Tax Senior, Project Management - Financial Services Tax Transformation

Tax | Business Tax Svcs
Same job available in 13 locations

Boston, Massachusetts, United States

Charlotte, North Carolina, United States

Chicago, Illinois, United States

Dallas, Texas, United States

Detroit, Michigan, United States

Greensboro, North Carolina, United States

Houston, Texas, United States

New York, New York, United States

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Position Summary

We are looking for a Project Management Senior Consultant to join our Partnership Solutions Group (PSG) Tax Technology team. Our team includes experienced business and technology consultants located throughout the country dedicated to helping clients streamline the tax compliance process through technology. The ideal candidate will have a project management skillset that will provide overall direction, coordination, execution, and completion of projects. If you enjoy working with clients and colleagues to improve business effectiveness, create sustainable efficiencies, add value by matching firm capabilities with client needs, and build a cutting edge technology organization, then we invite you to apply.

The Team

PSG is part of National Federal Tax Services (NFTS), a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation—all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

Work You'll Do

The Project Management Senior Consultant (PM) will be responsible for maintaining project budgets and schedules, facilitating change requests, managing issues and risks, and providing status reports. In this role, the PM will be reporting to a manager and senior manager for most projects, and will have the opportunity to lead projects over time. The PM will have contact with business users and technology developers and will be responsible for bridging the communication between those teams. The PM will also be expected to spend time learning our proprietary application from both a business and technology perspective, as well as our services and implementation methodologies that will contribute to managing projects effectively. 

We operate in a team-based environment and have a proven track record of delivering exceptional value to our clients. The key attributes that will make someone successful in this role include:

  • Assertive, collaborative, team player
  • Superior ability to prioritize and focus in a dynamic, multi-tasking environment
  • Willingness to learn and work with emerging technology solutions
  • Understanding of tax and investment management a plus
  • Understanding of Agile methodologies and scrum processes a plus
  • Professional presentation and great communication skills


This is a hands-on position with duties including:

  • Key point of contact for our business team and our technology team, including communication via email, phone and video conferencing
  • Effectively and regularly communicate project expectations to internal consultants and clients
  • Identify and track project issues, providing regular status updates until resolved
  • Serve as an escalation point to team members, facilitating prompt and appropriate responses to identified issues and risks
  • Exercise professional judgement in managing confidential or sensitive information
  • Utilizing proven tools and techniques, execute project deliverables in a manner consistent with our clients’ business objectives
  • Documents repeatable methodologies with appropriate tools and templates that can be leveraged for future projects, therefore increasing engagement efficiencies



  • 2-4+ years direct work experience in a project management capacity and/or consulting experience
  • 2-4+ Experience in a public accounting firm, consulting firm or other professional services environment
  • Bachelor's degree in business, technology or related business field of study
  • One of the following accreditations obtained, in process, or willing/able to obtain:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • PMP
  • Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available


  • Strong organizational skills along with the ability to meet deadlines
  • Ability to multitask and manage intake with competing priorities
  • Excellent verbal, written and interpersonal communication skills
  • Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
  • Ability to adapt to change effectively
  • Possess a high degree of integrity and confidentiality, as well as the ability to adhere to both company policies and best practices
  • Experience with proprietary application implementations
  • Familiarity with Azure DevOps
  • Familiarity with partnership tax terminology (i.e. Sch K-1, pass-through income/expenses, allocations, state apportionment)



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.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see 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: 104136


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