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 week
• Ability 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 companies
• Experience presenting to clients or other decision-makers for purposes of project delivery or sales pursuits
• Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
• Demonstrated ability to develop working relationships
• Experience working in a fast-paced, team environment
• Strong executive presence and demonstrated effective verbal and written communication skills
• Advanced Excel capabilities
• Bachelor's degree in accounting
• One of the following active accreditations obtained:
  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA exam
  • If not CPA eligible:
    • Licensed Attorney
    • Enrolled Agent
    • Certifications:
      • Chartered Financial Advisor (CFA)
      • Certified Financial Planner (CFP)
• Minor or coursework in management information systems or data analytics
• 5+ 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 companies
• Proven leadership managing virtual teams including out of country offshore teams
• Mastery 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: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

Recruiting tips

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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 www.deloitte.com/us/about 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: 186587