Operations Consultant Manager jobs at Pwc

**Specialty/Competency:** Operations Strategy **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in Corporate Technology Strategy consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As part of the Corporate Technology Strategy team at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Corporate Technology Strategy team, you will support delivery of digital and technology transformation engagements. You will utilize your deep technology skills to support delivery of digital transformation engagements across the entire lifecycle. As a Director in PwC's Strategy Platform, you'll serve as a senior leader within our Provider Business Operations team, driving large-scale, tech-enabled transformation programs for healthcare providers. You will focus on creating meaningful impact for national and regional health systems by advising them on how to leverage technology and operational excellence to achieve strategic goals, including growth and scale, post-merger integration, cost reduction, and the industrialization of differentiated offerings and services. You will bring deep functional and technical expertise across our priority areas of finance, supply chain, HR, workforce management, shared services, and related administrative and operational domains. Responsibilities + Advise clients on their most complex technology strategy problems using the latest frameworks, methodologies, and technologies + Build technology solutions using AI and other platforms to enable outstanding client outcomes + Lead large-scale healthcare transformation programs across finance, HR, supply chain, and operations and drive strategic alignment, governance, and high-quality delivery + Advise healthcare executives by translating strategies into actionable plans that drive operational, financial, and workforce improvements, engaging diverse stakeholders + Manage workstreams in program management, technology transformation, change management, and user adoption, while developing multidisciplinary teams and sector specialization + Drive business development through opportunity identification, proposal shaping, and fostering client relationships to enhance PwC's market position + Enhance delivery and practice by creating innovative tools, AI accelerators, and automated solutions that improve efficiency and client outcomes + Codify industry standard practices and lessons learned to support pursuit success, delivery readiness, and continuous improvement of offerings ** ** **What You Must Have** + Bachelor's degree + At least 10 years of consulting and/or healthcare provider industry experience, including 5 years leading significant components of large, complex business- and technology-enabled transformation programs, as well as using technology to solve complex technology strategy problems. + Thought leader-level experience across administrative and operational functions within healthcare provider organizations (e.g., finance, supply chain, HR, workforce management, shared services) + Thought leader-level experience with enabling platforms (Oracle, Workday, UKG) + Understanding and experience executing the software development lifecycle in large enterprise **What Sets You Apart ** + Master's degree preferred **Core Technology Strategy Skills** + Understanding of foundational IT domains (infrastructure, cloud, applications, data, cybersecurity) + Experience with IT cost analysis, operating model design, sourcing strategies, or portfolio analysis + Knowledge of enterprise architecture concepts and common architecture frameworks + Experience assessing IT capabilities and identifying gaps to better align technology with business needs + Ability to support performance management through KPIs/OKRs, dashboards, and governance processes + Experience supporting IT governance, process design, and role clarity within modern operating models **Digital & AI Strategy Skills** + Experience using GenAI / Agentic tools for analysis, research, or workflow automation + Exposure to AI strategy, governance, responsible AI, or AI adoption frameworks + Experience contributing to digital transformation roadmaps by integrating customer needs, data insights, and technology enablers + Ability to support workforce strategy initiatives including skill assessments and capability-building plans + Experience supporting technology-enabled change management, including stakeholder engagement and adoption planning **Provide** **r** **Business Operations** **Skill** **s** + Demonstrating experience owning substantive components of pursuit strategy, proposal development, win themes, or solution design + Possessing experience with operational improvement, functional redesign, and performance transformation at scale + Having familiarity with automation, analytics, or AI-enabled approaches that accelerate delivery and enhance outcomes + Exhibiting proven commercial instincts with hands-on experience shaping and supporting pursuits, proposals, and competitive positioning + Being skilled at operating in dynamic, ambiguous provider environments while simplifying complexity, making sound judgments, and driving decisive action + Ability to lead cross-functional teams and advise executives in large health systems or integrated delivery networks Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid

Operations Specialist (Grants Management) About the Role ICF is seeking a detail-oriented Operations Specialist to support projects focused on grants financial management for justice organizations, including criminal justice, juvenile justice, and victim services. In this role, you will help deliver training and technical assistance (TTA) on behalf of the Office of Justice Programs (OJP), ensuring smooth operations and exceptional client service. The Operations Specialist will provide support for training and technical assistance (TTA) activities, including responding to field requests for TTA, maintaining a clearinghouse of current and relevant organizational financial management and grants management materials, supporting webinars as needed, conducting grantee outreach, providing project infrastructure and administrative support, and providing logistics support for TTA and meetings. Location: Remote Key Responsibilities Respond to grantee requests for TTA via phone and email. Support virtual TTA sessions and webinars, including logistics and coordination. Draft outreach materials such as correspondence and e-blasts. Maintain and update project Standard Operating Procedures (SOPs) and templates. Manage project dashboards and SharePoint portals. Monitor deliverables and ensure compliance with SOPs for quality control. Provide logistics support for meetings and TTA activities. Collect and compile data for project reports. Prepare consultant agreements and process expense vouchers. Perform additional administrative and operational tasks as needed. Minimum qualifications Bachelor's degree from an accredited institution. Minimum 3 years in coordinating complex projects. US citizenship required by federal government contract. This position requires a Public Trust security clearance. Applicants will be subject to a government security investigation to obtain clearance prior to the start date. Preferred Skills Knowledge of training and technical assistance provision. Strong organizational skills with the ability to manage timelines and collaborate across teams. Ability to work under pressure and handle multiple tasks accurately. Excellent writing and proofreading skills with attention to detail. Proficiency in MS Office Suite (Word, PowerPoint, Outlook, Excel). Familiarity with victim services and victims' rights. Experience with virtual learning platforms and webinar tools. Knowledge of meeting and conference logistics. Familiarity with email marketing platforms (e.g., GOV Delivery). Ability to thrive in a fast-paced environment managing multiple projects. Experience with tools such as Smartsheet, Salesforce, Microsoft Teams, Webex, and Zoom. Additional Attributes Strong verbal and written communication skills. Professional demeanor and interpersonal effectiveness. Ability to work independently and as part of a team. Exceptional attention to detail and organizational skills. Comfortable engaging with internal staff, clients, grantees, and vendors. #Indeed #LI-CC1 Working at ICF ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. Candidate AI Usage Policy At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $37,831.00 - $64,313.00Nationwide Remote Office (US99)

**Operations Specialist (Grants Management)** **About the Role** ICF is seeking a detail-oriented **Operations Specialist** to support projects focused on **grants financial management** for justice organizations, including criminal justice, juvenile justice, and victim services. In this role, you will help deliver **training and technical assistance (TTA)** on behalf of the **Office of Justice Programs (OJP)** , ensuring smooth operations and exceptional client service. The **Operations Specialist** will provide support for training and technical assistance (TTA) activities, including responding to field requests for TTA, maintaining a clearinghouse of current and relevant organizational financial management and grants management materials, supporting webinars as needed, conducting grantee outreach, providing project infrastructure and administrative support, and providing logistics support for TTA and meetings. **L** **ocation:** Remote **Key Responsibilities** + Respond to grantee requests for TTA via phone and email. + Support virtual TTA sessions and webinars, including logistics and coordination. + Draft outreach materials such as correspondence and e-blasts. + Maintain and update project **Standard Operating Procedures (SOPs)** and templates. + Manage project dashboards and SharePoint portals. + Monitor deliverables and ensure compliance with SOPs for quality control. + Provide logistics support for meetings and TTA activities. + Collect and compile data for project reports. + Prepare consultant agreements and process expense vouchers. + Perform additional administrative and operational tasks as needed. **Minimum qualifications** + Bachelor's degree from an accredited institution. + Minimum 3 years in coordinating complex projects. + **US citizenship required by federal government contract.** + **_This position requires a Public Trust security clearance. Applicants will be subject to a government security investigation to obtain clearance prior to the start date._** **Preferred Skills** + Knowledge of training and technical assistance provision. + Strong organizational skills with the ability to manage timelines and collaborate across teams. + Ability to work under pressure and handle multiple tasks accurately. + Excellent writing and proofreading skills with attention to detail. + Proficiency in **MS Office Suite** (Word, PowerPoint, Outlook, Excel). + Familiarity with victim services and victims' rights. + Experience with virtual learning platforms and webinar tools. + Knowledge of meeting and conference logistics. + Familiarity with email marketing platforms (e.g., GOV Delivery). + Ability to thrive in a fast-paced environment managing multiple projects. + Experience with tools such as **Smartsheet, Salesforce, Microsoft Teams, Webex, and Zoom** . **Additional Attributes** + Strong verbal and written communication skills. + Professional demeanor and interpersonal effectiveness. + Ability to work independently and as part of a team. + Exceptional attention to detail and organizational skills. + Comfortable engaging with internal staff, clients, grantees, and vendors. **\#Indeed** **\#LI-CC1** **Working at ICF** ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO (******************************************************* policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination righ t s or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. **Candidate AI Usage Policy** At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com . We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. **Pay Range** - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $37,831.00 - $64,313.00 Nationwide Remote Office (US99)

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting (CTOR)** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. The CTOR Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTOR requirements are managed within large to medium size companies. **Your key responsibilities** You will interface daily with superiors, peers and subordinates and clients on large and small CTOR projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers. **Skills and attributes for success** + Ability to read and interpret IRS Code, regulations and instructions + Strong writing skills for policy and procedure writing is a must + Ability to interface with all facets of our business + Ability to multitasking and project management capability + Creative problem solving, strong critical thinking + Ability to drive success as both an individual contributor and team member. **To qualify for the role, you must have at a minimum** + A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred + A minimum of 5 years of relevant tax consulting or tax operational experience + Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations **Ideally, you'll also have** + Active participation in industry groups such as SIFMA, ABA, IIB + The ability to understand and implement tax rules + A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters **What we look for** We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $187,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,600 to $212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on December 25, 2025. Specific responsibilities of this role will include: + Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes. + Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation. + Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data. + Prepare and manage business continuity plans for critical plan operations and compliance activities. + Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities. + Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices. + Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies. + Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces. + Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs. + Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed. + Oversee responses to internal and external audit requests. + Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies. + Manage the performance and development of team members. The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment. The Team The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience. Qualifications Required: + Bachelor's degree or equivalent + 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration + Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements + Experience analyzing HRIS system, payroll, and vendor integrations/interfaces + Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams + Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve + Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future 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 $113,100 to $208,300. 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: ************************************************************************************************************ EA_ExpHire 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.

In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on December 25, 2025. Specific responsibilities of this role will include: * Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes. * Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation. * Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data. * Prepare and manage business continuity plans for critical plan operations and compliance activities. * Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities. * Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices. * Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies. * Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces. * Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs. * Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed. * Oversee responses to internal and external audit requests. * Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies. * Manage the performance and development of team members. The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment. The Team The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience. Qualifications Required: * Bachelor's degree or equivalent * 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration * Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements * Experience analyzing HRIS system, payroll, and vendor integrations/interfaces * Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams * Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve * Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future 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 $113,100 to $208,300. 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: ************************************************************************************************************ EA_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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. Requisition code: 318778 Job ID 318778

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting (CTOR)** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. The CTOR Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTOR requirements are managed within large to medium size companies. **Your key responsibilities** You will interface daily with superiors, peers and subordinates and clients on large and small CTOR projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers. **Skills and attributes for success** + Ability to read and interpret IRS Code, regulations and instructions + Strong writing skills for policy and procedure writing is a must + Ability to interface with all facets of our business + Ability to multitasking and project management capability + Creative problem solving, strong critical thinking + Ability to drive success as both an individual contributor and team member. **To qualify for the role, you must have at a minimum** + A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred + A minimum of 5 years of relevant tax consulting or tax operational experience + Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations **Ideally, you'll also have** + Active participation in industry groups such as SIFMA, ABA, IIB + The ability to understand and implement tax rules + A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters **What we look for** We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $187,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,600 to $212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting (CTOR)** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. The CTOR Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTOR requirements are managed within large to medium size companies. **Your key responsibilities** You will interface daily with superiors, peers and subordinates and clients on large and small CTOR projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers. **Skills and attributes for success** + Ability to read and interpret IRS Code, regulations and instructions + Strong writing skills for policy and procedure writing is a must + Ability to interface with all facets of our business + Ability to multitasking and project management capability + Creative problem solving, strong critical thinking + Ability to drive success as both an individual contributor and team member. **To qualify for the role, you must have at a minimum** + A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred + A minimum of 5 years of relevant tax consulting or tax operational experience + Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations **Ideally, you'll also have** + Active participation in industry groups such as SIFMA, ABA, IIB + The ability to understand and implement tax rules + A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters **What we look for** We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $187,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,600 to $212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting (CTOR)** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. The CTOR Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTOR requirements are managed within large to medium size companies. **Your key responsibilities** You will interface daily with superiors, peers and subordinates and clients on large and small CTOR projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers. **Skills and attributes for success** + Ability to read and interpret IRS Code, regulations and instructions + Strong writing skills for policy and procedure writing is a must + Ability to interface with all facets of our business + Ability to multitasking and project management capability + Creative problem solving, strong critical thinking + Ability to drive success as both an individual contributor and team member. **To qualify for the role, you must have at a minimum** + A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred + A minimum of 5 years of relevant tax consulting or tax operational experience + Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations **Ideally, you'll also have** + Active participation in industry groups such as SIFMA, ABA, IIB + The ability to understand and implement tax rules + A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters **What we look for** We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $187,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,600 to $212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting (CTOR)** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. The CTOR Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTOR requirements are managed within large to medium size companies. **Your key responsibilities** You will interface daily with superiors, peers and subordinates and clients on large and small CTOR projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers. **Skills and attributes for success** + Ability to read and interpret IRS Code, regulations and instructions + Strong writing skills for policy and procedure writing is a must + Ability to interface with all facets of our business + Ability to multitasking and project management capability + Creative problem solving, strong critical thinking + Ability to drive success as both an individual contributor and team member. **To qualify for the role, you must have at a minimum** + A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred + A minimum of 5 years of relevant tax consulting or tax operational experience + Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations **Ideally, you'll also have** + Active participation in industry groups such as SIFMA, ABA, IIB + The ability to understand and implement tax rules + A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters **What we look for** We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $187,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,600 to $212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting (CTOR)** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. The CTOR Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTOR requirements are managed within large to medium size companies. **Your key responsibilities** You will interface daily with superiors, peers and subordinates and clients on large and small CTOR projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers. **Skills and attributes for success** + Ability to read and interpret IRS Code, regulations and instructions + Strong writing skills for policy and procedure writing is a must + Ability to interface with all facets of our business + Ability to multitasking and project management capability + Creative problem solving, strong critical thinking + Ability to drive success as both an individual contributor and team member. **To qualify for the role, you must have at a minimum** + A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred + A minimum of 5 years of relevant tax consulting or tax operational experience + Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations **Ideally, you'll also have** + Active participation in industry groups such as SIFMA, ABA, IIB + The ability to understand and implement tax rules + A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters **What we look for** We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $187,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,600 to $212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on December 25, 2025. Specific responsibilities of this role will include: + Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes. + Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation. + Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data. + Prepare and manage business continuity plans for critical plan operations and compliance activities. + Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities. + Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices. + Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies. + Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces. + Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs. + Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed. + Oversee responses to internal and external audit requests. + Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies. + Manage the performance and development of team members. The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment. The Team The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience. Qualifications Required: + Bachelor's degree or equivalent + 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration + Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements + Experience analyzing HRIS system, payroll, and vendor integrations/interfaces + Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams + Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve + Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future 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 $113,100 to $208,300. 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: ************************************************************************************************************ EA_ExpHire 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.

In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on December 25, 2025. Specific responsibilities of this role will include: * Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes. * Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation. * Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data. * Prepare and manage business continuity plans for critical plan operations and compliance activities. * Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities. * Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices. * Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies. * Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces. * Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs. * Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed. * Oversee responses to internal and external audit requests. * Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies. * Manage the performance and development of team members. The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment. The Team The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience. Qualifications Required: * Bachelor's degree or equivalent * 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration * Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements * Experience analyzing HRIS system, payroll, and vendor integrations/interfaces * Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams * Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve * Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future 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 $113,100 to $208,300. 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: ************************************************************************************************************ EA_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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. Requisition code: 318778 Job ID 318778

Senior Manager, Program Delivery Ready to make a difference? We are seeking a dynamic Senior Manager within our Utility Programs and Services (UPS) Division to serve as a Portfolio Lead, Senior Program Manager, and Launch Manager-driving and expanding ICF's utility business throughout California. This role is designed to be highly flexible and adaptable, enabling you to support a variety of projects and program models based on business needs. The Senior Manager will be assigned to different portfolios across California, offering a unique opportunity to shape, build, and scale a portfolio within a fast-growing business. This position requires deep knowledge of energy efficiency, electrification technologies for commercial and residential building systems, and demand side management. The successful candidate will be called upon to lead new program approaches that demand seasoned, senior-level experience, oversee the launch of new initiatives where team structures are still evolving, and provide critical management support for complex programs or launches requiring additional leadership. You will develop and manage pipelines of new and existing customers and trade allies, ensuring program participation goals are met while adapting to the unique challenges and opportunities that each new project presents. Internally, you will guide program operations, manage budgets and performance, cultivate client relationships, hire and mentor staff, and design and implement adaptive program strategies. You'll also play a significant role in supporting account managers with data analysis, reporting, application review, forecasting, marketing, quality control, and client support, as well as help influence broader market adoption of ICF's suite of products and services. Why you will love working here: Quality of life: Flexible workplace arrangements and a strong work-life balance Community investment: Donation matching and volunteer opportunities Investment in you: Tuition reimbursement, 401k matching, Employee Stock Purchase Plan, and access to professional development resources And many more (ask your recruiter for details!) What you will be doing: Lead and adapt portfolio and program design, including identification, analysis, and selection of energy efficiency measures, with strategies tailored to the requirements of each project or launch. Oversee program evaluation, including analysis, data collection, and reporting. Provide resource management, quality control, and budget accountability to maximize efficiency, client satisfaction, and program outcomes. Manage financial metrics and performance for your assigned sub-region or portfolio. Collaborate with cross-functional teams, driving innovation and operational efficiencies across diverse and evolving projects. Build and maintain relationships with clients and industry partners, supporting businesses in achieving energy performance improvements with existing and emerging technologies. Manage and mentor distributed or in-house team members-including during new launches where teams are still being built out-and coordinate remote work as needed. Support the development of new technical tools, products, and offerings. Establish and grow new relationships with trade allies and professional organizations to ensure program awareness and adoption. Maintain ongoing communication with program participants and stakeholders to assess needs and gather feedback. Develop and deliver targeted presentations to promote program awareness and participation at industry events, trade shows, and stakeholder meetings. Prepare status reports documenting performance, activities, and pipeline management for senior leadership. Analyze QA/QC project data and oversee reporting to clients. Ensure effective project and budget management, with comprehensive tracking and status updates for leadership. Manage program forecasts, budgets, and KPIs, providing regulatory support when required. Mentor, lead, and collaborate with program team members, especially during complex program launches requiring additional management support or senior oversight. Adapt quickly to changing business needs, being reassigned to different portfolios and projects across California as priorities shift. Must have a reliable vehicle for local travel 20% - 40% of time; frequency will vary based on project phase and may increase during new program launches (mileage reimbursement provided). What we need you to have (minimum qualifications): Bachelor's Degree in Energy, Business, Environmental Sciences, Engineering, Economics, Policy or a related field (or applicants can substitute one year of related experience for one year of education) 7+ years professional experience in the energy sector, including the development, design, and management of successful energy efficiency, electrification, distributed energy resource, or demand reduction programs and/or related experience 2+ years professional experience managing project teams, including during periods of rapid growth, new launches, or portfolio transitions Must have a valid driver's license and successfully pass a Motor Vehicle Records (MVR) check What we would like you to have (preferred qualifications): Experience with demand side management (DSM) programs Proven ability to guide large program teams and oversee complex or evolving program launches Business development and client development experience Demonstrated experience with quality control and budget accountability Track record of managing multi-client portfolios and multidisciplinary teams (including subcontractors and strategic partners) Understanding of energy management, regulatory planning/policy, program design, and engineering Industry certifications, professional affiliations, and publications Professional skills you will use: Exceptional written and verbal communication skills for all audiences Ability to work effectively with all internal and external partners-including during project transitions or new launches Advanced proficiency in MS Office applications and data visualization tools (e.g., Power BI) Strategic mindset with an aptitude for identifying new opportunities and managing multiple priorities in a fast-paced, high-growth environment Advanced analytical and leadership skills #LI-CC1 Working at ICF ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. Candidate AI Usage Policy At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $130,037.00 - $221,063.00California Remote Office (CA99)

Senior Manager, Program Delivery Ready to make a difference? We are seeking a dynamic Senior Manager within our Utility Programs and Services (UPS) Division to serve as a Portfolio Lead, Senior Program Manager, and Launch Manager-driving and expanding ICF's utility business throughout California. This role is designed to be highly flexible and adaptable, enabling you to support a variety of projects and program models based on business needs. The Senior Manager will be assigned to different portfolios across California, offering a unique opportunity to shape, build, and scale a portfolio within a fast-growing business. This position requires deep knowledge of energy efficiency, electrification technologies for commercial and residential building systems, and demand side management. The successful candidate will be called upon to lead new program approaches that demand seasoned, senior-level experience, oversee the launch of new initiatives where team structures are still evolving, and provide critical management support for complex programs or launches requiring additional leadership. You will develop and manage pipelines of new and existing customers and trade allies, ensuring program participation goals are met while adapting to the unique challenges and opportunities that each new project presents. Internally, you will guide program operations, manage budgets and performance, cultivate client relationships, hire and mentor staff, and design and implement adaptive program strategies. You'll also play a significant role in supporting account managers with data analysis, reporting, application review, forecasting, marketing, quality control, and client support, as well as help influence broader market adoption of ICF's suite of products and services. Why you will love working here: * Quality of life: Flexible workplace arrangements and a strong work-life balance * Community investment: Donation matching and volunteer opportunities * Investment in you: Tuition reimbursement, 401k matching, Employee Stock Purchase Plan, and access to professional development resources * And many more (ask your recruiter for details!) What you will be doing: * Lead and adapt portfolio and program design, including identification, analysis, and selection of energy efficiency measures, with strategies tailored to the requirements of each project or launch. * Oversee program evaluation, including analysis, data collection, and reporting. * Provide resource management, quality control, and budget accountability to maximize efficiency, client satisfaction, and program outcomes. * Manage financial metrics and performance for your assigned sub-region or portfolio. * Collaborate with cross-functional teams, driving innovation and operational efficiencies across diverse and evolving projects. * Build and maintain relationships with clients and industry partners, supporting businesses in achieving energy performance improvements with existing and emerging technologies. * Manage and mentor distributed or in-house team members-including during new launches where teams are still being built out-and coordinate remote work as needed. * Support the development of new technical tools, products, and offerings. * Establish and grow new relationships with trade allies and professional organizations to ensure program awareness and adoption. * Maintain ongoing communication with program participants and stakeholders to assess needs and gather feedback. * Develop and deliver targeted presentations to promote program awareness and participation at industry events, trade shows, and stakeholder meetings. * Prepare status reports documenting performance, activities, and pipeline management for senior leadership. * Analyze QA/QC project data and oversee reporting to clients. * Ensure effective project and budget management, with comprehensive tracking and status updates for leadership. * Manage program forecasts, budgets, and KPIs, providing regulatory support when required. * Mentor, lead, and collaborate with program team members, especially during complex program launches requiring additional management support or senior oversight. * Adapt quickly to changing business needs, being reassigned to different portfolios and projects across California as priorities shift. * Must have a reliable vehicle for local travel 20% - 40% of time; frequency will vary based on project phase and may increase during new program launches (mileage reimbursement provided). What we need you to have (minimum qualifications): * Bachelor's Degree in Energy, Business, Environmental Sciences, Engineering, Economics, Policy or a related field (or applicants can substitute one year of related experience for one year of education) * 7+ years professional experience in the energy sector, including the development, design, and management of successful energy efficiency, electrification, distributed energy resource, or demand reduction programs and/or related experience * 2+ years professional experience managing project teams, including during periods of rapid growth, new launches, or portfolio transitions * Must have a valid driver's license and successfully pass a Motor Vehicle Records (MVR) check What we would like you to have (preferred qualifications): * Experience with demand side management (DSM) programs * Proven ability to guide large program teams and oversee complex or evolving program launches * Business development and client development experience * Demonstrated experience with quality control and budget accountability * Track record of managing multi-client portfolios and multidisciplinary teams (including subcontractors and strategic partners) * Understanding of energy management, regulatory planning/policy, program design, and engineering * Industry certifications, professional affiliations, and publications Professional skills you will use: * Exceptional written and verbal communication skills for all audiences * Ability to work effectively with all internal and external partners-including during project transitions or new launches * Advanced proficiency in MS Office applications and data visualization tools (e.g., Power BI) * Strategic mindset with an aptitude for identifying new opportunities and managing multiple priorities in a fast-paced, high-growth environment * Advanced analytical and leadership skills #LI-CC1 Working at ICF ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy. We will consider for employment qualified applicants with arrest and conviction records. Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act. Candidate AI Usage Policy At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process. However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed. Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position based on full-time employment is: $130,037.00 - $221,063.00 California Remote Office (CA99)

In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on December 25, 2025. Specific responsibilities of this role will include: * Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes. * Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation. * Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data. * Prepare and manage business continuity plans for critical plan operations and compliance activities. * Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities. * Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices. * Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies. * Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces. * Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs. * Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed. * Oversee responses to internal and external audit requests. * Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies. * Manage the performance and development of team members. The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment. The Team The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience. Qualifications Required: * Bachelor's degree or equivalent * 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration * Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements * Experience analyzing HRIS system, payroll, and vendor integrations/interfaces * Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams * Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve * Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future 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 $113,100 to $208,300. 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: ************************************************************************************************************ EA_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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. Requisition code: 318778 Job ID 318778

In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on December 25, 2025. Specific responsibilities of this role will include: + Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes. + Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation. + Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data. + Prepare and manage business continuity plans for critical plan operations and compliance activities. + Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities. + Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices. + Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies. + Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces. + Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs. + Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed. + Oversee responses to internal and external audit requests. + Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies. + Manage the performance and development of team members. The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment. The Team The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience. Qualifications Required: + Bachelor's degree or equivalent + 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration + Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements + Experience analyzing HRIS system, payroll, and vendor integrations/interfaces + Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams + Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve + Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future 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 $113,100 to $208,300. 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: ************************************************************************************************************ EA_ExpHire 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.

In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on December 25, 2025. Specific responsibilities of this role will include: * Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes. * Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation. * Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data. * Prepare and manage business continuity plans for critical plan operations and compliance activities. * Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities. * Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices. * Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies. * Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces. * Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs. * Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed. * Oversee responses to internal and external audit requests. * Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies. * Manage the performance and development of team members. The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment. The Team The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience. Qualifications Required: * Bachelor's degree or equivalent * 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration * Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements * Experience analyzing HRIS system, payroll, and vendor integrations/interfaces * Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams * Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve * Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future 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 $113,100 to $208,300. 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: ************************************************************************************************************ EA_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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. Requisition code: 318778 Job ID 318778

In this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on December 25, 2025. Specific responsibilities of this role will include: + Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes. + Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation. + Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data. + Prepare and manage business continuity plans for critical plan operations and compliance activities. + Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities. + Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices. + Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies. + Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces. + Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs. + Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed. + Oversee responses to internal and external audit requests. + Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies. + Manage the performance and development of team members. The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment. The Team The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience. Qualifications Required: + Bachelor's degree or equivalent + 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration + Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements + Experience analyzing HRIS system, payroll, and vendor integrations/interfaces + Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams + Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve + Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future 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 $113,100 to $208,300. 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: ************************************************************************************************************ EA_ExpHire 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.