Deloitte Engagement Consultation Manager in San Jose, California
Independence & Conflicts Network (ICN) - Manager, with focus on Engagement Matters
Deloitte's Independence & Conflicts Network (ICN) is looking for high-performing Managers. Our role provides the chance to work across the Deloitte businesses and with Lead Client Service Partners and engagement teams.
As a Manager in our Engagement Consultation team, you'll be on the cutting edge of regulatory compliance, focusing on auditor independence rules and their impacts on the professional services environment. In your consultative role, you'll help Deloitte engagement teams to deliver services to our clients while complying with regulations. If this sounds exciting, then our ICN Engagement Consultation team may be the right fit for you!
Work you'll do
In this role, you'll use your research and investigative skills to analyze services to and relationships with clients in light of independence requirements. This will include:
Working closely with Partners, Principals, Managing Directors (PPMDs) and Senior Managers both within ICN and within Deloitte's service lines. You'll also interact with leadership, such as Lead Client Service Partners, Professional Practice Directors, and other client service teams to understand and provide guidance on a variety of engagement-related independence matters, such as:
Services to and relationships with clients, both within and outside the U.S.
Matters arising from client mergers and acquisitions or from client IPOs
Reviewing client corporate or investment structures, investment interests and the terms of an investment to identify affiliates, as defined in the independence rules
Performing research and analysis, drafting conclusions and communications, and strategizing on next steps in coordination with senior team members.
Developing an enhanced understanding of the intricacies of AICPA, SEC and PCAOB independence rules and Deloitte US Firms Independence policies
Interpreting and implementing new and existing regulations relating to permissible non-attest services for the Deloitte US entities, and providing advice and guidance to client-facing teams
Participating in policy setting by performing research and drafting communications aimed at increasing awareness and understanding of current, new, or changing independence rules
Creating and revising training courses and materials to address rule changes and new interpretations of existing rules identified during consultations with regulators.
Working on special projects both independently and collaboratively with PPMDs and engagement teams, involving senior members for input as necessary
The Engagement Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance, when providing services to attest/audit clients and their affiliates. Independence requirements are defined by specific sets of policies, external rules, and regulations, so maintaining independence is essential to the business and reputation of Deloitte.
Risk & Brand Protection (R&BP)
ICN is part of Deloitte Risk & Brand Protection. At Deloitte, we are stewards of reputation-ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.
Bachelors' degree (preferably accounting, finance, business, compliance, or legal)
5 - 8+ years of related experience, ideally in a compliance role and within a professional services environment
Deep experience collaborating with multiple and various stakeholders, including skills and abilities that enable direct interaction with leaders
Comfortable digging into and considering nuances and complexities in sensitive or new areas, which may require learning "on the fly"
Strong communication skills and ability to work with various audiences and levels of seniority across the globe
Positive attitude, initiative, good judgment, and dedication to quality with the ability to react positively in an environment where priorities and deadlines can quickly change and you'll work on multiple initiatives at once
Outstanding attention to detail along with strong technical, organizational, and analytical skills
Strong time management and prioritization skills, including being responsive to requests from our clients
Proficient in the use of standard office-productivity tools (e.g., Microsoft Word, PowerPoint, OneNote, Teams, etc.)
Limited immigration sponsorship may be available.
An understanding of Independence requirements for professional auditing firms
Experience in regulatory compliance and/or analysis and interpretation of rules, regulations, and standards
Experience in public accounting
Knowledge of IFRS and US GAAP standards
Demonstrated team leadership competencies/experience
US CPA and/or advanced degree in related areas such as finance, accounting, business, or law
For individuals assigned and/or hired to work in Colorado or Nevada, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and the State of Nevada and 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 $86425 to $127330.
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.