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 other internal functions like 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.
• Assist in reviewing and summarizing 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 for US Firms’ partnership federal returns, including transaction-specific analyses and required disclosures.
• 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.
• Advanced degree preferred.
• Prior experience with M&A related transactions preferred.