Manager, Internal Tax (Partner Tax Matters)
Company: Deloitte
Location: Birmingham
Posted on: May 25, 2023
|
|
Job Description:
Manager, Internal Tax (Partner Tax Matters)
This Tax Manager is part of our internal Firm Taxes team that sits
in our Finance & Administration group. The internal Firm Taxes team
is responsible for setting the tax policy for the US Firms in the
US and other countries where it has operations. We organize and
facilitate meetings, steering committees, and support US Firms
leadership and our partners and principals, directly and
indirectly. This team works remotely and from business hubs in
Hermitage TN, New York NY, and Boston MA.
Job Overview & Key Relationships:
As a Partner Tax Matters ("PTM") Manager, you will be responsible
for producing and distributing the annual K-1 packages for all
active and retired Deloitte US partners. This requires involvement
in various processes including federal K-1 preparation, special
allocations, state apportionment, federal to state law adjustments
per person, state K-1s, miscellaneous state required schedules, and
the withholding, PET and composite returns. You will also
coordinate the withholding of estimated payments from partners
distributions and their yearly payments reconciliations; onboard,
manage and retain our staff; and provide guidance to our IT
programmers on any system changes and requirements as needed.
Job Responsibilities:
Produce and distribute annual partner K-1 packages
Manage the annual partner state tax elections process and the
collection of nonresident non-joiner affidavits; review
withholding, PET and composite taxes per partner calculations
Review state tax apportionment calculations and state
add-back/subtraction adjustments
Review of partner state and local K-1 information for Deloitte US
Firms' partners, and draft communications related thereto
Coordinate the State and Local tax return preparation with the
State compliance team, filings for partnership tax returns,
composite nonresident returns, PET, and nonresident withholding tax
returns.
Coordinate on federal withholding information returns with federal
compliance team
Coordinate the electronic filing / uploads to State compliance
team
Coordinate with Deloitte Tax PPMD tax preparer team
Assisting with partner questions regarding federal, multistate, and
local tax matters related to their Deloitte K-1 information and
withholdings
Manage implementation of any federal, multistate, or local income
tax related legislation impacting K-1 reporting or partner tax
withholdings
Conduct federal, multistate, or local tax technical research as
needed
Lead the team in implementing new PET calculations at partner
level
Obtain and distribute IRS tax residency certificates annually
Manage preparation and archiving of documentation on State tax
positions and issues
Make recommendations on business and process improvements related
to partner level tax matters
Qualifications:
Master's degree in Accounting/Taxation or equivalent experience
required
CPA or other relevant certification
Five (5) + years of prior experience in state and local/multistate
for passthrough entities
Excellent communication skills
Maintains strong knowledge of federal and multistate partnership
tax compliance, tax reporting, tax research, and tax planning
Prior experience supervising tax professionals on a project or
engagement basis
Ability to train and develop staff
Tax forecasting / planning experience
Partner level income estimation
Proficient in Excel
Must be legally authorized to work in the United States without the
need for employer sponsorship, now or at any time in the future
Preferred Qualifications
Experience with Microsoft SQL
Software development life cycle knowledge
Knowledge of Thomson Reuters' OneSource Income Tax
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 $191,000.
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.
Keywords: Deloitte, Birmingham , Manager, Internal Tax (Partner Tax Matters), Accounting, Auditing , Birmingham, Alabama
Click
here to apply!
|