Position Summary

Deloitte’s Operations Transformation for Tax (OTT) practice helps tax leaders redesign their tax operating models through a focus on operations, technology, and talent.

Work you’ll do:

  • Collaborate with our clients to develop their vision for the future of tax, considering data, people, process, technology and governance
  • Facilitate client workshops to explore operating model needs and analyze alternative solutions
  • Organize transformation workstream activities and develop workplans to achieve our client’s desired outcomes
  • Align and coordinate resources to deliver workstream objectives and establish accountability for results
  • Establish, monitor, guide and assess ongoing projects/engagements against established Key Performance Indicators (KPIs)
  • Liaise with various workstreams and teams within the firm to drive collaboration and integration where appropriate
  • Identify areas of risk/opportunity, develop appropriate risk mitigation strategies and escalate project issues and risks to management as needed
  • Identify process improvement opportunities
  • Develop communications and presentations and ensure communication of project/program initiatives, messages and status to appropriate parties
  • Facilitate networking across various groups and global member firms, which may include:
    • Working with/managing virtual cross-border teams
    • Enabling cross-border issue resolution

We are seeking high-performing individuals to support the growth of our OTT practice and the exceptional quality of service our clients receive with the following priorities:

  • Grow our client base and competitive market share through new sales and brand/eminence activities,
  • Evolve our clients’ experience in working with us by ensuring consistent high-quality results that are delivered in an increasingly digital and truly integrated way, and
  • Transform our delivery model to apply automation and process enhancements to ensure quality and increase efficiency.

The Team:

The OTT team supports Lead Tax Partners in pursuing, transitioning, and optimizing OTT engagements, as well as facilitating OTT Labs – highly interactive workshops designed to help tax executives outline their vision, explore the Art of the Possible, and develop an operations transformation roadmap for their tax departments. The National OTT team also supports the OTT Regional and Local office leaders in developing and delivering their marketplace strategies

Required Skills:

  • Bachelor’s Degree
  • 5+ years of tax operations project management, and budgeting and analysis experience
  • Experience supporting client’s operating model transformation, (e.g., shifting from a decentralized model to a globally centralized model), including navigating transition considerations and risks
  • Experience communicating the considerations and benefits of operating model alternatives
  • Experience communicating the role process standardization and technology automation play in tax operating model transformation
  • Experience synthesizing and summarizing complex discussions, capturing key points in real-time (e.g., in OTT labs)
  • Experience with working across workstreams, prioritizing and flex based on demand
  • Experience with the Microsoft Office Suite, particularly Excel, Word and PowerPoint
  • Travel up to 25% (While up to 25% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.)
  • Limited immigration sponsorship may be available

Preferred Skills:

  • Strong analytic and reporting capability
  • CPA preferred
  • Advanced communication skills, including experience communicating effectively across diverse cultures
  • Ability to work effectively in an environment of complexity, ambiguity and continual change/evolution
  • Ability to work virtually with colleagues around the globe; comfortable working with individuals without face-to-face contact; comfortable with matrixed organization with multiple reporting lines
  • Process improvement, standardization and automation experience

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

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. Learn more about our commitment to developing our people.


As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 37196

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