Tax Manager, Global Employer Services - Equity Operations Advisory

Deloitte•Jersey City, NJ

24d•$110,700 - $226,125•Hybrid

About The Position

Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to optimize, redesign, build, and stand up effective stock administration functions, including operating models, governance, processes, controls, technology, data, integrations, service delivery, and readiness for major corporate events.

Requirements

Ability to work independently and collaborate as part of a team
Effective written and verbal communication skills
Meticulous attention to detail and quality of work product
Ability to build and sustain professional relationships
Ability to lead projects or workstreams
Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
Strong interpersonal skills and professional demeanor
Ability to meet deadlines
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
Bachelor’s degree in business, finance, accounting, human resources, information systems, or a related field
5+ years of experience in stock plan administration, equity compensation operations, or stock administration advisory services
Experience in a corporate stock administration function, broker, recordkeeper, administrator, consulting organization, or professional services firm
Experience administering equity award lifecycles, including grants, vesting, releases, exercises, purchases, cancellations, settlements, withholding, and participant transactions
Experience designing or improving stock administration processes, controls, reconciliations, reporting, procedures, service delivery, or cross-functional issue resolution
Ability to travel up to 20%, on average, based on the work you do and the clients and industries/sectors you serve.
Limited immigration sponsorship may be available.
One of the following active accreditations: Licensed Certified Public Accountant (CPA) in state of practice/primary office
If not CPA eligible: Licensed Attorney, Enrolled Agent (EA), Certified Executive Compensation Professional (CECP), Certified Equity Professional (CEP), Global Professional in Human Resources (GPHR), Certified Employee Benefits Specialist (CEBS), Certified Pension Consultant (CPC), Certified Payroll Professional (CPP), Project Management Professional (PMP)

Nice To Haves

Ability to mentor and provide clear guidance to others
Experience designing, building, transforming, or standing up a stock administration function or major component of one
Experience with Equity Edge Online, Morgan Stanley at Work Shareworks, Fidelity Stock Plan Services, or a comparable equity administration platform
Certified Equity Professional (CEP) credential or comparable equity compensation expertise
Experience supporting global equity plans, globally mobile employees, and coordination across multiple payrolls and jurisdictions
Experience in public company environments, initial public offering readiness, executive or insider processes, financial reporting support, or corporate transactions
Experience with operating model design, vendor selection, platform implementation, data conversion, testing, cutover, transition, or post-go-live stabilization

Responsibilities

Assessing current-state stock administration functions across people, process, technology, data, governance, controls, vendor models, and participant service.
Defining target-state operating models, including scope of services, organization design, governance, escalation paths, service levels, and stakeholder interactions.
Designing and improving end-to-end administration processes for grants, vesting, releases, exercises, purchases, cancellations, settlements, mobility, tax withholding, payroll reporting, reconciliations, and participant support.
Leading or supporting function stand-up, transition, and stabilization activities, including implementation planning, data conversion, knowledge transfer, cutover, post-go-live support, and readiness for major corporate events.
Advising on equity administration platforms, vendor strategy, integrations, data flows, operational risk, controls, and scalable delivery approaches for client environments.