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Tax Manager - Tax Exempt
Tax Manager - Tax ExemptDeloitte • San Diego, CA, US
Tax Manager - Tax Exempt

Tax Manager - Tax Exempt

Deloitte • San Diego, CA, US
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Tax Manager In Deloitte's Business Tax Services Tax-Exempt Practice

Does working with tax-exempt organizations peak your interest? Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you enjoy providing federal tax compliance and consulting services to dynamic clients across a variety of non-profit industries? Do you like to have well-rounded technical skills? Do you find it fulfilling to work with clients who are actively involved in improving the community via their philanthropic vehicles? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax-Exempt practice!

What You'll Do

As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) of your time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations. Your time will be focused on providing tax compliance and consulting services including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting and more. You will work directly with sophisticated clients, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. As part of the Tax-Exempt practice, you will interact with and work with like-minded Tax-Exempt specialists from across the country on a regular basis.

Responsibilities will include :

  • Maintaining and developing strong client relationships on various federal tax consulting / compliance engagements.
  • Advising clients on a variety of tax issues including tax compliance, business restructuring, exemption strategies, philanthropic and charitable giving planning, and tax controversy.
  • Overseeing federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
  • Managing engagement workflow, engagement team resources, and engagement billing.
  • Providing technical training, leadership, counseling, and career guidance for the development and motivation of the engagement team.

The Team

We have a large national team of dedicated experienced professionals committed to serving nonprofit organizations and sophisticated donors. Our practice is comprised of PPMDS, and also includes professionals that specialize in multi-state tax compliance, international tax compliance and consulting, and transfer tax planning. The tax group teams with our Consulting, Audit & Assurance, and Advisory colleagues regularly on client planning projects. Some of our team members are fully dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services.

Deloitte's Global Center for Excellence in Philanthropy ("GCEP") : This is a cross-functional team comprised of tax, audit and consulting professionals from Deloitte's Monitor Institute - The GCEP serves innovative individuals, companies, and nonprofits working to drive societal change. Our team has spent decades providing philanthropic tax advisory services to some of the wealthiest and most sophisticated donors in the world.

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 week
  • 5+ years' experience in federal taxation with a strong emphasis on tax-exempt organizations (501(c)(3)s and 501(c)(4)s including a combination within health care providers, health plans, private foundations and other community organizations)
  • Bachelor's degree in Accounting, Business, Finance or other business-related field
  • 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)
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries / sectors you serve
  • Preferred

  • Advanced degree such as Masters of Tax, JD, and / or LLM
  • Previous Big 4 or large CPA firm experience
  • Solid understanding and experience with federal tax compliance, tax analysis, and tax research
  • Solid understanding with respect to mergers, acquisitions, and restructuring specific to tax-exempt organizations
  • Excellent research and writing skills
  • Excellent presentation and communications skills
  • Strong management experience
  • Strong analytical skills
  • 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 $100,730 to $213,200.

    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.

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