Tax Manager Jobs in San Jose, CA

Join Deloitte Tax LLP's Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to optimize, redesign, build, and stand up effective stock administration functions, including operating models, governance, processes, controls, technology, data, integrations, service delivery, and readiness for major corporate events.

Recruiting for this role will end on May 31, 2027.

Work you'll do

As a Deloitte Tax Manager on the Equity & Incentives team, you will be responsible for:

• Assessing current-state stock administration functions across people, process, technology, data, governance, controls, vendor models, and participant service.
• Defining target-state operating models, including scope of services, organization design, governance, escalation paths, service levels, and stakeholder interactions.
• Designing and improving end-to-end administration processes for grants, vesting, releases, exercises, purchases, cancellations, settlements, mobility, tax withholding, payroll reporting, reconciliations, and participant support.
• Leading or supporting function stand-up, transition, and stabilization activities, including implementation planning, data conversion, knowledge transfer, cutover, post-go-live support, and readiness for major corporate events.
• Advising on equity administration platforms, vendor strategy, integrations, data flows, operational risk, controls, and scalable delivery approaches for client environments.

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

The team

At Deloitte Tax LLP, our Global Employer Services Rewards professionals help clients design and manage compensation and rewards programs for their global workforce. The practice advises on rewards strategy, compensation structures, benchmarking, and related tax and regulatory considerations to support effective business and talent outcomes. Learn more about Deloitte Tax Global Employer Services.

Qualifications

Required:

• 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, finance, accounting, human resources, information systems, or a related field
• 5+ years of experience in stock plan administration, equity compensation operations, or stock administration advisory services
• Experience in a corporate stock administration function, broker, recordkeeper, administrator, consulting organization, or professional services firm
• Experience administering equity award lifecycles, including grants, vesting, releases, exercises, purchases, cancellations, settlements, withholding, and participant transactions
• Experience designing or improving stock administration processes, controls, reconciliations, reporting, procedures, service delivery, or cross-functional issue resolution
• Ability to travel up to 20%, on average, based on the work you do and the clients and industries/sectors you serve.
• Limited immigration sponsorship may be available.
• One of the following active accreditations:
• • Licensed Certified Public Accountant (CPA) in state of practice/primary office
  • If not CPA eligible:
  • • Licensed Attorney
    • Enrolled Agent (EA)
    • Certified Executive Compensation Professional (CECP)
    • Certified Equity Professional (CEP)
    • Global Professional in Human Resources (GPHR)
    • Certified Employee Benefits Specialist (CEBS)
    • Certified Pension Consultant (CPC)
    • Certified Payroll Professional (CPP)
    • Project Management Professional (PMP)

Preferred:

• Experience designing, building, transforming, or standing up a stock administration function or major component of one
• Experience with Equity Edge Online, Morgan Stanley at Work Shareworks, Fidelity Stock Plan Services, or a comparable equity administration platform
• Certified Equity Professional (CEP) credential or comparable equity compensation expertise
• Experience supporting global equity plans, globally mobile employees, and coordination across multiple payrolls and jurisdictions
• Experience in public company environments, initial public offering readiness, executive or insider processes, financial reporting support, or corporate transactions
• Experience with operating model design, vendor selection, platform implementation, data conversion, testing, cutover, transition, or post-go-live stabilization

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 $110,700 to $226,125.