BTS Tax Operate - Tax Senior

Job description

Summary Position Summary BTS Tax Operate – Tax Senior Role summary The Tax Senior will support day-to-day engagement management across U.S. domestic and global tax compliance engagements, helping drive delivery coordination, governance, status visibility, and issue resolution. The role is execution-focused, with responsibility for tracking workplans, monitoring deadlines, supporting deliverable management, and maintaining a strong client and internal service experience across the engagement lifecycle. Engagement Management and Delivery Support • Support day-to-day governance and project management across tax compliance engagements, ensuring transparency into the client’s tax compliance and reporting process through Deloitte platforms. • Plan and execute against client service plans and maintain detailed workplans covering scope, timelines, dependencies, roles, and deliverables. • Monitor engagement activity against established protocols and filing calendars; proactively flag delays, risks, and follow-up actions. • Track deliverables and return status across teams to help ensure completeness, timeliness, and accurate reporting. • Document issues, actions taken, and resolutions thoroughly and in line with engagement protocols. • Identify and escalate delivery issues promptly, and actively support issue resolution. • Prepare periodic status reports, dashboards, and trackers to support visibility for clients and engagement leadership. • Contribute ideas for process improvements and support implementation of more efficient ways of working. U.S. Tax Compliance Responsibilities • Support governance and project management across U.S. corporate income tax and investment management tax compliance engagements, including federal and state compliance, tax provisions, extensions, quarterly estimates, partnership returns, K-1 preparation and distribution, fund and entity-level reporting, and related activities. • Coordinate day-to-day U.S. compliance activities, including document and data requests, workpaper tracking, review readiness, and filing support. • Monitor service line activity and filing deadlines across workstreams, and help drive timely follow-up with the right teams. • Manage staffing assignments and task allocations across service lines based on timing, complexity, and team capacity. • Support engagement financial tracking, including budget monitoring, variance analysis, billing support, and scope renewal coordination. • Coordinate with service line teams as needed, including SALT, international tax, credits and incentives, and tax controversy. Global Tax Compliance Responsibilities • Support global governance and project management for global tax compliance engagements and help provide 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. • Track local member firm compliance with engagement protocols and filing deadlines. • Monitor whether engagement deliverables are posted and whether return status is accurately documented by local territory teams. • Identify and escalate local country issues promptly in accordance with communication protocols, and actively support issue resolution. • Work with local and regional member firms to resolve issues, share insights, and improve delivery efficiency. • Prepare or review periodic engagement status reports for client use. • Support recurring calls with clients, Global Engagement Coordinators, and local country teams to discuss compliance status, obligations, and open items. Transitions, Scope, and Fee Management • Support transition activities for new engagements and client onboarding, including status tracking, documentation, and coordination across teams. • Work with Staff and Deloitte teams to set up web-based platforms for service delivery tracking. • Maintain transition trackers and follow up on milestones to keep onboarding activity current and visible. • Draft or support drafting the Statement of Work, including scope boundaries, assumptions, deliverables, and scope and fee management. • Track scope and fee changes and escalate to engagement leadership as appropriate. Pursuits and Commercial Support • Review RFPs and assist with setup of new opportunities in Pursuit Manager for new clients. • Follow up with local member firms on pursuit inputs and response timelines. • Review fees provided by local member firms against indicative fees and raise questions on assumptions or gaps. • Prepare client-facing fee files and assumptions for Manager or Senior Manager review. Client Communication and Stakeholder Coordination • Build strong working relationships with client tax and finance stakeholders, Deloitte engagement leaders, and internal delivery teams. • Facilitate recurring calls with clients and internal teams to discuss status, open items, deadlines, and issue resolution. • Translate engagement activity into clear status updates, actions required, and next steps for both client and internal audiences. • Maintain disciplined follow-up on actions, deliverables, and unresolved items to strengthen visibility and trust. Team Support and Development • Coach and support Staff team members through day-to-day guidance, training, and timely feedback. • Contribute to a positive learning environment that encourages accountability, collaboration, and operational discipline. • Continue building technical and operational knowledge by staying current on developments in tax compliance, reporting, and engagement management practices. • Apply training and experience to real-life engagement scenarios with sound judgment and attention to detail. Qualifications / Experience • Post-graduation/master’s in business administration or a related field preferred. • 5+ years of relevant experience in engagement management, project managem