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!

As a Tax Manager within the Global Information Reporting practice, you will be part of a diverse team that is currently leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry. Responsibilities will include:

• Providing advisory services to financial institutions on FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code (1042/1042‑S and 1099 reporting), Withholding Partnership rules, Qualified Intermediaries, 871 m), and other global information reporting and withholding regimes.
• Coordinating international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules.
• Building relationships with clients and managing engagements workflow while supervising tax consultants.
• Performing detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, Chapter 3 and 61 requirements.
• Contributing to internal technology development by assisting with the design, the drafting of business requirements and technology testing.
• Participating in trainings and educating tax consultants on the impacts of these regulations.

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 ranges 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.

• 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.
• Bachelor’s degree in accounting, finance, or related field.
• 5+ years’ experience in FATCA, CRS, chapter 3 and chapter 61 of the Internal Revenue Code, Qualified Intermediaries, 871 m) or other withholding and reporting regimes.
• Preparation and review experience of FATCA tax returns, CRS reporting, tax forms validation (W‑8, W‑9 or CRS Self‑certifications), 1042/1042‑S and 1099 reporting.
• Limited immigration sponsorship may be available.
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
• Experience with managing teams and engagement workflows.
• One of the following active 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).

• Advanced degree such as Masters of Tax, JD, and/or LLM.
• Previous Big 4 or large CPA firm…