Financial Systems Analyst - Internal Tax Team

Overview

Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Financial System Analyst role is part of our internal US Firms Tax (“USFT”) team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all the domestic and foreign compliance for the Deloitte US Firms’ entities.

About the Team

The Internal Technology Tax team is responsible for the design, evaluation and implementation of manual and automated financial systems relating specifically to USFT, acting as a liaison between the Information Technology Services teams, various USFT team, other Finance and Administration teams, and our advisors.  This team relays our business strategy into technical requirements and manages the execution and timeline of system changes.  The team works remotely and from business hubs in Atlanta, Houston, Dallas and Nashville/Hermitage.

Job Overview: 

Core responsibilities include assisting with technology that produces various federal and state tax data and computes allocations of partnership income, and resolving system issues to ensure accuracy. You will be part of a team that provides an integrated approach to tax technology systems implementations that help our internal tax function maximize the strategic value to Deloitte. 

Job Responsibilities:

• Assist with the operations and maintenance of USFT systems.
• Identify and recommend needed process improvements and analyze system design alternatives for new systems and improvements to existing systems; provide insight on the development of systems upgrades or redesigns.
• Assist with project management tasks, such as creating workplans, preparing status reports, monitoring adherence to deadlines, and participating in status calls. 
• Provide training and tax software support around day-to-day activities, tax law or situational changes.
• Assist in the preparation of the US Firms’ federal, state, and local income tax returns, including composite nonresident income tax returns and the reporting of certain partner-related information.
• Assist with the production and distribution of annual partner K-1 packages including allocations of income, deduction and separate stated items to US Firms partners. 
• Assist with implementation of any system changes required as a result of federal, state, or local tax related legislation.
• Make recommendations on business and process improvements related to US Firms tax matters.
• Evaluates manual and automated financial work processes, systems, and procedures for efficiency of workflow and accuracy.
• Identifies and recommends needed process improvements and analyzes system design alternatives for new financial accounting systems and improvements to existing systems.
• Provides integration testing for new enhancements, fixes, or processes.
• Reviews and monitors accounting systems to ensure accuracy with financial reports; Identifies and resolves any variances.
• Serves as a liaison between the IT and Finance; Provides developers with business requirements and tests changes.
• Researches and resolves application problems and system and data integrity issues.

Qualifications:

• Bachelor’s degree in accounting, taxation, information systems, technology, data analytics or related field required
• Demonstrated interest in an aptitude for technology
• 2 - 4+ years of prior relevant experience.
• Excellent communication skills.
• Knowledge of federal and state partnership tax compliance, tax research, and tax planning.
• Understanding of partner-level income allocations.
• Proficient in Excel.
• Proficient in SQL Microsoft Management Studio
• Proficient in Microsoft Power BI
• Proficient in Alteryx
• Knowledge of the Software Development Life Cycle
• Limited immigration sponsorship may be available
• Ability to travel up to 10%, on average, based on the work you do and