Tax Manager - Banking & Capital Markets
About The Position
As a Tax Manager in the Financial Services group, you’ll provide federal tax consulting and compliance services to large global and dynamic midsize clients in the banking and securities industries. You’ll work directly with clients, lead engagement teams, collaborate with Deloitte specialists, and receive strong support from firm leadership as you grow your career. You’ll build and maintain trusted client relationships while advising on accounting for income taxes, federal tax planning involving periods, methods, and credits, tax provisions, tax compliance, business restructuring, and tax controversy. You’ll oversee complex projects involving multiple entities and affiliates, applying technical tax knowledge and business judgment to analyze issues and develop practical recommendations.
Requirements
- Bachelor’s degree in accounting, finance or related field
- 5+ years total corporate tax experience
- One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
- 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
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Nice To Haves
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- Banking, securities and/or capital markets experience
- Strong managerial experience with budgets, people and projects
- Demonstrated effective verbal and written communication skills
- Self-starter and demonstrated ability to effectively handle multiple, competing priorities
Responsibilities
- Provide federal tax consulting and compliance services to large global and dynamic midsize clients in the banking and securities industries.
- Work directly with clients, lead engagement teams, and collaborate with Deloitte specialists.
- Build and maintain trusted client relationships.
- Advise on accounting for income taxes, federal tax planning involving periods, methods, and credits, tax provisions, tax compliance, business restructuring, and tax controversy.
- Oversee complex projects involving multiple entities and affiliates.
- Apply technical tax knowledge and business judgment to analyze issues and develop practical recommendations.
- Mentor and provide clear guidance to others.
Benefits
- Discretionary annual incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
