Role is based in Atlanta, Nashville/Hermitage, Dallas, Houston, Chicago
Overview
Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Manager role is part of our internal US Firms Tax ("USFT") team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all the domestic and foreign compliance for the Deloitte US Firms' entities.
What you'll do
As a Tax Manager - State Direct Tax, you will be responsible for overseeing and reviewing the state apportionment calculations, the determination of federal to state law adjustments, and reviewing state partnership, composite, and withholding tax returns. This requires involvement in various processes including state return and Form K-1 preparation. You will also oversee the calculation of state and local estimates and extension payments. You will assume responsibilities for budgeting and forecasting the various state and local taxes. You will also onboard, manage and retain our staff, and assist with transforming our people, processes, and technology.
The successful candidate will possess:
+ Ability to manage multiple priorities.
+ Excellent communication skills.
+ Strong leadership and management skills.
+ Ability to train and develop staff.
About the Team
The State Direct Tax team is responsible for all aspects of our state and local tax compliance process, including analyzing state apportionment, calculating state taxable income, and preparing state partnership, composite, and withholding tax returns. The State Direct Tax team also leads strategic planning projects, such as PET analysis and state nexus studies, and the team manages all controversy from a state and local perspective. Finally, the State Direct Tax team supplies state and local tax information that is integral to the financial reporting of the US Firms. The team works remotely and from business hubs in Atlanta and Nashville/Hermitage.
Primary Duties and Responsibilities
+ Review schedules and working papers for state and local income tax returns, including certain partner-related information.
+ Review the preparation of partnership state and local income tax returns, including composite nonresident income tax returns and withholding tax returns.
+ Assist in the production of state-specific reporting for the annual partner Forms K-1 packages.
+ Perform tax research as necessary regarding state tax issues affecting the US Firms.
+ Review the analysis and calculation of required estimated state tax and extension payments.
+ Assist with state and local tax audits and correspond with authorities regarding audit issues and/or tax notices.
+ Review selected general ledger accounts monthly for appropriateness of state tax accruals.
+ Manage workflow and oversee tax consultants on assigned work.
+ Manage the annual partner state tax elections process and the collection of nonresident non-joiner affidavits, review per partner withholding, PET, and composite tax calculations.
+ Assist with partner questions regarding state or local tax matters related to their Form K-1 information and withholdings.
+ Manage implementation of any state or local tax-related legislation.
+ Make recommendations on business and process improvements related to US Firms tax matters.
Qualifications Required
+ Bachelor's degree in accounting/taxation.
+ CPA, Enrolled Agent, or other relevant certification.
+ Minimum of 5 years of relevant experience including state partnership tax compliance, tax research, and tax planning in a professional services firm.
+ Strong knowledge of state partnership tax compliance, tax research, and tax planning.
+ Prior experience supervising tax professionals on a project or engagement basis.
+ Tax forecasting / planning experience.
+ Knowledge of partner-level income allocations.
+ Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve.
+ Limited sponsorship may be available.
Qualifications Preferred
+ Advanced degree.
+ Experience with ONESOURCE Income Tax.
+ Experience with SAP or other financial systems.
The wage range for this role 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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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 $93,000 to $171,300.
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:
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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.