Tax Manager - Insurance Tax

Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply domestically and internationally? Do you enjoy coordinating efforts in numerous countries and managing international teams? Do you have experience in FATCA, CRS, 1042/1042-S reporting or 1099? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice!

Work you'll do

As a Manager, Tax Services on the Global Information Reporting team, you will be responsible for:

• Advising financial institutions on FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code, Qualified Intermediary rules, Withholding Partnership rules, Section 871(m), and other global information reporting and withholding regimes
• Coordinating teams across jurisdictions to support financial institution compliance efforts with global information reporting and withholding requirements
• Managing client relationships, engagement workflow, and the day-to-day supervision of tax consultants
• Reviewing reporting data, tax form validations, notifications, Forms 1042/1042-S, Forms 1099, and other FATCA, CRS, Chapter 3, and Chapter 61 requirements
• Supporting internal technology development through business requirements drafting, solution design input, testing, and training for tax consultants on regulatory impacts

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

The team

At Deloitte Tax LLP, our Global Information Reporting team provides expertise to clients to gain a competitive advantage by properly managing tax transparency regimes, enhancing their customer's experience and deploying effective technology to facilitate compliance with FATCA, CRS and other domestic and international withholding and reporting complex rules. Our Global Information Reporting Tax subject matter experts provide services to the largest financial institutions in the world, including numerous global banks, asset managers, hedge funds and insurance companies. Our team is leading the transformation and digitalization of the tax department to create greater impact and efficiency within our client's organization. Our spectrum of Global Information Reporting services range from FATCA, CRS, chapter 3 and 61 tax compliance globally, tax form validation services, Qualified Intermediary and Withholding Partnerships regimes, technology development in these areas, consulting services, controversy, risk management and audit readiness for these regimes. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.

Qualifications

Required:

• Bachelor's degree in Accounting or Finance
• 5+ years of experience in FATCA, CRS, Chapter 3, Chapter 61 of the Internal Revenue Code, Qualified Intermediary rules, Section 871(m), or other withholding and reporting regimes
• Experience preparing and reviewing FATCA returns, CRS reporting, tax form validation for Forms W-8 and W-9 and CRS self-certifications, Forms 1042/1042-S, and Forms 1099
• Experience managing teams and engagement workflows
• One of the following active accreditations: Certified Public Accountant (CPA), licensed attorney, Enrolled Agent, Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP)
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
• Limited immigration sponsorship may be available.

Preferred:

• Advanced degree in Tax, Juris Doctor, or Master of Laws
• Experience in a Big Four or large certified public accounting firm
• Experience presenting tax technical matters to clients, stakeholders, or project teams

For individuals assigned and/or hired to work in New Jersey, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New Jersey and 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. 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 $123,000 to $205,000.

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.