Tax Manager - Fiduciary Services

About 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