US Tax Manager (Investment Management/Insurance) - Bermuda

Tax | Tax Services | U.S. Tax
Bermuda
At Deloitte, we believe in the power of curiosity, a sense of purpose, and a growth mindset. We are committed to providing a supportive culture rooted in our shared values and driven by our purpose to make an impact that matters. Join us and be part of a vibrant, forward-thinking community that values inclusion, collaboration, and continuous learning while enjoying an island lifestyle!

Why Bermuda?
Bermuda has distinguished itself as a leading financial services market, known for international business, the insurance sector, and a significant number of asset management companies. It’s home to beautiful beaches, a variety of water sports, and warm temperatures year-round. Bermuda is a great option for those wanting a short commute and laid-back island lifestyle. You can travel with ease given Bermuda’s proximity to the US, Canada, and direct flights to the UK. You will also benefit from living in a low-tax jurisdiction. We offer relocation packages for international candidates.

We offer successful candidates an 18 to 24-month contract and provide relocation support for international candidates. 

Learn more about what working at Deloitte Bermuda can mean for you and check us out on social media. 

What will your typical day look like?
As a Tax Manager, you will manage a portfolio of key clients, primarily in the Financial Services industry, ensuring exceptional quality and service throughout the tax engagement cycle. You stay up-to-date with US tax regulations, embrace emerging technologies, and adapt to innovative ways of working. 

You can expect to:

  • Lead teams and tax engagements, including developing tax strategies, managing the preparing and filing of US tax returns ensuring compliance with US tax regulations, and liaising with key client staff. 
  • Train teams on tax tools, new technologies, and US tax regulations.
  • Develop and coach your tax team, taking pride in your work and leading the team with integrity. 
  • Engage in well-being and sustainability initiatives, a variety social and community events, and other initiatives aligned with Deloitte's Shared Values.

About the team 
Our Tax services make an impact that matters by helping clients navigate complex rules, make informed decisions, and fulfill their compliance obligations around the world, enabling tax and legal systems to work for the collective benefit of economies and society. Our US Tax team serves a portfolio of investment management clients and reinsurance companies providing US tax reporting and consulting services for both US and non-US partnerships and corporations. 

You are someone with:
  • A bachelor’s degree preferably in a related field; or equivalent qualification (i.e., ACCA)
  • A relevant professional designation that allows for practice before the US IRS (e.g., US state-licensed CPA or attorney or IRS Enrolled Agent).
  • A minimum of 5 years’ experience providing tax services within a professional services firm or large-scale law or public accounting organization.
  • Knowledge of US international tax compliance and 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 skills; including experience leading engagements, or components of engagements, including mentoring, coaching, and reviewing work of junior team members.
Preferred: 
  • For corporate tax: knowledge of OECD Pillar Two global minimum tax rules and experience with ASC 740.
  • Master’s degree in accounting, taxation, or a related field, and/or JD/LLM (taxation focus) from a US accredited institution

Why Deloitte?
 
Innovative Culture: Leverage cutting-edge technologies to deliver innovative solutions to industry leading clients to help them navigate complex challenges. 
Career Growth: Experience transparent performance management, career growth opportunities, and collaborate with others across teams and borders. 
Sustainability Focus: Get involved in driving sustainability within our communities through various initiatives within Deloitte WorldClass and WorldClimate. 
Inclusivity: Everyone at Deloitte has equal opportunity to grow and succeed in their chosen career paths while contributing to a dynamic team envirnoment. 
Comprehensive Benefits: Benefit from a comprehensive total compensation and rewards package that includes a focus on learning, skills development and well-being.  

We know we’re at our best when we look out for one another; prioritize respect, fairness, development, and well-being; foster an inclusive culture and embrace diversity in all forms. All qualified applicants will receive consideration for employment; and if you need assistance or an accommodation during the application process for accessibility reasons this is available upon request. The preferred candidate will be subject to background screening by Deloitte.
Job ID
221523