TAX MANAGER, TAX ANALYSIS & DEBT INVESTMENTS-TARDI
Company: Deloitte
Location: Dallas
Posted on: October 28, 2024
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Job Description:
Position Summary 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 TeamNational 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.One of our
fast-growing, unique service offerings is our Tax Analysis &
Information Reporting for Debt Investments (TARDI) practice. Those
pursuing investment opportunities in 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 Securitization and Partnerships Solutions practices, we
can assist with the complex tax and reporting needs of large
portfolios of fixed income investments.Work You'll DoAs 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 asset-level diligence and analysis on debt
investments, preparation and/or review of debt taxable income
calculations, preparation and/or review of debt taxable income
reports, communicating with clients, their servicers and/or
administrators and lead client resources. Specific responsibilities
of the PSG - TARDI team include: -Calculating and/or reviewing
taxable income on debt investments including OID, market discount,
premium, gain / loss, tax basis, and other items using Deloitte's
proprietary TARDI software and tools.Leveraging proprietary
software, third party data providers, and credit agreements to
research asset level debt origination terms for corporate bond
portfolios, mortgage-backed security portfolios, and mortgage loan
pools.Leading client engagements: responsible for communicating
with client, managing and supporting professionals on our team,
developing a game plan to execute on the client engagement and
reviewing deliverables.Performing tax research to address tax
technical issues that arise related to debt investment related
transactions. Train younger professionals on the technical issues
that are applicable in our business.Developing requirements for
TARDI system enhancements and ongoing testing of TARDI system
calculations, processes, and reporting.Supporting pursuit of new
client opportunities through review of prospective client debt
holdings, development of marketing decks, and analysis of industry
public filings.Working within a team and supporting and mentoring
junior staff.Qualifications -Required:Ability to perform job
responsibilities within a hybrid work model that requires US Tax
professionals to co-locate in person 2 - 3 days per week5+ years of
full-time professional experienceBachelor's degree in accounting,
finance, MIS, or related field requiredPractical knowledge in fixed
income financial products, income tax principles, debt instruments
and/or project managementBig 4 experience or equivalentData
Analytics experience and solid technology skills -One of the
following active accreditations obtained:Licensed CPA in State of
Practice/Primary Office if eligible to sit for the CPAIf not CPA
eligible:Licensed AttorneyEnrolled AgentCertifications:Project
Management Professional (PMP)Chartered Financial Advisor (CFA)
-Ability to travel up to 25%, on average, based on the work you do
and the clients and industries/sectors you servePreferred:Advanced
degree in Accounting, Finance, LLM or other applicable degreeProven
problem-solving capabilitiesExperience serving clients or directly
working within the financial services industrySolid experience in
financial system design and implementationBackground in financial
portfolio review, regulatory reporting and bond administrationFor
individuals assigned and/or hired to work in New York City,
Deloitte is required by law to include a reasonable estimate of the
compensation range for this role. This compensation range is
specific to New York City 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 $103,320 to
$235,170.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.Information for applicants with a need for
accommodation: - Recruiting tipsFrom 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.
BenefitsAt 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 cultureOur 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. Our purposeDeloitte's purpose is to make an
impact that matters for our clients, our people, and in our
communities. We are creating trust and confidence in a more
equitable society. At Deloitte, purpose is synonymous with how we
work every day. It defines who we are. We are focusing our
collective efforts to advance sustainability, equity, and trust
that come to life through our core commitments. Learn more about
Deloitte's purpose, commitments, and impact. Professional
developmentFrom 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, including the City
of Los Angeles' Fair Chance Initiative for Hiring Ordinance. See
notices of various ban-the-box laws where available.Requisition
code: 184265AccoladesTax - Business Tax ServicesSame job available
in 20 locations
Keywords: Deloitte, Keller , TAX MANAGER, TAX ANALYSIS & DEBT INVESTMENTS-TARDI, Executive , Dallas, Texas
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