Deloitte | India Offices of the US

BTS Tax Operate - Tax Consultant II

Role Summary

The Tax Consultant II will provide day-to-day engagement management support across U.S. and global tax compliance engagements. The role is hands-on and execution-focused, supporting delivery coordination, status tracking, issue management, reporting, and platform administration to help drive a consistent and organized engagement experience.

Tax Consultant II will have ownership of workstreams, coordination, and issue resolution.

Engagement Management and Delivery Support

• Support day-to-day governance and project management across tax compliance engagements.
• Assist in planning, scheduling, and executing action items to support timely delivery.
• Monitor engagement activity against established protocols and filing deadlines; flag delays or risks promptly.
• Prepare periodic status reports, trackers, and presentation materials for internal and client use.
• Document issues, actions taken, and resolutions accurately and consistently.
• Support administration of web-based platforms used for engagement tracking, including access setup, contact updates, and routine maintenance.
• Ensure deliverables are posted and return status is updated accurately.
• Build strong working relationships with service line teams and client engagement team members.

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, partnership returns, K-1 preparation and distribution, and fund and entity-level reporting.
• Track service line activity, workplan status, and deliverables across U.S. engagements.
• Assist with engagement reporting, financial tracking, and ad hoc analysis using Excel and PowerPoint.

Global Tax Compliance Responsibilities

• Support global governance and project management across global tax compliance engagements through Deloitte platforms such as Intela.
• Monitor local member firm activity against engagement protocols and tax filing deadlines.
• Help coordinate regular status calls with EMO, regional, and local country teams to discuss progress and resolve issues.
• Track posting of engagement deliverables, return status, and local team updates across jurisdictions.
• Support central billing, scope tracking, and related engagement coordination activities where applicable.

Transitions and Pursuit Support

• Assist with onboarding and transition activities for new engagements, including platform setup, transition tracking, and follow-up on open items.
• Maintain transition trackers and support timely completion of onboarding tasks.
• Assist with setup of new opportunities in Pursuit Manager and follow up on member firm inputs.
• Provide first-level support in reviewing fee inputs against indicative assumptions.

Qualifications / Experience

• Bachelor’s degree in accounting, finance, business, or a related field.
• 1–3 years of relevant experience; internship or prior exposure to tax, finance, or professional services is a plus.
• Strong verbal and written communication skills in English.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks simultaneously.
• Critical thinking and problem-solving skills, with the ability to adapt quickly to changing priorities.
• Ability to work effectively in a virtual environment.
• Proficiency in Excel, Word, and PowerPoint; familiarity with Power BI, Tableau, or Alteryx is a plus.
• Familiarity with AI-enabled productivity and workflow tools is an advantage.