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Deloitte Tax Transformation Manager in Portland, Oregon


The Tax Transformation Office serves Deloitte Tax, focused on transforming client service delivery inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality service to our clients. Tax Transformation drives improvements across the full range of Tax market offerings. This is an opportunity to be part of an innovative team within Deloitte Tax that delivers value aligned with the Deloitte brand.


The role requires working knowledge of professional services and the end-to-end tax compliance engagement life cycle. As a Manager on the Service Delivery Transformation team, you will collaborate with Tax subject matter specialists, technologists, and key stakeholders. Projects span across multiple Business Threads, including tax compliance and advisory service delivery for Corporate, Investment Management, Operating Flow-Through, Individuals, Estates & Trusts, and Indirect Tax services, as well as cross-thread activities such as Initiate, Manage and Close engagements. Responsibilities include:

  • Ability to apply agile and design thinking techniques to process analysis and design

  • Engage with Tax professionals to understand client service pain points, assess opportunities, and deliver process improvement

  • Decomposing business requirements

  • Collaboration throughout the technology delivery lifecycle

  • User testing

  • Business readiness assessments

  • Learning delivery and materials preparation

  • Driving adoption through change management and communication

  • Analyzing feedback and developing related action plans

  • Decommissioning legacy systems

  • Project management

The team

Deloitte Tax LLP's Tax Transformation Office is responsible for collaborating with business and technology stakeholders to define delivery standards and the standard processes to support the delivery of Tax services, as well as the related development and deployment of technology to enable service delivery. Members of Tax Transformation elevate Deloitte Tax Professionals, in order that they may provide higher value services to Deloitte clients, through identifying opportunities to streamline delivery, increase resource fungibility, improve ROI on technology investments, increase agility, and elevate the digital client experience. The Tax Transformation Office focuses on enhancing Deloitte Tax LLP's ability to deliver value-added and efficient Tax services to our clients. Tax Transformation consists of professionals with varying backgrounds ranging from Tax Professionals, Human Capital and Technology Consultants, and other IT professionals including Quality Assurance and Technology Support. The team consults and executes on a wide range of projects with a strong focus on process design and deployment and adoption, including stakeholder analysis, communications, learning and change management.



  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week

  • Bachelor's degree in business, accounting, or information technology related field

  • 5+ years of client service experience in one or more of the following tax compliance related areas: Corporate, Investment Management, Operating Flow-Throughs, Individuals, Estates & Trusts, or Indirect

  • Ability to travel up to 25%, on average, based on project work and phase of the delivery cycle

  • One of the following active accreditations obtained:

  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA

  • If not CPA eligible:

  • Licensed Attorney

  • Enrolled Agent

  • Technology Certifications:

  • Certified SAFe® Lean Portfolio Manager

  • Certified SAFe® Architect

  • Certified SAFe® Agile Software Engineer

  • Certified SAFe® Product Owner/Product Manager

  • Certified SAFe® Agilist

  • Certified SAFe® Advanced Scrum Master

  • Certified SAFe® Scrum Master

  • Certified SAFe® DevOps Practitioner

  • Certified SAFe® Practitioner

  • Microsoft Certified Solutions Developer (MCSD)

  • Microsoft Certified Solutions Expert (MCSE)

  • Professional Scrum Product Owner™ (PSCPO)

  • Project Management Professional (PMP)

  • Program Management Professional (PgMP)

  • Certified Scrum Product Owner (CSPO)

  • Professional Scrum Developer™ (PSD)

  • Certified Scrum Developer (CSD)

  • QAI Global Institute Certification

  • Open Group Certified Architect (Open CA)

  • Open Group Certified IT Specialist (Open CITS)

  • IASA's Certified IT Architect (CITA) (Level F or A)

  • AWS Certified Solutions Architect

  • Microsoft Azure

  • Microsoft MCSD Certification

  • MCSD: Web Applications

  • MCSD: SharePoint

  • MCSD: Application Lifecycle Management Solutions Developer

  • Certified Secure Software Lifecycle Professional (CSSLP) - (ISC)2

  • Oracle Certified Professional

  • Java: Java EE Enterprise Architect 5+, Java SE 5+ Programmer, Java EE 5+ Web Component Developer

  • ISTQB (International Software Testing Qualifications Board)

  • UX or UX Master Certification

  • Alteryx Designer- Advanced Certification

  • Certified Information Systems Security Professional (CISSP)

  • Certified Secure Software Lifecycle Professional (CSSLP)

  • ASQ- American Society for Quality - Software Quality Engineer

  • SEI - Software Engineering Institute Certification

  • Lifecycle Management and Advanced Functional Testing Certifications (HP)

  • Six Sigma (Green or Black Belt)

  • ITIL Certification

  • Other: Vendor certification for management of implementations (Oracle, SAP, Thomson Reuters, etc.) or relevant industry certification such as Microsoft Certified Solutions Developer (MCSD), AWS (Amazon Web Services or GCP (Google Cloud Platform)


  • 5+ years digital transformation experience

  • Agile delivery and design thinking experience

  • Business process analysis and design experience

  • End-to-end technology project delivery

  • Training delivery and post-production client facing support experience

  • Strong focus on deployment, adoption and driving change

  • Assist in the development of a tax technology strategy supporting tax compliance and provision platforms to maximize efficiencies and streamline processes

  • Experience in defining delivery standards

  • Agile or PMP certification

  • Strong PowerPoint skills

  • Working knowledge of data management and metrics

  • Project management

  • Strong communication skills and a champion of process and technology improvements

  • Demonstrated ability to manage multiple priorities simultaneously while delivering outstanding quality and meeting established deadlines

  • Strong Excel skills

  • Process-driven thinking

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $235,170 to $103,320.

Recruiting for this position will end on 6/1/2024.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance

Information for applicants with a need for accommodation:


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.