Tax Manager, Internal Tax Team - Strategy and Planning

About the role

The Strategy and Planning Team within the US Firms Tax (“USFT”) group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms’ transactions, tracking proposed and enacted federal, state, and local legislation, and advising internal functions or business leadership on the tax consequences of various client and/or vendor obligations.

Responsibilities

• Support the execution of significant US Firms transactions, including acquisitions, divestitures, and internal restructurings.
• Drive high-quality strategic planning and provide tax accounting/disclosure deliverables in collaboration with internal functions such as Finance, Talent, and the Office of General Counsel.
• Manage team workflows, including intake, prioritization, project planning, deadline management, status reporting, deliverable tracking, meeting coordination, and stakeholder communications.
• Proactively identify and escalate bottlenecks, risks, and dependencies.
• Advising businesses and other internal functions, including the Office of General Counsel, Finance, and Corporate Development on the tax considerations of transaction-related matters, including structuring alternatives and execution readiness.
• Support the team to review and summarize tax-related provisions in legal documents for US Firms’ transactions to identify tax risks, elections, and post-close action items.
• Develop transaction support materials, including drafting transaction step plans using PowerPoint, and preparing other materials to support alignment, decision-making, and execution.
• Perform federal tax technical research as needed; draft clear summaries/memos for the team leader’s review with practical recommendations and implementation steps.
• Audit-ready documentation, including analyzing and computing book-to-tax differences arising from significant transactions; documenting positions, assumptions, and supporting calculations to enable accurate provision and compliance treatment.
• Support preparation, review, and maintenance of schedules and workpapers for the US Firms’ partnership federal returns, including transaction-specific analyses and required disclosures.
• Partner with Finance and support the team leader on tax accounting and financial reporting deliverables (disclosures, planning models, and forecasts), including preparing workpapers and tie-outs.
• Identify opportunities to improve processes, controls, templates, and automation related to US Firms’ tax matters; develop recommendations and support implementation under the team leader’s guidance.

Qualifications

• Bachelor’s degree in Accounting/Taxation required.
• CPA, Enrolled Agent or other relevant certification.
• Five (5)+ years of prior experience in the federal partnership tax industry.
• Proficient in Excel, Word, and PowerPoint.
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve.

Benefits

The wage range for this role 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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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 $97,600 to $200,600.

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.