Recap | Bernie's Deloitte Career Sharing Session

Hello everyone, I'm Bernie. It's a pleasure to connect with you during this holiday break. I hope you'll find value in our time together.

My Background

I graduated through a "2+2 program" between East China Normal University and the University of Missouri-Columbia, later earning a master's in Statistics at Boston University. My professional journey includes:

• UnionPay Wisdom: Big data analytics

• NPD Group: U.S. market research consulting

• Cushman & Wakefield: Real estate consulting

• Deloitte Summer Internship (2 months): The pivotal experience that led to my full-time role

  

Inside Deloitte Tax

As part of the Tax & Legal team, I work in Business Tax Services – a unique blend of tax expertise and tech innovation. Unlike traditional tax advisory (think reports/PPT), we deliver fully automated tax systems that:

✔️ Integrate with clients' financial software

✔️ Link to tax control systems

✔️ Transform data into compliant filings

"We're building digital bridges between finance and compliance."

Three Pillars of Our Team

1️⃣ Tax Consultants

• Backgrounds: Accounting/Tax majors

• Role: Diagnose pain points → Design automation solutions

• Certifications: CPA/CTA crucial for career advancement

  
  

2️⃣ Product Team (Business Analysts)

• The "translators" between tax experts and developers

• Responsibilities:

  • Co-create system logic with tax team

  • Draft technical specs for dev team

  • Lead client training & system maintenance

• Ideal for: Hybrid thinkers (business + tech)

  
  

3️⃣ Development Team

• Focus: Backend logic & system optimization

• Career springboard: Many transition to PM roles

• Perfect fit: CS students exploring fintech

  
  

Key Success Factors

🔹 Rapid Learning

• We serve real estate, pharma, manufacturing, insurance – each with unique tax nuances

• Pro tip: Create industry cheat sheets for recurring clients

  
  

🔹 Policy Awareness

• Tax law changes = immediate system updates

• My routine: Subscribe to SAT newsletters + internal compliance alerts

  
  

🔹 Leadership Mindset

• Even juniors must:

  • Own project timelines

  • Bridge department silos

  • Anticipate roadblocks

• Bernie's mantra: "See the mosaic, not just your tile"

Career Pathways

Our alumni typically pursue:

1️⃣ Corporate Tax Departments (e.g., Fortune 500 tax digitization leads)

2️⃣ Financial Software Firms (Oracle/SAP implementation specialists)

3️⃣ Top-Tier MBAs (After 2-5 years experience)

4️⃣ Finance Institutions (For those with dual expertise)

"Deloitte Tax is a launchpad, not a destination."

Final Thoughts

Whether you're:

• A tax/accounting student eyeing tech integration

• A CS major exploring fintech applications

• A career switcher seeking structured growth

Our door is open.