Overview As a Tax Manager in Deloitte's Global Employer Services Equity & Incentives team, you will design and stand up stock administration functions for clients, aligning governance, processes, data, and technology with major corporate events. You'll shape target operating models, lead end-to-end administration workstreams, and advise on platforms and vendor strategies to scale delivery. The role sits at the intersection of tax, equity, and operational excellence, offering meaningful impact for global clients. You will collaborate with cross-functional teams to ensure accurate, compliant, and efficient equity programs.
Responsibilities- Assess current-state stock administration across people, process, technology, data, governance, controls, vendor models, and participant service
- Define target-state operating models including scope, organization design, governance, escalation paths, SLAs, and stakeholder interactions
- Design and improve end-to-end admin processes for grants, vesting, releases, exercises, purchases, cancellations, settlements, mobility, tax withholding, payroll reporting, reconciliations, and participant support
- Lead or support stand-up, transition, stabilization activities: planning, data conversion, knowledge transfer, cutover, post-go-live support, readiness for major corporate events
- Advise on equity administration platforms, vendor strategy, data flows, risk controls, and scalable delivery for client environments
Key requirements- 5+ years in stock plan administration, equity compensation operations, or advisory services
- Experience in corporate stock administration, broker, recordkeeper, administrator, consulting, or professional services
- Experience administering equity award lifecycles including grants, vesting, releases, exercises, purchases, cancellations, settlements, withholding, and participant transactions
- Experience designing or improving stock admin processes, controls, reconciliations, reporting, procedures, service delivery, or cross-functional issue resolution
- Bachelor's degree in business, finance, accounting, human resources, information systems, or related field
- Ability to travel up to 20%
- Hybrid work model requiring 2-3 days in-person per week
- Professional accreditation options including CPA, CEP, CEP, GPHR, CEBS, CEP, CPP, PMP (one of listed)
- Limited immigration sponsorship may be available
- Ability to work independently and in teams
- Effective written and verbal communication
- Attention to detail and quality of work
- Experience with stock administration platforms (e.g., Equity Edge Online, Shareworks, Fidelity Stock Plan Services)
- Designing or improving stock admin processes, data flows, reconciliations, reporting, and controls
- Vendor management and platform implementation
