Deloitte

Tax Manager - Fiduciary Services

Deloitte  •  Cincinnati, OH / Columbus, OH / Chicago, IL / Cleveland, OH (Hybrid)  •  4 months ago
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Job Description


Tax Manager - Fiduciary Services

Tax Services
| Business Tax Same job available in 4 locations

Chicago, Illinois, United States

Cincinnati, Ohio, United States

Cleveland, Ohio, United States

Columbus, Ohio, United States


Position Summary

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered "Yes" to any of these questions, you should consider a career in Deloitte’s Business Tax Services (Federal tax) practice!

Recruiting for this role ends on May 31st 2026.

What You’ll Do

As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, 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.

The Team

At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client’s business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client’s organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. [1] Learn more about Deloitte Business Tax Services.

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
  • Bachelor's degree in accounting, finance, or related field
  • Limited immigration sponsorship may be available
  • 5+ years’ experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • 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)

Preferred:

  • Advanced degree (MST, JD, and/or LLM)
  • Prior Big 4/large CPA firm experience
  • Fiduciary income, transfer tax, and exempt-entity compliance/consulting for trusts, estates, and tax-exempt organizations
  • Review and management of IRS filings (Forms 706, 1041, 1040)
  • Cross-border compliance: identify foreign reporting obligations and prepare/advise on international/informational returns (e.g., 5471, 8858, 8865, 3520, 3520-A)
  • U.S. tax structuring for multi-jurisdiction inheritance/succession planning, including domestic and foreign trust structures
  • Strong tax research, technical writing, and issue-spotting; able to explain complex issues to clients and non-tax stakeholders

Information for applicants with a need for accommodation:

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
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Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
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.

Requisition code: 324215

Job ID

324215

Deloitte

About Deloitte

Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Our work combines advice with action and integrity. We believe that when our clients and society are stronger, so are we.

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Industry
Consulting & Advisory
Company Size
10,000+ employees
Headquarters
Worldwide, OO
Year Founded
1845
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