Manager – National Federal Tax – Investment Management – Financial Products

Deloitte Tax LLP

National Federal Tax Services (NFTS)

Partnership Solutions Group (PSG)

Manager – National Federal Tax – Investment Management – Financial Products


Are you an investment management tax specialist that is frustrated with being in the weeds computing M-1 adjustments? Do you have insight regarding how to streamline tax reporting and planning related to trading financial products? Are you an innovator of cutting-edge technology and want to expand your knowledge into tax? If you answered yes to any of these questions then Deloitte's Partnership Solutions Group (PSG) may be the place for you! As a member of PSG's iPACS Financial Products team, you will be a part of a group that sets the standard for investment management tax technology by creating and working with customized, integrated proprietary applications to drive value for the largest hedge funds and mutual funds in the world.

Work you'll do:

As a Manager on our iPACS Financial Products team, you will:

  • Manage the development and use of custom technology tools to assist with the complex tax analysis and reporting needs of financial products
  • Be responsible for day-to-day management of multiple client engagements and supervise teams in both our U.S. and India-based offices
  • Assist with the design and implementation of proprietary technologies
  • Interact directly with clients and other regional office Deloitte teams
  • Manage the economics of client projects
  • Mentor and develop engagement staff including in our U.S. India office, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit and retention

The Team:

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation – all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

One of our rapidly-growing service offerings is our iPACS Financial Products team within the Partnership Solutions Group. Incorporating tax efficiencies into daily business can be a challenge for investment managers without proper data management and tax analysis tools. Through the custom tools developed by our practice, we assist clients with the sophisticated tax analysis and reporting needs inherent in financial products.


  • Five or more years tax experience required; hedge fund or mutual fund tax experience preferred
  • Knowledge of equities, derivatives, debt, and/or PFICs and the common tax issues related to trading them, such as wash sales, constructive sales, straddles, market discount, OID, and MTM
  • Previous experience in the implementation and/or design of tax technology solutions a plus
  • Familiarity with portfolio accounting systems a plus (i.e. Advent Geneva, InvestOne, etc.)
  • Bachelor's degree in accounting, finance, or other business-related field required; advanced degree preferred (e.g., MST or JD)
  • CPA, enrolled agent, or other appropriate certification required
  • Big 4 experience or comparable a plus
  • Strong research and communication skills (both written and oral)
  • Strong executive presence and ability to participate in strategic planning initiatives
  • Strong project management, leadership, and client interaction skills
  • Highly disciplined and comfortable in a fast-paced environment

Willing to travel

How you'll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.


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Requisition code: E18NATTMGRRK010-FP

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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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