Position Summary

The MARS Quality and Risk Manager (QRM) will support internal client service engagement teams performing services in connection with a clients’ potential acquisition or divestiture of assets or a business. The specific responsibilities of the MARS QRM will include leading consultations with client engagement teams by reviewing, drafting and negotiating client service contracts and third party access letter agreements, advising on interfirm agreements and related cross border engagement considerations, analyzing potential engagement conflict and ethical wall matters, managing confidentiality for MARS engagements and practitioners , advising on independence considerations, evaluating client acceptance and other engagement matters. This position will also assist with compliance responsibilities such as policy manual updates, coordination of internal practice reviews, among others, as well as leading presentations and training and preclearing external communications such as eminence material and proposals. This position can be filled from any of our MARS offices and will involve limited travel.

Work you’ll do:

The key responsibilities of the MARS QRM include:

Client Engagement Responsibilities:

ContractingAdvise on contract structuring, drafting customized contractual provisions and performing risk reviews to help mitigate exposureSupport contract negotiations by developing tactics for negotiations to help resolve contractual issuesAdvise on operational aspects of contracts to support engagement managementConsult with Office of General Counsel (OGC) on contracting mattersThird Party Access Letters:Review and modify audit and tax workpaper access letter agreements from other firms that are to be executed by the MARS engagement teamConsult with MARS engagement teams on our policies, practices and letters for access to our deliverables by a:Co-investorLender / Financing SourceInsurance Broker and Insurance ProviderAny other third-partyCrossborder EngagementsReview interfirm agreements and advise engagement teams on marketplace practicesReview member firm engagement letters, as needed, to assess subcontractor protections and touchpoints with the US (e.g., third party reliance) Conflicts:Evaluate reports generated from internal systems and research potential conflict matters related to:Bankruptcy conflicts and disinterestedness considerationsLitigation matters involving MARS clients/counterpartiesBusiness RelationshipsIdentified as the “go-to” resource to address questions from engagement teams related to conflict mattersGather conflict data points and present to leadership Consult with engagement team, national conflicts, OGC on such conflict matters as neededResearch and monitor media/articles regarding above as neededClient and engagement acceptanceUnderstand the client acceptance policy and requirements to address any questions from the engagement team and client acceptance processing teamIndependence (SEC and AICPA)Understand how such rules apply to MARS services when such services involve a restricted entity

Administrative and Compliance Responsibilities

Lead the coordination, monitoring and tracking of practice reviews for annual selection of Advisory PPMDsIdentify lessons learned for broader MARS practiceIdentify any changes to MARS policy manuals including, changes to lender and co-investor access letters and interpretations of policiesRequest executed lender and co-investor access letters in an effort to track and maintain precedent libraryRevise the various MARS engagement, access and other form letters for modifications / streamliningUpdate letters to contract maker and manage internal MARS DeloitteNet siteCoordinate with Office of Confidentiality and manage confidentiality processes

Presentations/ Trainings

Develop, coordinate and present of risk topics at MARS quarterly staff meetingsUpdate and present New Hire MARS risk training materials and e-learning coursesMonitor confidentiality e-learning courseMonitor new hires taking the confidentiality e-learning within two weeks of joining the MARS practice

Eminence/Marketing Materials, Proposals

Review and modify to comply with external communications policy

Other Risk Management Matters

Understand latest geopolitical, economic, global trends and its potential impact to MARS (e.g., SPACs, covid, sanctions, etc.)Proofread, prepare and distribute risk and practice alertsDevelop guidance for emerging practice issues to be included within risk/practice alertsResearch hot topics in the marketplaceManage lender access benchmark statisticsSupport any special projects (automate access letters, new MARS tools, etc.)

The team

We are looking for an energetic person who is a team player passionate about M&A and risk management, is detail oriented, can break down a complex nuanced issue and explain it to an engagement team, and develops ideas to solve business problems.

Qualifications

Required:

Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per weekExperience Requirements: Minimum 5 years of consulting, contracting, and management experienceEducation: BBA/BA/BS in related field and experience delivering M&A client services is desirableExperience in drafting and negotiating letter agreements related to M&AExperience and ability to work directly with senior level individuals (internally and externally)One of the following Accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled agentTravel Requirements: Willingness and ability to travel approximately 10%, flexibility required based on candidate location and role

Preferred:

Strong research, problem-solving skills, collaboration, and networking skillsHigh degree of curiosity and experience with and comfort in discussing and understanding M&A contracts/letter agreementsAbility to evaluate risks associated with engagements related to conflicts, third party access and cross border matters.Ability to verbalize opinions that provide the appropriate support to all levels of leadershipTrusted Advisor - extensive track record of success in QRM and/or in a QRM Risk Manager roleBalanced – is practical and has the ability to balance risk appetite with growth objectivesResults-orientation – has the ability to get things done effectivelyImplementation orientation – has the ability to drive alignment and implement training on MARS risk matters, including contracts/letter agreements and qualityLeadership – has the ability to deal with adversity and ambiguity, and make the right decisions in a timely mannerStrong oral and written communication skills and the ability to construct and negotiate sufficient contractual provisions addressing business issues (e.g., third party access, etc.)Ability to bring fresh ideas and thinking to help QRM serve the changing needs of MARSAbility to work autonomously in a matrixed, fast-paced, multi-task environment

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 $109,200 to $181,900.

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: 

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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 diverse, equitable, and 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 client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture. Our purpose
Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact. 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.