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Deloitte · 2 weeks ago

Tax Manager - Tax Analysis & Debt Investments

New York, NY

Full-time

Hybrid

Senior Level

$103K/yr - $235K/yr

5+ years exp

Deloitte is a leading professional services firm that offers a range of tax services. As a Manager in the Tax Analysis & Information Reporting for Debt Investments practice, you will oversee client engagements, manage relationships, and ensure timely reporting while performing tax research and mentoring junior staff.

AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management

Growth Opportunities

H1B Sponsored

Responsibilities

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

Qualification

Fixed income productsIncome tax principlesData analyticsProject managementBig 4 experienceCPA licenseFinancial services experienceFinancial system designRegulatory reportingBond administrationProblem-solving

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

Limited immigration sponsorship may be available

5+ years of full-time professional experience

Bachelor's degree in accounting, finance, MIS, or related field required

Practical knowledge in fixed income financial products, income tax principles, debt instruments and/or project management

Big 4 experience or equivalent

Data 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 CPA, If not CPA eligible: Licensed Attorney, Enrolled Agent, Certifications: 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 serve

Preferred

Advanced degree in Accounting, Finance, LLM or other applicable degree

Proven problem-solving capabilities

Experience serving clients or directly working within the financial services industry

Solid experience in financial system design and implementation

Background in financial portfolio review, regulatory reporting and bond administration

Benefits

Discretionary annual incentive program

Company

Deloitte

Glassdoor4.0

Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.

Founded in 1845

London, England, GBR

10001+ employees

https://www2.deloitte.com

H1B Sponsorship

Deloitte has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2025 (6871)

2024 (4911)

2023 (5604)

2022 (8090)

2021 (5993)

2020 (10388)