Tax Job Info Sharing: Deloitte Experienced Hire

Institutional Trust Service Offering – Tax Manager (Tax)

Deloitte Tax LLP helps companies understand national, state and local, and international tax structures and align the tax function with business objectives.


Position Summary:


The Institutional Trust service offering is a rapidly developing service offering at Deloitte.  The offering is built on a scale that includes a highly-leveraged, nationally managed compliance center in our US practice based in India and a management team in the US.  Deloitte currently is in the process of increasing market share which allows for immense potential for advancement for our professionals in this service offering. 




·         Manage the tax compliance process for institutional trust clients

·         Interface with clients throughout the tax compliance process

·         Work with Deloitte specialists to provide tax consulting services to clients

·         Develop a deep understanding of the institutional trust marketplace

·         Participate in various aspects of the marketing process for the trust service offering

·         Enhance existing processes utilized in serving institutional trust clients

·         Communicate directly with various client personnel and high-level management

·         Develop a deep understanding of the various technology platforms used in serving our clients

·         Develop tax professionals at the staff and senior level

·         Assist with development and delivery of trainings


·         Adaptive working style

·         Ability to work in a virtual environment

·         Strong process, technology, and communication skills

·         Strong project management and change management skills

·         Knowledge of managing projects including scheduling, budgeting, client correspondence and billing

·         Excellent technology, research and writing skills

·         Ability to learn things quickly both technically and in tax software

·         Willing to gain knowledge of large scale trust department processes and technology

·         CPA, Enrolled Agent or other appropriate certification within one year of hire

·         Experience with Thomson Reuters OneSource Trust Tax, CCH TrustUS, and various trust accounting systems a plus


Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting, and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world’s most well-known and respected companies, including more than 75 percent of the Fortune 100.

At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you’ll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients’ will be heard.

About Deloitte

As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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