Manager, Washington National Tax - Financial Instruments Group

Job title: Manager, Washington National Tax - Financial Instruments Group

About the Role As a Manager in Deloitte Tax’s Washington National Tax (WNT) Financial Instruments Group, you will join a team of specialists to analyze federal income tax issues for a diverse client base (multinational corporations, major financial institutions, investment funds, and asset managers) and advise on complex tax matters involving debt, derivatives, and digital assets. You will work with specialists to evaluate issues across transactions such as debt workouts, mergers and acquisitions, and investment management.

What You'll Do

• Analyze federal income tax issues for a wide variety of clients (multinational corporations, major financial institutions, investment funds, and asset managers) in settings such as debt workouts, mergers and acquisitions, and investment management.
• Advise clients on complex tax issues involving debt, derivatives, and digital assets.
• On any given day, assess whether an instrument issued by a multinational corporation is debt or equity and, if debt, determine tax accounting for interest accruals and applicability of interest expense limitations.
• Evaluate whether a derivative entered into by a hedge fund is properly classified as a notional principal contract and whether the straddle rules may impact the treatment of such activity.
• Assist with determining the tax consequences of a loan of digital assets.
• Collaborate with Deloitte Tax’s WNT professionals and local office teams to evaluate complicated issues and help manage risk in today’s sophisticated business environment.

What We're Looking For

• Hybrid work model ability to co-locate in person 2–3 days per week.
• Bachelor’s degree in accounting, finance, or related field.
• 3+ years' experience in taxation in a law firm or 5+ years’ experience in taxation at a law firm, public accounting firm or similar practice environment.
• Limited immigration sponsorship may be available.
• Ability to travel up to 10%.
• Active accreditations: Licensed CPA in state of practice/primary office if eligible to sit for the CPA exam; Licensed attorney; Enrolled agent; Certifications such as CFA or CFP.
• Strong analytical abilities and excellent oral and written communication skills.

Nice to Have

• An advanced degree such as MS in Taxation, JD and/or LLM.

Compensation & Benefits

• Salary range: $156,975 to $261,625 per year (USD).
• Discretionary annual incentive program, subject to rules.
• Deloitte is committed to providing reasonable accommodations for people with disabilities; if you require an accommodation to participate in recruiting, contact the Global Call Center.