Tax Manager - Fiduciary Services
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Upload Your ResumeAbout This Role
This role is for a strategic federal tax professional who will provide federal tax consulting and compliance services to a diverse client base across various industries. The manager will work directly with clients, lead tax engagement teams, and have access to specialist support from Deloitte's Business Tax Services practice.
Responsibilities
- Provide federal tax consulting and compliance services to a diverse client base in various industry sectors
- Work directly with clients
- Manage the tax engagement team
- Assist clients in optimizing their tax functions and taking strategy to the next level
Requirements
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
- Bachelor's degree in accounting, finance, or related field
- 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
- Ability to travel up to 25%, on average
- One of the following active accreditations: Licensed CPA (if eligible), Licensed Attorney, or Enrolled Agent
Qualifications
- Bachelor's degree in accounting, finance, or related field
- 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
Nice to Have
- Advanced degree (MST, JD, and/or LLM)
- Prior Big 4/large CPA firm experience
- Fiduciary income, transfer tax, and exempt-entity compliance/consulting for trusts, estates, and tax-exempt organizations
- Review and management of IRS filings (Forms 706, 1041, 1040)
- Cross-border compliance: identify foreign reporting obligations and prepare/advise on international/informational returns (e.g., 5471, 8858, 8865, 3520, 3520-A)
- U.S. tax structuring for multi-jurisdiction inheritance/succession planning, including domestic and foreign trust structures
- Strong tax research, technical writing, and issue-spotting; able to explain complex issues to clients and non-tax stakeholders
Certifications
About Deloitte
A company transforming technology platforms, driving innovation, and transforming mission-critical operations for clients, especially in the Life Sciences sector.