Deloitte's Operations Transformation for Tax (OTT) practice helps tax leaders redesign their tax operating models through a focus on operations, technology, and talent.
Work you'll do:
Collaborate with our clients to develop their vision for the future of tax, considering data, people, process, technology and governance
Facilitate client workshops to explore operating model needs and analyze alternative solutions
Organize transformation workstream activities and develop workplans to achieve our client's desired outcomes
Align and coordinate resources to deliver workstream objectives and establish accountability for results
Establish, monitor, guide and assess ongoing projects/engagements against established Key Performance Indicators (KPIs)
Liaise with various workstreams and teams within the firm to drive collaboration and integration where appropriate
Identify areas of risk/opportunity, develop appropriate risk mitigation strategies and escalate project issues and risks to management as needed
Identify process improvement opportunities
Develop communications and presentations and ensure communication of project/program initiatives, messages and status to appropriate parties
Facilitate networking across various groups and global member firms, which may include:
Working with/managing virtual cross-border teams
Enabling cross-border issue resolution
We are seeking high-performing individuals to support the growth of our OTT practice and the exceptional quality of service our clients receive with the following priorities:
Grow our client base and competitive market share through new sales and brand/eminence activities,
Evolve our clients' experience in working with us by ensuring consistent high-quality results that are delivered in an increasingly digital and truly integrated way, and
Transform our delivery model to apply automation and process enhancements to ensure quality and increase efficiency.
The Team:
The OTT team supports Lead Tax Partners in pursuing, transitioning, and optimizing OTT engagements, as well as facilitating OTT Labs - highly interactive workshops designed to help tax executives outline their vision, explore the Art of the Possible, and develop an operations transformation roadmap for their tax departments. The National OTT team also supports the OTT Regional and Local office leaders in developing and delivering their marketplace strategies
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 of tax operations project management, and budgeting and analysis experience
Bachelor's Degree
One of the following accreditations obtained:
Licensed CPA in state of practice/primary office if eligible to sit for the CPA
If not CPA eligible, one of the other designations listed below based on role and business approval:
Licensed attorney
Enrolled Agent
Certifications:
Chartered Financial Advisor (CFA)
Certified Financial Planner (CFP)
Project Management Professional (PMP)
Ability to travel 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
Experience supporting client's operating model transformation, (e.g., shifting from a decentralized model to a globally centralized model), including navigating transition considerations and risks
Experience communicating the considerations and benefits of operating model alternatives
Experience communicating the role process standardization and technology automation play in tax operating model transformation
Experience synthesizing and summarizing complex discussions, capturing key points in real-time (e.g., in OTT labs)
Experience with working across workstreams, prioritizing and flex based on demand
Strong analytic and reporting capability
Ability to work effectively in an environment of complexity, ambiguity and continual change/evolution
Process improvement, standardization and automation experience
Supervisory experience
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 $91,350 to $169,650.
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.
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.