Deloitte

Tax Manager - Fiduciary Services

Deloitte$100K — $179K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, or related field
  • 5+ years' experience in federal tax compliance and related areas
  • Ability to travel up to 25%
  • Ability to work independently and collaborate as part of a team
  • Licensed CPA, Attorney, or Enrolled Agent (or equivalent certification)

Responsibilities

  • Provide federal tax consulting and compliance services for diverse clients
  • Manage the tax engagement team and client relationships
  • Collaborate with specialists to tackle complex tax issues
  • Assist in global tax challenges for clients
  • Transform tax departments to enhance efficiency

Benefits

  • Broad range of employee benefits
  • Participation in a discretionary annual incentive program
  • Support from firm leadership
  • Strong professional development opportunities
  • A collaborative and diverse team environment
Full Job Description
Recruiting for this role ends on May 31st, 2027.

What You'll Do

As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.

A successful candidate would possess these skills:
  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
The Team

At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level.

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
  • Bachelor's degree in accounting, finance, or related field
  • 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
  • Limited immigration sponsorship may be available
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • One of the following active 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)
Preferred:
  • Advanced degree (MST, JD, and/or LLM)
  • Prior Big 4/large CPA firm experience
  • Fiduciary income, transfer tax, and exempt-entity compliance/consulting for trusts, estates, and tax-exempt organizations
  • Review and management of IRS filings (Forms 706, 1041, 1040)
  • Cross-border compliance: identify foreign reporting obligations and prepare/advise on international/informational returns (e.g., 5471, 8858, 8865, 3520, 3520-A)
  • U.S. tax structuring for multi-jurisdiction inheritance/succession planning, including domestic and foreign trust structures
  • Strong tax research, technical writing, and issue-spotting; able to explain complex issues to clients and non-tax stakeholders
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 $100,350- $179,875.

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.

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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.

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

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