TAX MANAGER, TAX ANALYSIS & DEBT INVESTMENTS-TARDI

$103,320 - $235,170/Yr

Deloitte - Dallas, TX

Full-time - Mid Level

Hybrid - Dallas, TX

Professional, Scientific, and Technical Services

About the position

The Manager position in the National Federal Tax Services (NFTS) at Deloitte Tax LLP involves managing relationships and overseeing tax planning and compliance support for large organizations, particularly in the debt investment sector. The role requires effective data management and knowledge of financial products and tax principles, with a focus on delivering results for clients in a collaborative and diverse team environment.

Responsibilities

• Manage relationships and ensure timely reporting of milestone and dependency status.
• Monitor risks and issues to escalate and execute day-to-day management activities.
• Oversee asset-level diligence and analysis on debt investments.
• Prepare and/or review debt taxable income calculations and reports.
• Communicate with clients, their servicers, and administrators, leading client resources.
• Calculate and/or review taxable income on debt investments using proprietary software.
• Research asset-level debt origination terms for corporate bond portfolios and mortgage-backed securities.
• Lead client engagements and manage team professionals.
• Perform tax research to address technical issues related to debt investment transactions.
• Train junior professionals on applicable technical issues.
• Develop requirements for TARDI system enhancements and conduct ongoing testing.
• Support pursuit of new client opportunities through analysis of prospective client debt holdings.

Requirements

• 5+ years of full-time professional experience.
• Bachelor's degree in accounting, finance, MIS, or related field required.
• Practical knowledge in fixed income financial products, income tax principles, and debt instruments.
• Big 4 experience or equivalent.
• Data Analytics experience and solid technology skills.
• One of the following active accreditations: Licensed CPA, Licensed Attorney, Enrolled Agent, PMP, or CFA.
• Ability to perform job responsibilities within a hybrid work model.

Nice-to-haves

• Advanced degree in Accounting, Finance, LLM, or other applicable degree.
• Proven problem-solving capabilities.
• Experience serving clients or working within the financial services industry.
• Solid experience in financial system design and implementation.
• Background in financial portfolio review, regulatory reporting, and bond administration.

Benefits

• Broad range of employee benefits including health insurance, retirement plans, and professional development opportunities.