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 (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns.

Responsibilities

• We are seeking a Tax Manager to support our Strategy and Planning team in delivering federal tax guidance to internal and business stakeholders.
• The Tax Manager will support the execution of significant US Firms transactions, including acquisitions, divestitures, and internal restructurings.
• This role will help drive high-quality strategic planning and will assist in providing tax accounting/disclosure deliverables in close collaboration with other internal functions, such as Finance, Talent, and the Office of General Counsel.
• The Tax Manager will also manage certain strategic tax reviews that directly impact the calculation of taxable income.
• This role enables our team to keep complex, cross-functional work moving from issue identification through implementation.
• As a Tax Manager supporting our Strategy and Planning team you will:
• Assist with the management of 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.
• Assist in advising the 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 (e.g., purchase and sale agreements, contribution agreements, restructuring 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.
• Assist the team leader with assessing and implementing new federal tax legislation and guidance; support impact analyses, updates to processes/workpapers, and coordination of stakeholder communications.
• Analyze and compute book-to-tax differences arising from significant transactions; document 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; help ensure completeness, accuracy, and audit-ready documentation.
• 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

• Strong knowledge of federal partnership tax fundamentals
• Exceptional project management skills; excellent organizational skills and attention to detail
• Ability to manage multiple priorities and to take on new responsibilities and navigate evolving priorities
• Strong stakeholder management and collaboration skills, including the ability to translate complex technical issues into practical business recommendations
• Sound judgment, proactive problem-solving ability, and strong risk awareness
• Excellent technical research and communication skills, including strong executive writing and presentation development skills
• Process improvement mindset

Required

• 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
• Experience in a professional services firm
• Prior experience with M&A related transactions

Preferred

• Advanced degree