Tax Manager - RIC and Financial Products Technology

The Team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation – all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

Work You’ll Do

• Leverage proprietary software, third party data providers, and automation tools to deliver accurate tax analysis for mutual fund, hedge fund, and insurance clients
• Calculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte’s proprietary security trading analysis platform
• Maintain, enhance, and provide production support for Deloitte’s proprietary regulated investment company (RIC) tax compliance platform
• Lead client engagements: communicate with client and/or internal tax teams, manage and support professionals on our team, develop a game plan to execute on the client engagement and review deliverables
• Perform tax research to address tax technical issues that arise related to financial product related transactions
• Train younger professionals on the technical issues that are applicable in our business
• Develop requirements for system enhancements and ongoing testing of calculations, processes, and reporting
• Support pursuit of new client opportunities and scope expansion for existing client
• Work within a team and support and mentor junior staff

Qualifications

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
• 5+ years of full-time professional experience
• Bachelor’s degree in accounting, finance, MIS, or related field required
• Practical knowledge in equity and fixed income financial products, income tax principles, RIC taxation and/or project management
• Big 4 or fund administration experience or equivalent
• Data Analytics experience and solid technology skills
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
• One of the following active accreditations obtained:
• Licensed CPA in State of Practice/Primary Office if eligible to sit for the CPA
• If not CPA eligible:
• Licensed Attorney
• Enrolled Agent
• Certifications:
• Project Management Professional (PMP)
• Chartered Financial Advisor (CFA)

Preferred

• Advanced degree in Accounting, Finance, LLM or other applicable degree
• Proven problem-solving capabilities
• Experience serving clients or directly working within the financial services industry
• Solid experience in financial system design and implementation
• Alteryx, Power BI, Python, SQL, and/or VBA experience