there’s always room to learn
We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship
From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP
Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries
Certain services may not be available to attest clients under the rules and regulations of public accounting.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: 186587AccoladesTax
| Business Tax ServicesSame job available in 21 locations
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 5/31/2024
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, andManage 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 weekAbility 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 companiesExperience presenting to clients or other decision-makers for purposes of project delivery or sales pursuitsProven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilitiesDemonstrated ability to develop working relationshipsExperience working in a fast-paced, team environmentStrong executive presence and demonstrated effective verbal and written communication skillsAdvanced Excel capabilitiesBachelor’s degree in accountingOne of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPA examIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)Minor or coursework in management information systems or data analytics5+ 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 companiesProven leadership managing virtual teams including out of country offshore teamsMastery of Alteryx, Power BI
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 $103,230 to $235,170.
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.
Information for applicants with a need for accommodation:
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte
Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization
We value our people and offer employees a broad range of benefits
Learn more about what working at Deloitte can mean for you.
Our people and culture
Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges
This makes Deloitte one of the most rewarding places to work
Learn more about our inclusive culture.
Our purpose
Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities
We are creating trust and confidence in a more equitable society
At Deloitte, purpose is synonymous with how we work every day
It defines who we are
We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments
Learn more about Deloitte's purpose, commitments, and impact.
Professional development
From entry-level employees to senior leaders, we believe there’s always room to learn
We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship
From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP
Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries
Certain services may not be available to attest clients under the rules and regulations of public accounting.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: 186587AccoladesTax
| Business Tax ServicesSame job available in 21 locations
