Tax Manager - Business Tax Services - Tax Exempt

Deloitte

Position Summary

Does working with tax-exempt organizations peak your interest? Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you enjoy providing federal tax compliance and consulting services to dynamic clients across a variety of non-profit industries? Do you like to have well-rounded technical skills? Do you find it fulfilling to work with clients who are actively involved in improving the community via their philanthropic vehicles? If you answered “Yes” to any of these questions, you should consider a career in Deloitte’s Business Tax Services Tax-Exempt practice!

What You’ll Do

As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) of your time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations. Your time will be focused on providing tax compliance and consulting services including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting and more. You will work directly with sophisticated clients, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. As part of the Tax-Exempt practice, you will interact with and work with like-minded Tax-Exempt specialists from across the country on a regular basis.

Responsibilities will include:

  • Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements.
  • Advising clients on a variety of tax issues including tax compliance, business restructuring, exemption strategies, philanthropic and charitable giving planning, and tax controversy.
  • Overseeing federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
  • Managing engagement workflow, engagement team resources, and engagement billing.
  • Providing technical training, leadership, counseling, and career guidance for the development and motivation of the engagement team.

The Team

We have a large national team of dedicated experienced professionals committed to serving nonprofit organizations and sophisticated donors. Our practice is comprised of PPMDS, and also includes professionals that specialize in multi-state tax compliance, international tax compliance and consulting, and transfer tax planning. The tax group teams with our Consulting, Audit & Assurance, and Advisory colleagues regularly on client planning projects. Some of our team members are fully dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services.

Deloitte's Global Center for Excellence in Philanthropy ("GCEP"): This is a cross-functional team comprised of tax, audit and consulting professionals from Deloitte's Monitor Institute - The GCEP serves innovative individuals, companies, and nonprofits working to drive societal change. Our team has spent decades providing philanthropic tax advisory services to some of the wealthiest and most sophisticated donors in the world.

https://www2.deloitte.com/us/en/pages/tax/solutions/philanthropic-advisory-services.html

https://www2.deloitte.com/us/en/pages/tax/solutions/tax-services-for-exempt-organizations.html

Qualifications

Required

  • 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’ experience in federal taxation with a strong emphasis on tax-exempt organizations (501(c)(3)s and 501(c)(4)s including a combination within health care providers, health plans, private foundations and other community organizations)
  • Bachelor's degree in Accounting, Business, Finance or other business-related field
  • One of the following 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:
  • Chartered Financial Advisor (CFA)
  • Certified Financial Planner (CFP) 
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

  • Advanced degree such as Masters of Tax, JD, and/or LLM
  • Previous Big 4 or large CPA firm experience
  • Solid understanding and experience with federal tax compliance, tax analysis, and tax research
  • Solid understanding with respect to mergers, acquisitions, and restructuring specific to tax-exempt organizations
  • Excellent research and writing skills
  • Excellent presentation and communications skills
  • Strong management experience
  • Strong analytical skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Our purpose

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 170906

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Confirmed 18 hours ago. Posted 30+ days ago.

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