Deloitte

Deloitte

·5 days ago

Seasonal tax delivery manager, individual tax services - global employer

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Location

remote, United States

Salary

$105k – $215k/yr

Commitment

Full Time

Level

Lead / Manager

Required skills

Individual tax complianceHigh-net-worth taxationGift tax returnsTax planningClient advisoryTeam managementProject managementRisk identificationBudget monitoringCoachingTechnical tax knowledgeCommunicationWorkflow managementAttention to detailExcelPowerPoint

Job Description

SEASONAL TAX DELIVERY MANAGER, INDIVIDUAL TAX SERVICES - GLOBAL EMPLOYER

Tax Services | GES Services

Same job available in 47 locations

  • Atlanta, Georgia, United States
  • Austin, Texas, United States
  • Baltimore, Maryland, United States
  • Boise, Idaho, United States
  • Boston, Massachusetts, United States
  • Charlotte, North Carolina, United States
  • Chicago, Illinois, United States
  • Cincinnati, Ohio, United States
  • Cleveland, Ohio, United States
  • Columbus, Ohio, United States
  • Costa Mesa, California, United States
  • Dallas, Texas, United States
  • Dayton, Ohio, United States
  • Denver, Colorado, United States
  • Detroit, Michigan, United States
  • Grand Rapids, Michigan, United States
  • Hartford, Connecticut, United States
  • Houston, Texas, United States
  • Indianapolis, Indiana, United States
  • Jacksonville, Florida, United States
  • Jersey City, New Jersey, United States
  • Lake Mary, Florida, United States
  • Las Vegas, Nevada, United States
  • Los Angeles, California, United States
  • McLean, Virginia, United States
  • Miami, Florida, United States
  • Minneapolis, Minnesota, United States
  • Morristown, New Jersey, United States
  • Nashville, Tennessee, United States
  • New Orleans, Louisiana, United States
  • New York, New York, United States
  • Philadelphia, Pennsylvania, United States
  • Pittsburgh, Pennsylvania, United States
  • Portland, Oregon, United States
  • Raleigh, North Carolina, United States
  • Richmond, Virginia, United States
  • Rosslyn, Virginia, United States
  • Salt Lake City, Utah, United States
  • San Antonio, Texas, United States
  • San Diego, California, United States
  • San Francisco, California, United States
  • San Jose, California, United States
  • Seattle, Washington, United States
  • St. Louis, Missouri, United States
  • Stamford, Connecticut, United States
  • Tampa, Florida, United States
  • Tempe, Arizona, United States

POSITION SUMMARY

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.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

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.

CAUTION AGAINST FRAUDULENT JOB OFFERS!

We have been informed of instances where jobseekers are led to believe of fictitious job opportunities with Deloitte US (“Deloitte”). In one or more such cases, false promises of actual or potential selection, or initiation or completion of the recruitment formalities appear to have been or are being made. Some jobseekers appear to have been asked to pay money to specified bank accounts of individuals or entities as a condition of their selection for a ‘job’ with Deloitte. These individuals or entities are in no way connected with Deloitte and do not represent or otherwise act on behalf of Deloitte.

Ready to join the team?

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