Tax Manager - RIC and Financial Products Technology

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!

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.

Those pursuing investment opportunities in equity and derivatives, corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply.

This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles.

Through a combination of tools developed by Deloitte's Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios containing all types of investments, including fixed income, equities, and derivatives.

Work You'll Do

As a Manager in this group, you will manage relationships, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate, and execute day-to-day management activities.

You'll oversee analysis on equity, derivative, and debt investments, preparation and/or review of taxable income calculations, preparation and/or review of taxable income reports, and communicating with clients, their servicers and/or administrators.

Specific responsibilities include:


* 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...