Manager, Tax Analysis for Debt Investment

Position Summary

You’ll join Deloitte Tax LLP’s National Federal Tax Services practice as a Manager supporting the Tax Analysis & Information Reporting for Debt Investments (TARDI) team. In this role, you will help shape and deliver data-driven, web-based applications that support complex tax planning, reporting, and compliance needs for large fixed income investment portfolios. Working at the intersection of business and technology, you will translate complex stakeholder needs into clear product priorities, actionable requirements, and successful delivery outcomes. This role is well suited for a technically grounded product owner and project manager who thrives in a collaborative, fast-paced environment and enjoys leading cross-functional teams across onshore and offshore delivery models.

Work you'll do

• Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans

• Owning and managing the product backlog, including prioritization, refinement, and roadmap alignment to support delivery of the highest-value features

• Leading Agile delivery activities across sprint planning, backlog grooming, daily stand-ups, sprint reviews, and retrospectives to support consistent execution and continuous improvement

• Managing project plans, delivery milestones, risks, dependencies, and status reporting across onshore and offshore team members

• Supporting testing, defect triage, release readiness, documentation, and adoption of enterprise tools and processes while mentoring junior team members and interns

The team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of specialized service offerings developed in response to tax planning ideas, marketplace needs, and technological innovation. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities. The team combines tax knowledge, financial product understanding, and technology-enabled data management capabilities to support large portfolios of fixed income investments.

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

• Bachelor’s degree in Computer Science, Information Systems, Business, Mathematics, or a similar field

• 5+ years of experience in product ownership, project management, business analysis, or enterprise software delivery

• 5+ years of experience leading delivery of enterprise software applications from ideation through production release

• Experience writing user stories, acceptance criteria, and functional specifications for software delivery teams

• Experience working with Agile project management tools such as Azure DevOps or Jira

• Ability to travel 25%, on average, based on the work you do and the clients and industries / sectors you serve

• Limited immigration sponsorship may be available.

• 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

• Certifications:

  • Project Management Professional (PMP)

  • Chartered Financial Advisor (CFA)

  • Professional Engineer; Technology Certification

Preferred:

• Certified Scrum Product Owner (CSPO), SAFe Product Owner/Manager, or PMI-ACP certification

• Project Management Professional (PMP) certification

• Experience in a financial services, tax technology, consulting, or professional services environment

• Experience with Microsoft .NET or C# application stacks, Azure cloud services, SQL, or data reporting workflows

• Experience using Microsoft Azure DevOps for backlog management, sprint tracking, and release planning

• Experience with enterprise documentation and collaboration tools such as Confluence or SharePoint

A reasonable estimate of the current range is $142,425 to $237,375.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.