Position SummaryAre you a strategic tax professional who enjoys solving complex information reporting and withholding challenges? Do you want to advise leading financial institutions across banking, asset management, hedge funds, and insurance? If you have experience with FATCA, CRS, Forms 1042/1042-S, or Forms 1099, Deloitte's Global Information Reporting team offers the opportunity to work at the intersection of tax, technology, and global compliance.
Work You'll DoAs a Manager on Deloitte's Global Information Reporting team, you'll advise financial institutions on FATCA, CRS, Chapters 3 and 61 of the Internal Revenue Code, Qualified Intermediary and Withholding Partnership rules, Section 871(m), and other domestic and international information reporting and withholding regimes.
You'll coordinate teams across jurisdictions to help clients meet complex global reporting and withholding requirements. You'll manage client relationships, engagement workflow, and the day-to-day supervision and development of tax professionals.
You'll review reporting data, tax form validations, notifications, Forms 1042/1042-S, Forms 1099, and other FATCA, CRS, Chapter 3, and Chapter 61 requirements. You'll also support technology development by helping define business requirements, contributing to solution design, participating in testing, and training tax professionals on regulatory impacts.
This role is ideal for a tax professional who wants to combine technical expertise, international collaboration, client leadership, and technology innovation. You'll work to translate complex regulatory requirements into practical processes, data solutions, and business outcomes.
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The TeamDeloitte's Global Information Reporting team helps some of the world's largest financial institutions navigate evolving tax transparency requirements, improve customer experiences, and use technology to make compliance more efficient and sustainable. Our work spans FATCA and CRS compliance, Chapters 3 and 61, tax form validation, Qualified Intermediary and Withholding Partnership regimes, technology-enabled solutions, controversy, risk management, and audit readiness. Learn more about Deloitte Business Tax Services.
QualificationsRequired:- Bachelor's degree in Accounting or Finance
- 5+ years of experience in FATCA, CRS, Chapter 3, Chapter 61 of the Internal Revenue Code, Qualified Intermediary rules, Section 871(m), or other withholding and reporting regimes
- One of the following active accreditations: Certified Public Accountant (CPA), licensed attorney, Enrolled Agent, Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP)
- Experience preparing and reviewing FATCA returns, CRS reporting, tax form validation for Forms W-8 and W-9 and CRS self-certifications, Forms 1042/1042-S, and Forms 1099
- 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
- Experience managing teams and engagement workflows
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Preferred:- Advanced degree in Tax, Juris Doctor, or Master of Laws
- Experience in a Big Four or large certified public accounting firm
- Experience presenting tax technical matters to clients, stakeholders, or project teams
For individuals assigned and/or hired to work in New Jersey, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New Jersey and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
Recruiting tipsFrom developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
BenefitsAt Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and cultureOur inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
Our purposeDeloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.
Professional developmentFrom entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Requisition code: 364273
Job ID 364273
