As a Manager in this group, you will manage relationships, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate, and execute day-to-day management activities. You'll oversee analysis on equity, derivative, and debt investments, preparation and/or review of taxable income calculations, preparation and/or review of taxable income reports, and communicating with clients, their servicers and/or administrators. Specific responsibilities include:
- Leverage proprietary software, third party data providers, and automation tools to deliver accurate tax analysis for mutual fund, hedge fund, and insurance clients
- Calculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform
- Maintain, enhance, and provide production support for Deloitte's proprietary regulated investment company (RIC) tax compliance platform
- Lead client engagements: communicate with client and/or internal tax teams, manage and support professionals on our team, develop a game plan to execute on the client engagement and review deliverables
- Perform tax research to address tax technical issues that arise related to financial product related transactions
- Train younger professionals on the technical issues that are applicable in our business.
- Develop requirements for system enhancements and ongoing testing of calculations, processes, and reporting
- Support pursuit of new client opportunities and scope expansion for existing client
- Work within a team and support and mentor junior staff
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 of full-time professional experience
- Bachelor's degree in accounting, finance, MIS, or related field required
- Practical knowledge in equity and fixed income financial products, income tax principles, RIC taxation and/or project management
- Big 4 or fund administration experience or equivalent
- Data Analytics experience and solid technology skills
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- 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:
- Project Management Professional (PMP)
- Chartered Financial Advisor (CFA)
Preferred: - Advanced degree in Accounting, Finance, LLM or other applicable degree
- Proven problem-solving capabilities
- Experience serving clients or directly working within the financial services industry
- Solid experience in financial system design and implementation
- Alteryx, Power BI, Python, SQL, and/or VBA experience
For individuals assigned and/or hired to work in New York City, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York City and 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. 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 $129,225 to $215,375
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.
