BTS Tax Operate - Tax Manager

Job description

**BTS Tax Operate - Tax Manager (USI)** Role Summary The Manager will serve as a key engagement management lead across a portfolio of complex U.S. domestic and global tax engagements, with accountability for day-to-day delivery management, governance, execution, and stakeholder communication. This role will drive engagement planning, operational visibility, issue resolution, and cross-functional coordination across U.S. and global tax compliance and related tax accounting activities to help deliver a consistent, scalable, and high-quality client and internal experience. Engagement Management and Delivery Governance - Serve as a key engagement management lead across U.S. and global tax engagements, bridging tax client service teams, client stakeholders, and local/regional Deloitte teams to support predictable, high-quality delivery. - Manage day-to-day engagement governance and project management across the portfolio. - Manage contracting and SOW development, including scope and fee management. - Build and maintain engagement workplans, service delivery milestones, and governance routines to support disciplined execution. - Monitor execution against agreed client service plans and follow through on open items, milestones, and deliverables. - Maintain transparency into engagement status through dashboards, reporting packs, and web-based tracking tools or portals. - Lead recurring status calls, working sessions, and client readouts, ensuring updates are clear, action-oriented, and decision-useful. - Drive issue resolution and risk management by identifying, tracking, and escalating technical, process, data, timing, and scope risks early. - Manage engagement economics by organizing staffing plans, tracking budget-to-actuals, forecasting fees, monitoring realization, and communicating variances to engagement leadership. - Support invoicing and central billing, including tracking, coordination, and follow-up with project leaders and internal teams as needed. - Promote quality and standardization by reinforcing templates, review protocols, documentation requirements, playbooks, and engagement quality controls. - U.S. Tax Compliance specific responsibilities: - - Manage governance and project management for U.S. corporate income tax and investment management tax engagements, including federal and multistate compliance, tax provisions, extensions, quarterly estimates, partnership returns, K-1 preparation and distribution, fund and entity-level reporting, and related supporting activities. - Coordinate the end-to-end U.S. compliance process, including document and data requests, workpaper tracking, review readiness, and timely filing deliverables through Deloitte platforms. - Support U.S. tax accounting and tax provision deliverables where in scope, coordinating calendars, data flows, and review cycles. - Coordinate with service line teams as needed, including SALT, international tax, credits and incentives, and tax controversy. - Global Tax Compliance specific responsibilities: - - Lead governance and project management for global tax compliance engagements and support transparency into the client’s compliance and reporting process through the Deloitte platform. - Monitor execution against global client service plans and support consistent delivery across jurisdictions. - Manage local country issues promptly and in accordance with engagement communication protocols. - Work with local and regional member firms to identify and resolve issues and share insights to improve delivery efficiency. - Review engagement status reports delivered to clients on a monthly basis. - Lead client conference calls to discuss global compliance and obligation status and maintain strong working relationships with client stakeholders. - Coordinate transition activities for global engagements, including web-based platform setup, scope discussions, and delivery tracking. Transitions, Scope Changes, and Pursuits - Lead/Manage onboarding and transition planning for new engagements and major scope changes, including kickoff coordination, scope confirmation, stakeholder mapping, timelines, and roles. - Stand up engagement operations, including workflow tracking, deliverable calendars, secure collaboration methods, and intake/checklist processes. - Coordinate with Deloitte teams to confirm responsibilities, handoffs, and interfaces across workstreams. - Draft or support drafting the Statement of Work, including scope boundaries, assumptions, deliverables, and change control triggers. - Review RFPs and support setup of new opportunities in Pursuit Manager for new clients. - Review fee inputs provided by local member firms against indicative fees and follow up on questions or assumptions. - Prepare the client copy of fee files and assumptions for Senior Manager review. Client Communication and Stakeholder Management - Develop strong working relationships with client tax and finance stakeholders, engagement leaders, and internal teams. - Translate complex engagement activity into clear status updates, decisions needed, and actions required for both client and internal audiences. - Support effective communication across workstreams to ensure the right information reaches the right stakeholders at the right time. - Maintain disciplined follow-up on actions, deliverables, and issue resolution to strengthen trust and visibility. Team Leadership and Development - Coach and develop junior team members through on-the-job guidance, timely feedback, and strong day-to-day support. - Create a positive learning culture that encourages accountability, collaboration, professional growth, and operational excellence. - Help reinforce consistency, discipline, and strong team practices across the engagement management environment. - Influence and collaborate across levels and teams while fostering trust and accountability. Qualifications / Experience - Post-graduation/master’s in business administration preferred. -