Tax Manager, Legal Entity Management
Deloitte · San Jose, CA · 1 wk ago
HybridAccounting$145k–$275k/yrFull-time
About the role
Join a rapidly growing organization within Deloitte, specializing in corporate governance, legal entity simplification, and reviewing governance structures. The Legal Entity Management team focuses on corporate document assessments, annual compliance, and management of corporate data.
Responsibilities
- Enable clients' annual governance processes with an emphasis on United States compliance
- Support the review of governance structures, assessments of corporate documents, and management of corporate data
- Work closely with Deloitte Partners, Staff, and Associates on Legal Entity Management (LEM) projects and engagements
- Identify, pursue, and execute on continuous service improvements through technology and process improvements
- Structuring, running, and executing on the delivery of LEM operate services
- Developing eminence and thought leadership materials in the field of Legal Entity Management and broader legal innovation
- Maintaining the performance of LEM engagement delivery teams
- Advising on proposals
- Planning and preparing for Board of Directors' and stockholders' meetings
- Aiding in the formation, maintenance, and dissolution of legal entities, including compliance activities such as annual meetings, director and officer appointments, powers of attorney, annual reports, document preparation, etc.
Qualifications
- Ability to perform job responsibilities within a hybrid work model
- Bachelor's degree in accounting, legal, finance, or related field
- 5+ years of relevant legal/legal entity management experience, corporate legal secretarial experience, or alternative legal service industry experience
- Knowledge of and working experience with Legal Entity Management databases and other complementary systems
- Experience maintaining legal entity records and evaluating/remediating records
- Experience with legal technology and its application in the legal entity management space or contract lifecycle management field
- Experience with Microsoft Office and other technology skills including Excel, PPT, Visio, Power BI, Tableau
- Limited immigration sponsorship may be available
- Ability to travel up to 50% based on the work you do and the clients and industries/sectors you serve
- One of the following active accreditations obtained: Licensed CPA, Licensed Attorney (or foreign equivalent), Enrolled Agent, PMP (Project Management Certification), CCM (Contract & Commercial Management), CFA (Certified Financial Analyst), ACP (PMI Agile Certified Practitioner), CCMP (Certified Change Management Professional), CBAP (Certified Business Analysis Professional), Six Sigma (Black Belt and Green Belt), Management Professional (CCMP), or SAS® Certified Data Scientist
- Experience in legal entity management, preferably in the context of the financial services industry