Manager - Financial Services Tax Transformation

Deloitte Boston , MA 02298

Posted 6 days ago

Position Summary

Financial Services Tax Transformation Manager

Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics, technology, and automation.

Work You'll Do

As a Manager on our team, you will:

  • Collaborate with tax subject matter specialists to envision and design new features and products,

  • Collaborate with software developers to develop and deploy features and products,

  • As an integral part of client engagement teams, oversee internal Deloitte tax team members and client users to plan and execute on optimal application configurations and usage,

  • Provide day-to-day management of multiple engagements, interacting directly with clients and Deloitte teams,

  • Supervise national teams in both our U.S. and U.S.-India office,

  • Mentor and develop consultants, senior consultants, and interns-providing leadership, counseling, and career guidance,

  • Actively participate in marketplace pursuits such as meeting with prospective clients and demonstrating our technology portfolio, and

  • Manage the operations and economics of projects.

The Team

Our Financial Services Tax Transformation practice serves the full spectrum of financial services sectors including banking, private equity, hedge funds, real estate funds, mutual funds, and insurance companies. Our national team is part of the National Federal Tax Services (NFTS) practice within Deloitte Tax LLP which is made up of a series of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, 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.



  • Bachelor's degree in accounting, finance, or other business-related field

  • 5+ years' experience in financial services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies

  • Travel up to 50% (While 50% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.)

  • Limited immigration sponsorship may be available

  • Certified or in the process of obtaining/willing to obtain a CPA, enrolled agent, or other appropriate certification


  • 5+ years' Big 4 experience using tax technology in financial services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies

  • Minor or coursework in management information systems or data analytics

  • Proven leadership managing virtual teams including out of country offshore teams

  • Experience working in a fast-paced, team environment

  • Mastery of Alteryx, Tableau, Qlik.

  • Experience presenting to clients or other decision-makers for purposes of project delivery or sales pursuits

  • Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities

  • Advanced Excel capabilities

  • Demonstrated effective verbal and written communication skills

  • Demonstrated ability to develop working relationships

  • Ability to thrive with competing priorities


Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.


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.

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 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.

Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. See notices of various ban-the-box laws where available.

Requisition code: 10232

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