3,199 Tax Analysis jobs in the United States
Tax Manager - Tax Analysis & Debt Investments
Posted 4 days ago
Job Viewed
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 Youll 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. Youll 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 Deloittes 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
- Bachelors 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
Information for applicants with a need for accommodation:
#J-18808-LjbffrTax Manager - Tax Analysis & Debt Investments
Posted 2 days ago
Job Viewed
Job Description
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.
Tax Manager - Tax Analysis & Debt Investments
Posted 3 days ago
Job Viewed
Job Description
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.
Tax Manager - Tax Analysis & Debt Investments
Posted 3 days ago
Job Viewed
Job Description
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.
Tax Manager - Tax Analysis & Debt Investments
Posted 3 days ago
Job Viewed
Job Description
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.
Tax Manager - Tax Analysis & Debt Investments
Posted 3 days ago
Job Viewed
Job Description
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.
Tax Manager - Tax Analysis & Debt Investments
Posted 3 days ago
Job Viewed
Job Description
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 Manager
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Job DescriptionJob Description About Collective: Collective is on a mission to redefine the way businesses-of-one work. Collective's technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We're backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google's Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more. About the role: As part of the Tax team, you'll serve as both a trusted tax advisor and a skilled tax accountant for our valued customers. You'll manage your own portfolio, provide high-impact guidance, and play a key role in driving both customer satisfaction and business success. You'll also act as a vital bridge between tax leadership and junior team members, helping to share knowledge and elevate our collective expertise. If you understand the challenges of self-employment, such as forming entities, managing books, and filing taxes, and are excited to join a small, collaborative team, we'd love to hear from you. What you'll do: Understand our clients' financial background, financial goals, help them identify optimization opportunities, help them make a decision on reasonable salary, train them on quarterly checks, quarterly estimates and how Collective works. Minimal client facing responsibilities. Prepare, review and help to sign off and file member's personal and business returns. Build and lead a team of emerging Tax professionals taking responsibility for their day to day tasks, success, and failure ensuring their continuous growth. Mentor, train and provide feedback to junior tax staff on the team. Effectively communicate updates or changes across the organization and partner with stakeholders. What you'll bring: CPA or Enrolled Agent, with 5+ years of hands-on experience working with S corporations. 2+ years of relevant tax experience. 5+ years preparing and reviewing Forms 1120, 1120S, and 1040. Proven track record of signing off on tax returns. Experience serving 10+ self-employed or small business clients (under $1M in revenue). Strong interpersonal skills with the ability to build trust and rapport with self-employed professionals across industries. Tech-savvy and quick to learn and teach new tools. Demonstrated ability to lead complex, cross-functional workstreams. Proficient in UltraTax, GoSystems (or similar tax software), QuickBooks Online, Gusto, Salesforce, and G Suite. Why work with us: Collective is the first online back office platform designed for Businesses-of-One. Tax is a very challenging space and you will grow fast. We were backed by top tier VCs. We promote open and transparent culture within the company. We're fast-paced and you learn every day. What we offer in return: Compensation Range: $8,000 to 87,000 annual base salary Salary ranges for each role are provided for your reference. Final offer amounts will be determined based on the position-specific skills and qualifications a candidate demonstrates during the formal interview process. Employer-paid Health, Vision, and Dental Insurance Equity package and 401(k) Generous paid parental leave 14 company holidays + unlimited PTO Quarterly wellness reimbursement A remote-friendly environment Team events and virtual gatherings Equal Employment Opportunity At Collective, we don't just accept — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you're good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace. #J-18808-Ljbffr
Tax & Compliance Lead
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Overview Your Future. Secured. ISC2 is a force for good. As the world’s leading nonprofit member organization for cybersecurity professionals, our core values — Integrity, Advocacy, Commitment, Diversity, Equity & Inclusion and Excellence — drive everything we do in support of our vision of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and experience for all career levels. Our charitable arm, the Center for Cyber Safety and Education, enables ISC2 and our members to serve the public by educating the most vulnerable about cyber risks and empowering access to enter and thrive in the cyber profession. Learn more at ISC2 online and connect with us on Twitter, Facebook and LinkedIn. When you join ISC2, you’ll demonstrate your commitment to an inclusive and equitable environment. Your support of the unique perspectives and experiences shared by our global cybersecurity workforce and profession will be recognized. We invite you to take an active role in helping us create a true sense of belonging across our organization — an environment of authenticity, trust, empowerment and connectedness that empowers all of our successes. Learn more. Position Summary The Tax & Compliance Lead plays a crucial role in ensuring the organization adheres to all applicable auditing standards, domestic and international compliance measures, and tax laws and regulations. This position is responsible for overseeing all domestic and international financial statement audits, tax compliance processes, managing risks, and implementing strategies to optimize tax liabilities while maintaining legal and ethical standards. This role is responsible for managing global tax compliance processes, overseeing financial statement audits, mitigating financial risk in close partnership with domestic and international tax advisers, and supporting organizational readiness as the company expands into new markets. Responsibilities Manage all domestic and foreign financial statement audits by implementing audit plans, manage fieldwork, draft financial statements and all related footnotes. Conduct quarterly internal financial audit of financial statements assessing financial reporting risks and potential issues by ensuring compliance with relevant accounting standards and audit procedures. Manage all domestic and foreign tax filings, including annual income tax returns, 990 informational returns, and all indirect tax returns (sales tax, VAT, GST). Manage annual transfer pricing study providing input to optimize the company’s tax position and mitigate risk. Develop and maintain tax compliance procedures and policies to enhance operational efficiency for foreign tax exposure, adherence to tax laws, and effective tax planning. Manage all tax audits. Research and design compliance plans for entering new markets, including: New tax and audit registrations Local compliance vendor selection (via RFP process) State business license registrations and renewal Compile and file all ad hoc compliance returns, ie. census filings, annual reports, tangible personal property returns. Review and support completion of customer and vendor tax and compliance forms. Maintain current knowledge of accounting standards, tax laws, and audit requirements. Provide ad hoc financial and compliance reporting as needed. Miscellaneous duties, as assigned. Behavioral Competencies Ability to build relationships with clients and colleagues at all levels. Ability to lead and mentor a team, manage workflows, and collaborate effectively with others. Qualifications Ability to demonstrate and support the 5 Company Core Values: Integrity, Advocacy, Commitment, Diversity, Equity & Inclusion and Excellence Excellent written and verbal communication skills to effectively present findings and recommendations Ability to prioritize tasks, manage deadlines, and work effectively under pressure Ability to analyze and evaluate documentation for accuracy is required Ability to oversee/review/perform various tasks with efficiency and accuracy Must be detail oriented, organized and be able to multitask Well-developed verbal and written communication skills Strong critical thinking/problem solving skills Strong knowledge of GAAP, IRFS, tax law and regulations Proficient in tax software and applications (e.g., Vertex), and experience with tax and audit accounting principles Strong analytical and problem-solving skills to identify and resolve complex accounting, tax, and audit issues Strong analytical and problem-solving skills to interpret accounting pronouncements, tax laws, identify risks, and develop strategic solutions Strong organizational skills and attention to detail to manage multiple projects, maintain accurate records, and meet deadlines Experience with Sage Intacct and Vertex O Series, a plus Education and Work Experience Bachelor's degree in accounting, finance, or a related field, with a Master's degree in Taxation or Accounting, preferred Ten years of relevant experience in accounting, tax, & audit compliance Physical and Mental Demands Work extended hours or overtime, when necessary Up to 5% travel required Ability to efficiently work in a fully remote environment Work in a professional home environment using office equipment such as a computer/laptop and monitor computer screens Remain in a stationary position, often standing or sitting, for prolonged periods Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic as protected by applicable law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Job Locations US-Remote Posted Date 2 weeks ago (8/6/2025 11:12 AM) Job ID 2025-2156 # of Openings 1 Category Accounting/Finance #J-18808-Ljbffr
Tax Compliance Manager
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Founder & Executive Recruitment Expert | Accounting, Finance, IT and AI infrastructure & HR Recruitment | Talent Acquisition Strategist | LeadershipTax Compliance Manager
Location: California (Hybrid/Remote Options)
2 Locations : St Louis, Missouri & Livermore, California
About the Role
Were seeking a hands-on tax leader to manage compliance across a multi-entity, multi-state operation while driving strategic tax planning. This role is ideal for someone who thrives in a dynamic environment, enjoys problem-solving, and can bridge compliance with business growth initiatives.
Core Responsibilities
- Lead all federal, state, and local tax filings, ensuring 100% compliance across multiple jurisdictions.
- Oversee tax planning to optimize cash flow, minimize liability, and support long-term strategy.
- Manage audits, prepare documentation, and represent the company with tax authorities.
- Lead and facilitate IRS and state tax audits, including preparing responses and schedules
- Partner with cross-functional teams to ensure tax considerations are integrated into operational and financial decisions.
- Track and interpret tax law changes, providing proactive recommendations to leadership.
- Implement internal controls and process improvements for greater efficiency and accuracy.
Qualifications
- 6 years in tax or accounting, with 3 years in a leadership capacity.
- CPA license and advanced accounting degree are preferred.
- Expertise in U.S. federal, state, and local reporting requirements
- Proven track record managing complex corporate and partnership tax matters.
- Strong project management, communication, and analytical skills.
Interested? Send your resume to
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing, Finance, and Management
- Industries Staffing and Recruiting, Manufacturing, and Accounting
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