Tax - Senior Manager - Financial Services Industries Tax - Global Information Reporting

As a Tax Senior Manager within the Global Information Reporting practice, you will be part of a diverse team that is currently leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry. Responsibilities will include:

• 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
• Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, Chapter 3 and 61 requirements
• Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing
• Participate in trainings and educate tax consultants on the impacts of these regulations

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
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

• 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 other business-related field
• 8+ 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
• 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)

• Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA
• Previous Big 4, CPA firm experience or law firm experience
• Experience with managing teams and engagement workflows
• Excellent presentation and communications skills
• Supervisory experience

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 $119,490 to $272,090.

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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Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.