US Tax Manager (Investment Management) - Bermuda

About the role

Deloitte's US Tax team in Bermuda serves a portfolio of investment management clients and reinsurance companies, providing US tax reporting and consulting for US and non-US partnerships and corporations. As US Tax Manager you will lead a team and manage tax engagements for key clients in the financial services industry, keeping abreast of US tax regulations and emerging technologies.

Key responsibilities

• Manage a portfolio of key clients, ensuring quality and service throughout the tax engagement cycle
• Develop tax strategies and prepare and file US tax returns in compliance with US tax regulations
• Liaise with key client staff
• Train the team on tax tools, new technologies and US tax regulations
• Develop and coach the tax team, leading with integrity
• Take part in well-being, sustainability and community initiatives aligned with Deloitte's Shared Values

Required profile

• Bachelor's degree preferably in a related field, or equivalent qualification such as ACCA
• A professional designation allowing practice before the US IRS, such as a US state-licensed CPA, attorney or IRS Enrolled Agent
• Minimum of 5 years' experience providing tax services in a professional services firm, or a large law or public accounting organization
• Knowledge of US international tax compliance and the US Internal Revenue Code
• Experience in US taxation of investment products and services, including hedge funds, and/or US taxation of insurance companies
• Project management experience, including leading engagements and mentoring junior team members
• Preferred: Master's degree in accounting, taxation or a related field, and/or a JD/LLM with a taxation focus from a US-accredited institution

What we offer

• 18 to 24-month contract with relocation support for international candidates
• Hybrid working model and flexible arrangements
• Well-being subsidies, paid leave and YouTime
• Career progression, global mobility opportunities and a competitive total compensation package