Tax Manager, Legal Entity Management
Deloitte · San Jose, CA · Yesterday
HybridAccounting$145k–$275k/yrFull-time
About the role
Join Deloitte's Tax Technology Consulting, Legal Business Services ("LBS") team, where you'll manage corporate governance, legal entity simplification, and review governance structures. Specifically, you'll focus on corporate document assessments, annual compliance, and corporate data management.
Responsibilities
- Enable clients' annual governance processes with an emphasis on US compliance
- Support the review of governance structures, assessments of corporate documents, and management of corporate data
- Client-facing work with Deloitte Partners, Staff, and Associates on LEM projects and engagements
- Identify, pursue, and execute on continuous service improvements through technology and process improvements
- Structuring, running, and executing on LEM operate services
- Developing eminence and thought leadership materials in 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
- Assisting with formation, maintenance, and dissolution of legal entities, including compliance activities
Requirements
- Ability to work in a hybrid model with 2-3 days in-person required
- 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
- Experience with entity management lifecycle including annual compliance and event-driven activities
- 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
- Ability to travel up to 50% based on work and client needs
- One of the following active accreditations: Licensed CPA, Licensed Attorney (or foreign equivalent), Juris Doctor, Master of Laws / LLM, Enrolled Agent, PMP, CCM, CFA, PMI ACP, CCMP, CBAP, Procurement/Legal Procurement, SAS® Certified Data Scientist, Paralegal Certification with a 4-year degree
- Potential for additional certifications such as Lean Six-Sigma, Project Management Professional, Six Sigma (Black Belt and Green Belt), Management Professional (CCMP), or SAS® Certified Data Scientist
- Experience in legal entity management, preferably in the financial services industry
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
- Experience with entity management lifecycle including annual compliance and event-driven activities
- 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
- Ability to travel up to 50% based on work and client needs
- One of the following active accreditations: Licensed CPA, Licensed Attorney (or foreign equivalent), Juris Doctor, Master of Laws / LLM, Enrolled Agent, PMP, CCM, CFA, PMI ACP, CCMP, CBAP, Procurement/Legal Procurement, SAS® Certified Data Scientist, Paralegal Certification with a 4-year degree
- Potential for additional certifications such as Lean Six-Sigma, Project Management Professional, Six Sigma (Black Belt and Green Belt), Management Professional (CCMP), or SAS® Certified Data Scientist
- Experience in legal entity management, preferably in the financial services industry
Benefits
Deloitte offers competitive compensation and benefits packages, including a discretionary annual incentive program and potential for international travel.
Pay
$144,600 to $274,750
Schedule
Hybrid work model with 2-3 days in-person required