Senior – Tax Operate (USI) – EMO team
Support on Delivery and Compliance
1. Provide governance and project management on large Investment Management Tax Compliance engagements and ensure transparency to the Client’s tax compliance and reporting process through a web-based portal. Generally, these engagements involve services provided by multiple Deloitte Tax service lines
2. Plan and execute against specific client service plans developed for service delivery on each engagement
3. Monitor service line compliance processes with established engagement protocols and tax filing deadlines
4. Monitor and ensure engagement deliverables are posted and that tax return status is accurately documented by their respective service line in the web-based platform
5. Thoroughly and accurately document issue, actions taken and issue resolution
a) Identify and escalate service line issues promptly and in accordance with engagement communication protocols. Actively participate in issue resolution.
b) Work with the respective service lines in Identifying and resolving issues and sharing insights to improve our efficiency will be a key component.
6. Manage staffing assignments across service lines, generate and track variance reports, and allocate tax return tasks to teams based on the type of return, team availability, and task complexity to ensure timely fulfillment of commitments within the agreed turnaround times.
7. Partner with other team members to help identify new opportunities to leverage to your engagements across multiple service lines
8. Develop strong working relationships with business units/service lines within Deloitte Tax and conduct regular conference calls with service lines/business unit POC’s to discuss engagement status and to facilitate issue resolution.
9. Prepare and review engagement status reports which are delivered to client on a monthly basis
10. Develop strong working relationship with Clients and lead the conference calls with the client to discuss compliance and obligation status
11. Manage the contracting requirements, engagement financials & scope renewal process
12. You will continuously build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations.
13. Create reporting dashboards working on digital business tools – Excel/Macro, Alteryx, PowerBI, Tableau, etc
14. Develop staff by means of training and mentoring.
Support on Transition
• Run the entire Transition process and prepare necessary documentation
• Work with the staff to set up the web-based platform for service delivery tracking
• Following up with Deloitte teams to tracking the transition status and maintain the transition tracker (keeping it up to date)
• Drafting the Statement of work
• Tracking scope/fee changes
Qualification:
1. Post-graduation/master’s in business administration
2. Related work experience/project management office experience for min 4 years
3. Excellent verbal & written communication skills (English)
4. Ability to multi-task and manage multiple client projects simultaneously
5. Strong organizational skills
6. Critical thinking and problem-solving skills
7. Ability to quickly adapt to changes
8. Self-motivated
9. Ability to apply training to real-life scenarios
10. Desire for challenging role with heavy interaction with Partners, Directors and Senior Managers
11. Excellent technology skills-Power BI, SharePoint, Tableau and Alteryx, Excel, Word and PowerPoint are required.
12. Any project management credentials would be an added advantage (eg.: PMP, Prince2).