Tax Manager - Insurance Tax

Deloitte • Morristown, NJ • 2h ago

Are you a strategic tax professional who enjoys solving complex information reporting and withholding challenges? Do you want to advise leading financial institutions across banking, asset management, hedge funds, and insurance? If you have experience with FATCA, CRS, Forms 1042/1042-S, or Forms 1099, Deloitte's Global Information Reporting team offers the opportunity to work at the intersection of tax, technology, and global compliance.

Work You'll Do

As a Manager on Deloitte's Global Information Reporting team, you'll advise financial institutions on FATCA, CRS, Chapters 3 and 61 of the Internal Revenue Code, Qualified Intermediary and Withholding Partnership rules, Section 871(m), and other domestic and international information reporting and withholding regimes.

You'll coordinate teams across jurisdictions to help clients meet complex global reporting and withholding requirements. You'll manage client relationships, engagement workflow, and the day-to-day supervision and development of tax professionals.

You'll review reporting data, tax form validations, notifications, Forms 1042/1042-S, Forms 1099, and other FATCA, CRS, Chapter 3, and Chapter 61 requirements. You'll also support technology development by helping define business requirements, contributing to solution design, participating in testing, and training tax professionals on regulatory impacts.

This role is ideal for a tax professional who wants to combine technical expertise, international collaboration, client leadership, and technology innovation. You'll work to translate complex regulatory requirements into practical processes, data solutions, and business outcomes.

A successful candidate would possess these skills:

Ability to work independently and collaborate as part of a team

Effective written and verbal communication skills

Meticulous attention to detail and quality of work product

Ability to build and sustain professional relationships

Ability to lead projects or workstreams

Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment

Strong interpersonal skills and professional demeanor

Ability to meet deadlines

Ability to mentor and provide clear guidance to others

The Team

Deloitte's Global Information Reporting team helps some of the world's largest financial institutions navigate evolving tax transparency requirements, improve customer experiences, and use technology to make compliance more efficient and sustainable. Our work spans FATCA and CRS compliance, Chapters 3 and 61, tax form validation, Qualified Intermediary and Withholding Partnership regimes, technology-enabled solutions, controversy, risk management, and audit readiness. Learn more about Deloitte Business Tax Services .

Qualifications

Required:

Bachelor's degree in Accounting or Finance

5+ years of experience in FATCA, CRS, Chapter 3, Chapter 61 of the Internal Revenue Code, Qualified Intermediary rules, Section 871(m), or other withholding and reporting regimes

One of the following active accreditations: Certified Public Accountant (CPA), licensed attorney, Enrolled Agent, Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP)

Experience preparing and reviewing FATCA returns, CRS reporting, tax form validation for Forms W-8 and W-9 and CRS self-certifications, Forms 1042/1042-S, and Forms 1099

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

Experience managing teams and engagement workflows

Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.

Limited immigration sponsorship may be available.

Preferred:

Advanced degree in Tax, Juris Doctor, or Master of Laws

Experience in a Big Four or large certified public accounting firm

Experience presenting tax technical matters to clients, stakeholders, or project teams

For individuals assigned and/or hired to work in New Jersey, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New Jersey and 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. 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 $123,000 to $205,000.

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.

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.

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