BTS Tax Operate - Tax Senior Manager (USI)

Job description

**BTS Tax Operate - Tax Senior Manager (USI)** Role summary The Senior Manager will serve as a senior engagement management lead across a portfolio of complex U.S. domestic and global tax compliance engagements, with accountability for day-to-day client engagement delivery, governance, and execution. This role is accountable for delivery governance, engagement economics, executive communication, transitions, issue resolution, and team leadership across a portfolio of tax compliance and reporting engagements. The Senior Manager will help ensure a consistent, scalable, and high-quality client and internal experience by aligning delivery discipline, stakeholder management, operational visibility, and coordination across the engagement lifecycle. Strategic Engagement Leadership - Serve as the senior engagement management lead across a portfolio of complex U.S. corporate and investment management tax engagements, providing strategic oversight, leadership presence, and accountability for delivery quality and client outcomes. - Lead large-scale engagement governance and project management, ensuring strategic alignment, risk management, and clear visibility to senior leadership and clients. - Provide direction across workstreams, teams, and leadership groups to drive transparency, delivery discipline, and accountability. - Support coordination across U.S. and global engagement teams to ensure consistent execution and alignment to client service expectations Delivery Governance and Operational Excellence - Oversee engagement plans, service delivery milestones, compliance calendars, and governance routines to ensure work is executed in line with client expectations and internal quality standards. - Drive visibility into engagement status through dashboards, reporting packs, and web-based tracking tools. - Monitor execution against client service plans and ensure timely follow-through on obligations, milestones, and deliverables. - Lead issue resolution and risk management across the engagement portfolio, escalating material risks and coordinating with internal teams, service lines, and regional or member-firm counterparts as needed. - Promote continuous improvement, standardized ways of working, and operational excellence across the broader playbook. Client Relationship Management and Executive Communication - Develop trusted relationships with senior client stakeholders, engagement leaders, and PPMDs/LTPs, serving as a strategic advisor on engagement operations and delivery priorities. - Lead executive communications, including governance calls, high-stakes presentations, monthly status reviews, and leadership updates tailored to audience and business need. - Manage strategic messaging to ensure the right information reaches the right audience at the right time. - Lead conference calls with clients to discuss compliance and obligation status and strengthen working relationships with key stakeholders. - Support market visibility and eminence-building through internal and external relationship-building opportunities Engagement Economics and Resource Strategy - Oversee engagement economics, including staffing strategy, budget-to-actual performance, fee forecasting, and realization across the portfolio. - Maintain resource visibility and staffing rosters across large or multi-workstream engagements, aligning talent to evolving client needs. - Organize staffing and monitor budgets, communicating issues and performance trends to project leaders in a timely manner. - Translate financial and operational data into actionable insights for engagement leadership. - Coordinate with local and regional member-firm teams to align staffing, fee assumptions, and delivery expectations across global engagements Transitions, Scope Changes, and Pursuits - Lead transition planning for new engagements and major scope changes, including onboarding, scope confirmation, stakeholder alignment, and resource strategy. - Lead the transition process end to end, including setup of delivery tracking tools, status reporting, and readiness oversight. - Work with local and regional Deloitte teams to track transition status and manage scope discussions. - Support development of engagement documentation, including assumptions, deliverables, and change control triggers. - Review proposals, support opportunity setup, finalize fees and assumptions, and help shape commercially viable delivery approaches. - Talent Leadership and Team Development - Build, lead, and develop high-performing teams, fostering inclusion, accountability, trust, and strong team culture. - Coach and mentor team members, helping them grow professionally while reinforcing high standards of delivery and collaboration. - Drive organizational development initiatives that strengthen capability, scalability, and consistency across teams. - Create a positive learning culture that supports professional growth, performance, and well-being. - Support an environment of transparency, respect, and continuous development across the team Qualifications / Experience - Post-graduation/master’s in business administration preferred. - 12+ years of relevant experience in engagement management, project management office leadership, tax operations, or related service delivery roles. - Experience supporting U.S. corporate income tax compliance, investment management tax compliance, and/or global tax compliance and reporting environments. - Demonstrated experience leading large, complex engagements involving portfolio oversight, stakeholder management, staffing strategy, budgeting, and risk management. - Strong executive communication and presentation skills, with the ability to influence senior stakeholders. - Strong technology and reporting skills, including Excel, PowerPoint, and data/reporting tools such as Power BI, Tableau, or Alteryx. - Ability to manage multiple priorities, adapt quickly to change, and lead teams through complexity. - Familiarity with AI-enabled pro