Seasonal Tax Delivery Manager, Individual Tax Services - Global Employer

Deloitte • San Jose, CA • 21h ago

This is a seasonal opportunity expected for the Spring 2027 (January - April) or other mutually agreeable period. Extensions may be available upon mutual agreement. Remote opportunities available.

The role is designed for an experienced tax professional who can quickly assume responsibility for complex client deliverables, manage competing deadlines, and support high-quality outcomes during peak season.

Recruiting for this role will end on January 31, 2027.

Work you'll do

As a Deloitte Seasonal Tax Delivery Manager supporting Individual Tax Services - High Net Worth, you will:

Own delivery for assigned client engagements from planning through completion of seasonal deliverables.

Review complex individual and gift tax returns, workpapers, and related deliverables for accuracy and completeness.

Track filing, review, and client milestones; identify risks early and escalate blockers.

Resolve review notes and coordinate with specialists to meet agreed deadlines.

Maintain clear communication with clients, advisors, engagement leaders, and team members.

Manage team assignments, workload, and priorities during peak periods.

Provide focused coaching and real-time feedback to tax professionals supporting assigned work.

Monitor engagement scope, budgets, and open items, escalating issues that may affect delivery.

Prepare clear handoff documentation and status updates for any work continuing beyond the seasonal assignment.

A successful candidate will possess the following skills:

Completion of assigned tax returns and deliverables by agreed deadlines.

Timely resolution of review notes, client requests, and technical issues.

High-quality, well-documented work requiring minimal rework.

Early identification and escalation of delivery, staffing, or scope risks.

Consistent visibility into engagement status, workload, and open items.

Effective coordination across clients, advisors, specialists, and tax teams.

The Team

At Deloitte Tax LLP, our Individual Tax Services professionals advise high-net-worth individuals and families on complex tax compliance and planning matters. The practice supports clients with individual income tax considerations while building long-term relationships with clients and their trusted advisors. Learn more about Deloitte Tax Global Employer Services.

Qualifications

Required

Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree

5+ years of experience in individual tax compliance and planning, with exposure to high-net-worth individuals and gifts

Strong technical knowledge of high-net-worth taxation, including experience reviewing complex individual and gift tax returns

Demonstrated ability to serve as a trusted client advisor, communicate complex tax matters clearly, and build relationships with high-net-worth clients and their advisors

Ability to ramp up quickly and contribute effectively in a seasonal, deadline-driven environment

Demonstrated ability to manage high-volume work while maintaining quality and attention to detail

Availability to support peak-season deadlines and changing priorities

Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

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

Preferred

Master's degree or equivalent in a related field.

Experience serving high-net-worth individuals or private clients.

Strong client communication and relationship-management skills.

Experience leading, coaching, and developing tax professionals.

Ability to manage multiple deadlines while maintaining quality and attention to detail.

Proficiency with Excel and PowerPoint; experience with CCH tax technology or workflow tools is a plus.

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 $105,375 to $215,375.

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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