• Support client finance and acquisition front office functions
• Support in the development of solutions, recommendations, and recommended outcomes across multiple complex tasks and organizations
• Gather input/data from stakeholders and build decks/presentation
• Perform other duties as assigned

As a Manager, you will identify eligible federal C&I generating activities and manage and facilitate the analysis and documentation of such opportunities. This is often unfamiliar territory for businesses that may not have the personnel or resources needed to keep up with the evolving legislation in these areas or complete the paperwork required to file a claim. You will work with an experienced and passionate team in a growing area, proactively collaborating with colleagues across all member firms – Tax, Advisory, Consulting, and Audit and Assurance.

The ideal candidate is invested in the team’s success and effectively manages workstreams while working with leadership to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate will monitor current and proposed tax legislation and regulation related to federal credits & incentives, as well as implement client outreach strategies.

Responsibilities will include:

• Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings
• Deliver value to clients by identifying opportunities and advise clients on potential benefit and eligibility requirements
• Maintain and develop strong internal and client relationships
• Leveraging your extensive technical skills developed through your growing reputation in a given industry/service offering to solve complex issues
• Demonstrating sound judgement and instincts with respect to evaluating complex scenarios involving various credits and incentives opportunities
• Developing, mentoring, and motivating Consultants and Senior Consultants, providing counseling and career guidance
• Identify potential issues and propose solutions to leadership, as well as implement process improvement strategies
• Ensure accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses
• Monitor legislative and regulatory tax developments and work with the team to present potential opportunities to assist clients

The Team:National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of several tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation – all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

The Global Investment & Innovation Incentives (Gi3) tax team is a national team of specialists dedicated to providing comprehensive tax credit and incentive services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credits. These benefits are offered for activities conducted in the United States, as well as research performed in over 30 other countries that offer research incentives.

Qualifications

Required:

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week.
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
• Bachelor’s degree in accounting, finance, engineering, technology, or related field
• 5+ years’ experience in related field
• Proven knowledge of R&D tax incentives experience and/or experience with New Markets Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits
• Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities
• 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
    • PE (Professional Engineer)

Preferred:

• Advanced degree such as MST, LLM, or JD
• Experience with tax technical research (e.g., CCH, Hein, Lexis, RIA, etc.)
• Experience with Federal or State and Local C&I
• Experience with sustainability technologies or environmental sciences
• Big 4 experience or large CPA or law firm experience
• Demonstrated analytical and research skills, as well as effective verbal and written communication skills
• Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
• Demonstrated ability to collaborate and proactively develop internal and external working relationships

Confidentiality & Privacy Project Manager

Confidentiality & Privacy is seeking an experienced Manager to contribute to strategic priorities and mitigation of confidentiality and privacy risks across the Deloitte US Firms. This role will primarily serve as a Project Manager in the implementation of various Artificial Intelligence (AI) governance initiatives and may also participate in key strategic priorities.  The successful candidate will be expected to be an experienced Project Manager with a history of success, and individual who is interested in AI. He or she will be expected to participate and manage confidentiality and privacy initiatives designed to safeguard confidential information and protect Deloitte’s brand and reputation. 

Recruiting for this role ends on December 30th, 2024.

Work you’ll do

• Lead the AI project governance initiative including, kick-off meetings, requirement gathering workshops, design workshops, cross-functional team meetings, and transition meetings.
• Develop, maintain, and coordinate project schedules and deliverables.
• Interface directly with stakeholders to gather functional, operational and technical requirements, and translate requirements into project designs and use cases. 
• Coordinate with leadership and key stakeholders to prioritize and complete phased implementations.
• Develop project documentation including clear project scope, regulatory requirements, resource estimates, costs, deliverable dates, training materials and supporting procedures. 
• Communicate with key stakeholders to confirm all are appropriately informed of project scope, milestones, main points of contact, document repositories, and deadlines. 
• Create and maintain timelines and milestone tracking and open action/issues lists.
• Drive assigned project phases to closure and use good judgment in determining when to escalate issues to leadership. 
• Conduct ongoing project reporting to stakeholders and leadership. 
• Compile and distribute project documentation (e.g., reports, meeting minutes, emails, etc.) in a timely manner.  
• Utilize strategic thinking to support the successful progression and completion of project milestones. 
• Develop in-depth understanding of the US Firms’ businesses and enabling areas to provide quick response and guidance based on potential risks to Deloitte. 

The successful candidate will possess:

• Strong project management skills exhibiting an ability to prioritize and multi-task across various initiatives, businesses and activities. 
• Demonstrated track record in successful project management, sound judgment, and strong attention to detail. 
• Excellent organizational, communications (oral and written), problem solving, and interpersonal skills.
• Strong client service orientation – our stakeholders expect and deserve high quality work products and effective resolution of identified issues. 
• Executive presence, strong facilitation skills.
• Remain calm while influencing others in high pressure situations, including identifying creative solutions to complicated problems. 
• Highly collaborative work ethic with demonstrated agility and strong teaming skills.
• Quick and eager learner to apply new skills and technologies in a results-oriented manner. 
• Demonstrated track record of success in project management. 
• Experience and proficiency in MS Office products to include Word, PowerPoint, Excel, and Teams. 

The team
Managing risk across the Deloitte US firms is of utmost importance. As a Confidentiality & Privacy project manager, you will help to proactively identify, mitigate, manage, and monitor risks.  You will also have opportunities to contribute to strategic initiatives of the Deloitte US firms and interact with risk and business leaders. This interesting and diverse role provides an exciting opportunity for professional growth.

Qualifications:
Required:

• BA/BS in Business Administration, Management, Operations or related field or significant project management experience required.
• 5+ years of related experience, including a minimum of 4 years in project management or project delivery. Prior experience in privacy or legal strongly preferred
• Experience with privacy platform software preferred.
• Knowledge of AI legislation in the US and abroad and the capability to apply regulatory requirements within an operational context.
• Limited immigration sponsorship may be available
• Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve

Licenses and Certifications 

• Certified International Privacy Professional (CIPP), Certified Information Privacy Manager (CIPM), Certified Information Privacy Technologist (CIPT), Certified Information Security Systems Professional (CISSP), or Certified Information Systems Auditor (CISA) certification preferred.