2,306 Tax Analysis jobs in the United States

Tax Manager - Tax Analysis & Debt Investments

90006 Los Angeles, California Deloitte

Posted 1 day ago

Job Viewed

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Job Description

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!
The Team
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, 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.
One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments.
Work You'll Do
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 asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:
+ Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools.
+ Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
+ Leading client engagements: responsible for communicating with client, managing and supporting professionals on our team, developing a game plan to execute on the client engagement and reviewing deliverables.
+ Performing tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business.
+ Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting.
+ Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
+ Working within a team and supporting and mentoring 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 fixed income financial products, income tax principles, debt instruments and/or project management
+ Big 4 experience or equivalent
+ Data Analytics experience and solid technology skills
+ 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)
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
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
+ Background in financial portfolio review, regulatory reporting and bond administration
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 $103,320 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:
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.
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.
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Tax Manager - Tax Analysis & Debt Investments

02133 Boston, Kentucky Deloitte

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!
The Team
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, 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.
One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments.
Work You'll Do
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 asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:
+ Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools.
+ Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
+ Leading client engagements: responsible for communicating with client, managing and supporting professionals on our team, developing a game plan to execute on the client engagement and reviewing deliverables.
+ Performing tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business.
+ Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting.
+ Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
+ Working within a team and supporting and mentoring 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 fixed income financial products, income tax principles, debt instruments and/or project management
+ Big 4 experience or equivalent
+ Data Analytics experience and solid technology skills
+ 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)
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
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
+ Background in financial portfolio review, regulatory reporting and bond administration
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 $103,320 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:
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.
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.
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Tax Manager - Tax Analysis & Debt Investments

37230 Nashville, Tennessee Deloitte

Posted 15 days ago

Job Viewed

Tap Again To Close

Job Description

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!
The Team
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, 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.
One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments.
Work You'll Do
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 asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:
+ Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools.
+ Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
+ Leading client engagements: responsible for communicating with client, managing and supporting professionals on our team, developing a game plan to execute on the client engagement and reviewing deliverables.
+ Performing tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business.
+ Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting.
+ Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
+ Working within a team and supporting and mentoring 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 fixed income financial products, income tax principles, debt instruments and/or project management
+ Big 4 experience or equivalent
+ Data Analytics experience and solid technology skills
+ 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)
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
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
+ Background in financial portfolio review, regulatory reporting and bond administration
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 $103,320 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:
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.
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.
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Tax Manager - Tax Analysis & Debt Investments

10176 New York, New York Deloitte

Posted 15 days ago

Job Viewed

Tap Again To Close

Job Description

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!
The Team
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, 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.
One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments.
Work You'll Do
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 asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:
+ Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools.
+ Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
+ Leading client engagements: responsible for communicating with client, managing and supporting professionals on our team, developing a game plan to execute on the client engagement and reviewing deliverables.
+ Performing tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business.
+ Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting.
+ Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
+ Working within a team and supporting and mentoring 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 fixed income financial products, income tax principles, debt instruments and/or project management
+ Big 4 experience or equivalent
+ Data Analytics experience and solid technology skills
+ 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)
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
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
+ Background in financial portfolio review, regulatory reporting and bond administration
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 $103,320 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:
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.
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.
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Tax Manager - Tax Analysis & Debt Investments

22102 McLean, Virginia Deloitte

Posted 15 days ago

Job Viewed

Tap Again To Close

Job Description

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!
The Team
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, 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.
One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments.
Work You'll Do
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 asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:
+ Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools.
+ Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
+ Leading client engagements: responsible for communicating with client, managing and supporting professionals on our team, developing a game plan to execute on the client engagement and reviewing deliverables.
+ Performing tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business.
+ Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting.
+ Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
+ Working within a team and supporting and mentoring 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 fixed income financial products, income tax principles, debt instruments and/or project management
+ Big 4 experience or equivalent
+ Data Analytics experience and solid technology skills
+ 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)
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
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
+ Background in financial portfolio review, regulatory reporting and bond administration
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 $103,320 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:
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.
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.
View Now

Tax Manager - Tax Analysis & Debt Investments

84190 Salt Lake City, Utah Deloitte

Posted 15 days ago

Job Viewed

Tap Again To Close

Job Description

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!
The Team
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, 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.
One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments.
Work You'll Do
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 asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:
+ Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools.
+ Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
+ Leading client engagements: responsible for communicating with client, managing and supporting professionals on our team, developing a game plan to execute on the client engagement and reviewing deliverables.
+ Performing tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business.
+ Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting.
+ Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
+ Working within a team and supporting and mentoring 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 fixed income financial products, income tax principles, debt instruments and/or project management
+ Big 4 experience or equivalent
+ Data Analytics experience and solid technology skills
+ 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)
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
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
+ Background in financial portfolio review, regulatory reporting and bond administration
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 $103,320 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:
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.
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.
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Tax Compliance Intern

33408 North Palm Beach, Florida NextEra Energy

Posted 1 day ago

Job Viewed

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Job Description

**Tax Compliance Intern**
**Date:** Sep 30, 2025
**Location(s):** Juno Beach, FL, US, 33408
**Company:** NextEra Energy
**Requisition ID:** 91098
NextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources to power progress. We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us!
**Position Specific Description**
We are seeking to add a tax intern to our tax operations team. This role provides support for our federal and state income tax compliance and planning. This role will gain exposure to a wide variety of income tax concepts, including book to tax adjustments, state by state conformity rules, estimated tax cash forecasting, state apportionment sourcing, as well as a legal entity reporting for LLC's, partnership and corporations. The ideal candidate will have moderate excel skills, including the use of functions such as VLOOKUP, SUMIF, INDEXMATCH, etc. and be comfortable using other Microsoft Office products, including but not limited to Outlook, Word, SharePoint, Teams and PowerPoint.
**Job Overview**
To be considered for an internship, you must be actively enrolled at a college or university as a full-time student seeking a bachelor's degree or higher. You must also have a current cumulative GPA of 3.00 or higher (on a 0.00 to 4.00 scale).
**Job Duties & Responsibilities**
+ Assists department with assigned projects
+ Completes challenging projects and assignments
+ Presents final project to senior leadership at the end of the internship
+ Assumes responsibility for own travel, lodging, and transportation necessary to be available for the program
+ Performs other job-related duties as assigned
**Required Qualifications**
+ High school grad / GED
+ Maintain active enrollment in a Bachelor or higher degree program
+ Maintain cumulative GPA of 3.0 or higher
**Preferred Qualifications**
+ None
NextEra Energy offers a wide range of benefits to support our employees and their eligible family members. Clickto learn more.
**Employee Group:** Non Exempt
**Employee Type:** Intern
**Job Category:** Intern
**Organization:** NextEra Energy Resources, LLC
**Relocation Provided:** No
NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law.
NextEra Energy and provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call . Please do not use this line to inquire about your application status.
NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
NextEra Energy **does not** accept any unsolicited resumes or referrals from **any third-party recruiting firms or agencies** . Please see ourfor more information.
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Tax Compliance Director

San Juan, Puerto Rico Deca Analytics

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Job Description

Job Description

Job Description

DECA Analytics is seeking an experienced and strategic Senior Tax Director (or Director- level candidate) to lead and expand our growing tax function. This individual will play a critical role in overseeing complex compliance operations, advising clients on tax optimization strategies, and strengthening the team infrastructure.

Key Responsibilities

1. Tax Compliance & Filings

  • Oversee preparation and timely filing of all major Puerto Rico tax obligations, including:
    • Incentive Income Tax Returns
    • Volume of Business Declarations
    • Personal Property Tax (CRIM)
    • Exempt Annual Reports & Annual Corporate Reports
    • Informative Returns (480 series)
    • Sales & Use Tax (IVU) returns
    • Professional Services Quarterly Returns
    • CFSE filings
    • Coordinate and manage the preparation of U.S. Federal Income Tax Returns for applicable entities.

2. Tax Consulting & Advisory

  • Entity Structuring & Optimization:
    • Advise on tax-efficient corporate structures using Puerto Rico incentives.
    • Conduct cross-border structuring and IP ownership evaluations.
    • Design optimal subsidiary and holding company structures.
  • Cross-Border & International Tax Planning:
    • Analyze cross-jurisdictional tax implications.
    • Develop strategies for global effective tax rate (ETR) minimization.
    • Assess treaty applications and manage PE risk.
  • Tax Accounting Advisory:
    • Oversee deferred tax accounting related to Puerto Rico tax incentives (ASC 740).
    • Provide internal compliance oversight and audit readiness support.

3. State, Local, and Indirect Tax Advisory

  • Advise on municipal tax compliance, incentives, and CRIM exemptions.
  • Negotiate tax reliefs and packages with local authorities.
  • Analyze indirect tax implications (IVU, VAT, excise).
  • Identify optimization and credit opportunities for indirect tax exposures.

4. Intellectual Property Tax Strategies

  • Design tax-efficient IP ownership and licensing frameworks.
  • Support valuation methodologies and manage intercompany IP transactions.
  • Optimize incentive utilization through IP placement.

Qualifications

  1. Bachelor’s degree in Accounting, Finance, or a related field.
  2. Certified Public Accountant (CPA) designation.
  3. 8+ years of experience in tax consulting or tax leadership roles.
  4. At least 3 years in a managerial or director-level position.
  5. In-depth knowledge of Puerto Rico tax laws, filings, and incentive programs (Act 60 and related).
  6. Proven experience in international tax planning and entity structuring.
  7. Familiarity with R&D tax credits is a plus.
  8. Bilingual: Fluent in English and Spanish (verbal and written).
  9. Exceptional communication, leadership, and client engagement skills.
  10. Ability to manage multiple priorities and meet deadlines under pressure.
Why Join DECA Analytics?

You’ll be part of a high-impact team that plays a central role in supporting the tax operations of one of Puerto Rico’s most forward-thinking analytics firms. With opportunities for growth and innovation, you’ll help lead a strategic transformation in how DECA and its clients optimize their tax outcomes.

DECA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.

If you are interested in this role and qualified, apply now.

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Property Tax Compliance Analyst

46202 Indianapolis, Indiana Ascension Health

Posted 1 day ago

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**Details**
+ **Department:** Accounting Property and Assets
+ **Schedule:** Full Time: Monday-Friday
+ **Location:** Remote, must reside near Indianapolis
+ **Salary:** $62,228.00 - $86,742.00 per year
**Benefits**
Paid time off (PTO)
Various health insurance options & wellness plans
Retirement benefits including employer match plans
Long-term & short-term disability
Employee assistance programs (EAP)
Parental leave & adoption assistance
Tuition reimbursement
Ways to give back to your community
_Benefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance, location and salary range at the time of the offer._
**Responsibilities**
Provide general support to the property tax department by preparing business personal property tax returns, preparing and processing tax payments, preparing exemptions, reconciling property tax accounts, managing audits as announced, communicating with taxing jurisdictions and other timely completion of all assigned work in the property tax compliance process.
+ Gather property tax data for business personal property tax filings.
+ Prepare tax returns for assigned markets within PTMS software.
+ Present completed returns to Manager for review.
+ Monitor and review all jurisdictional tax notices.
+ Review and evaluate assessments notices, taking action when valuation is too high.
+ Prepare and process tax payments on a timely basis.
+ Prepare personal property tax exemptions for each property, as needed.
+ Ensure all applicable returns/exemptions/tax bills and remittances are processed and mailed in a timely manner.
+ Prepare monthly journal entries and annual property tax accrual calculations.
+ Reconcile the property tax liability and expense accounts monthly.
+ Update internal compliance software with appropriate tax related information for each property.
+ Maintain annual tax filing calendar for renditions, tax payments and exemptions.
+ Managed assigned audits as they are announced.
+ Work with other departments throughout financial operations to maintain accurate fixed asset records.
+ Support any acquisition or divestiture efforts.
**Requirements**
Licensure / Certification / Registration:
+ Accountant preferred. Licensure required relevant to state in which work is performed.
Education:
+ High School diploma equivalency with 2 years of cumulative experience OR Associate's degree/Bachelor's degree OR 4 years of applicable cumulative job specific experience required.
**Additional Preferences**
+ 1-3 years experience in property tax compliance
+ Multi-state property tax experience is a plus
+ Experience in PTMS is preferred
+ Excellent verbal and written communication skills
+ Strong organizational skills and ability to complete high volume work in a timely and highly accurate manner
+ Strong verbal and written communication skills
+ Ability to multi-task and meet required deadlines
+ Technical tax background experience is preferred but not necessary
+ Proficient in Google Sheets and Google Docs
+ Ability to learn tax compliance software quickly
+ Ability to work overtime as required; overtime projected to be an average of 10 hours per week during the months of January-May
**Why Join Our Team**
Ascension associates are key to our commitment of transforming healthcare and providing care to all, especially those most in need. Join us and help us drive impact through reimagining how we can deliver a people-centered healthcare experience and creating the solutions to do it. Explore career opportunities across our ministry locations and within our corporate headquarters.
Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.
Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.
**Equal Employment Opportunity Employer**
Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws.
For further information, view the EEO Know Your Rights (English) ( poster or EEO Know Your Rights (Spanish) ( poster.
As a military friendly organization, Ascension promotes career flexibility and offers many benefits to help support the well-being of our military families, spouses, veterans and reservists. Our associates are empowered to apply their military experience and unique perspective to their civilian career with Ascension.
Pay Non-Discrimination Notice ( note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.
**E-Verify Statement**
This employer participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information.
E-Verify (
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Tax Compliance Officer IV

05604 Montpelier, Vermont Vermont Jobs

Posted 1 day ago

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Tax Compliance Officer IV

There has never been a better time to bring your values and talents to the collaborative team at the Vermont Department of Taxes. The rewarding work we do supports this brave little state and helps shape its future. We work with proven, dynamic technologies to fund initiatives that preserve the environment, build vibrant communities, strengthen families, and so much more. Discover new opportunities, learn new skills, and solve problems with our dedicated and supportive team.

The Department of Taxes' Compliance Division seeks a talented individual who wants to support public programs through the accurate and equitable collection of Vermont taxes. This position will be involved with the review of taxpayer records for compliance and provide education to taxpayers.

Key responsibilities of this position include but are not limited to:

  • Collect unpaid taxes on behalf of the state via phone, or otherwise
  • Arrange formal payment agreements, propose settlements, and when appropriate, waive selected penalties
  • Establishment of personal liability and initiating bank/wage garnishment orders and property liens
  • Education and outreach to taxpayers to promote and achieve voluntary compliance

The ideal candidate will:

  • Be inquisitive, collaborative, digitally proficient and self-motivated
  • Have a desire to learn new skills and software used for tax administration
  • Excellent communication skills, including the ability to communicate challenging topics to individuals with varied backgrounds
  • Have a desire to continue to learn and grow

This Montpelier based position offers a hybrid schedule, professional development opportunities, and a solid career ladder. Vermont State offers affordable and broad medical, leave, and retirement benefits. For questions, please e-mail For additional information about employee satisfaction and benefits, please visit our website.

The hourly salary rate for this position ranges from $26.57 to $1.49, and State of Vermont benefits are very competitive. The annualized salary for this position ranges from approximately 55,265.60 to 86,299.20. The salary range reflects the minimum and maximum salary potential in the assigned pay grade, and the annualized salary figure is calculated based on 2080 hours of annual compensation and does not include authorized overtime or other compensation. It also does not include any time taken off payroll. The starting salary for this position may be negotiable depending on experience and qualifications.

This position, Tax Compliance Officer IV, is open to all State employees and external applicants. Please note that this position is being recruited at multiple levels. If you would like to be considered for more than one level, you MUST apply to the specific Job Requisition.

Level II: 51973

Level III: 51974

Level IV: 52623

If you would like more information about this position, please contact Resumes will not be accepted via e-mail. You must apply online to be considered. Please note that multiple positions in the same work location may be filled from this job posting.

Duties are performed primarily in a standard office setting. Workload is consistently heavy with constant need for prompt and accurate decision making. Duties involve sensitive, sometimes controversial subject which may lead to emotional and adversarial situations. Incumbents must be able to function independently in a confrontational, even hostile environment, must be able to prioritize their own workload and multi-task effectively. Incumbents in this position may be required to interact with lawyers and accountants, confront taxpayers on their premises, and testify in court. Duties are highly confidential in nature. Occasional travel may require use of state vehicle or private means of transportation.

Minimum Qualifications:

Four (4) years or more of professional level experience in collection of debts, adjustment of claims, determination of financial responsibility, handling accounts receivable, negotiating, or investigation of financial background.

OR

Five (5) years or more of experience in tax preparation or relatable customer service experience.

Total Compensation:

As a State employee you are offered a great career opportunity, but it's more than a paycheck. The State's total compensation package features an outstanding set of employee benefits that are worth about 30% of your total compensation, including:

  • 80% State paid medical premium and a dental plan at no cost for employees and their families
  • Work/Life balance: 11 paid holidays each year and a generous leave plan
  • State Paid Family and Medical Leave Insurance (FMLI)
  • Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan
  • Tuition Reimbursement
  • Flexible spending healthcare and childcare reimbursement accounts
  • Low cost group life insurance
  • Incentive-based Wellness Program
  • Qualified Employer for Public Service Student Loan Forgiveness Program

Want the specifics? Explore the Benefits of State Employment on our website.

Equal Opportunity Employer:

The State of Vermont celebrates diversity, and is committed to providing an environment of mutual respect and meaningful inclusion that represents a variety of backgrounds, perspectives, and skills. The State does not discriminate in employment on the basis of race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, membership in an employee organization, family medical history or genetic information, or family or parental status. The State's employment decisions are merit-based. Retaliatory adverse employment actions by the State are forbidden.

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