Institutional Trust Service Offering - Tax Manager

Deloitte Tax LLP helps companies understand national, state and local, and international tax structures and align the tax function with business objectives.

Position Summary:

The Institutional Trust service offering is a rapidly developing service offering at Deloitte. The offering is built on a scale that includes a highly-leveraged, nationally managed compliance center in our US practice based in India and a management team in the US. Deloitte currently is in the process of increasing market share which allows for immense potential for advancement for our professionals in this service offering.


· Manage the tax compliance process for institutional trust clients

· Interface with clients throughout the tax compliance process

· Work with Deloitte specialists to provide tax consulting services to clients

· Develop a deep understanding of the institutional trust marketplace

· Participate in various aspects of the marketing process for the trust service offering

· Enhance existing processes utilized in serving institutional trust clients

· Communicate directly with various client personnel and high-level management

· Develop a deep understanding of the various technology platforms used in serving our clients

· Develop tax professionals at the staff and senior level

· Assist with development and delivery of trainings


· Adaptive working style

· Ability to work in a virtual environment

· Strong process, technology, and communication skills

· Strong project management and change management skills

· Knowledge of managing projects including scheduling, budgeting, client correspondence and billing

· Excellent technology, research and writing skills

· Ability to learn things quickly both technically and in tax software

· Willing to gain knowledge of large scale trust department processes and technology

· CPA, Enrolled Agent or other appropriate certification within one year of hire

· Experience with Thomson Reuters OneSource Trust Tax, CCH TrustUS, and various trust accounting systems a plus


Requisition code: E18CHITMGRKK028-ITG

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One of the largest professional services organizations in the U.S., Deloitte delivers innovative solutions to the complex business problems facing companies around the world. Deloitte offers rewarding careers in four businesses—audit, tax, consulting, and financial advisory. Widely recognized for its inclusion initiatives, Deloitte is committed to building a workplace environment that allows people from all generations, ethnicities, and cultures to be their authentic selves.

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