Fiscal Year

2022

Case Number

A-21119-79888

Case Status

Certified-Expired

Received Date

2021-05-11

Decision Date

2021-10-29

Refile

N

Original File Date

2022-01-01 10:20:53

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Deloitte Tax LLP

Employer Name Slug

deloitte-tax-llp

Employer Address 1

1700 Market Street

Employer Address 2

Employer City

Philadelphia

Employer City Slug

philadelphia

Employer State

PENNSYLVANIA

Employer State Slug

pennsylvania

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

19103

Employer Phone

6179608170

Employer Number of Employees

10450

Employer Year Commenced Business

1989

NAICS Code

54121

FW Ownership Interest

N

Employer Contact Name

Marie Cumbest

Employer Contact Address 1

1700 Market Street

Employer Contact Address 2

Employer Contact City

Philadelphia

Employer Contact State/Province

PENNSYLVANIA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

19103

Employer Contact Phone

6179608170

Employer Contact Email

permservices@deloitte.com

Agent Attorney Name

Sharon L Cook

Agent Attorney Firm Name

Seyfarth Shaw LLP

Agent Attorney Phone

(404) 885-6754

Agent Attorney Address 1

1075 Peachtree Street, N.E.

Agent Attorney Address 2

Suite 2500

Agent Attorney City

Atlanta

Agent Attorney State/Province

GEORGIA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

30309-3958

Agent Attorney Email

slcook@seyfarth.com

PW Track Number

P10020184692740

PW SOC Code

11-3031

PW SOC Title

Financial Managers, Branch or Department

PW Skill Level

N/A

PW Wage

104186.00

PW Unit of Pay

Year

PW Wage Source

Other

PW Determination Date

2020-10-23

PW Expiration Date

2021-06-30

Wage Offer From

104186.00

Wage Offer To

161300.00

Average Salary

132743.00

Wage Unit of Pay

Year

Worksite Address 1

30 Rockefeller Plaza

Worksite Address 2

Worksite City

New York

Worksite City Slug

new-york

Worksite State

NEW YORK

Worksite Postal Code

10112

Job Title

Tax Manager

Job Title Slug

tax-manager

Minimum Education

Master's

Major Field of Study

Accounting

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Business Administration, Economics, Law, Taxation, Finance, or related field

Accept Alternative Combination

Y

Accept Alternative Combination Education

Bachelor's

Accept Alternative Combination Education Years

5

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

36

Accept Alternative Job Title

providing Regulated Investment Company RIC See H.14

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Masters degree in Accounting, Business Administration, Economics, Law, Taxation, Finance, or related field willing to accept foreign education equivalent plus three years of experience providing Regulated Investment Company RIC tax planning services and preparing and reviewing client work papers and tax returns. Experience must include three years of calculating yearend income and capital gain estimatesdistributions, and communicating with portfolio managers on trading strategies; working with controllers on financial statements, SOX process, special funds or product related issues; ensuring fund compliance utilizing various analysis, including PFICs, REITs, Short Sales, Fund of Funds FOF distributions, TIPS, CPDI, 988 and 1256, ROC, QII, QDIDRD, FTC, Straddles, Partnerships, Swaps, and ICI reporting; preparing and reviewing quarterly asset diversification requirements both internally and by thirdparty service providers to ensure funds qualify as a regulated investment company; and preparing shareholder reporting information used to prepare Form 1099DIV and other reporting; providing tax planning and support to clients for fund launches, liquidations, and mergers; interacting with fund auditors and fund administrators to perform daily, monthly, quarterly and yearly oversight of funds in order to prepare and review tax adjustments; calculating and reviewing SOP 932 entries for funds audited financial statements and utilizing Microsoft Excel, including macros and formulas, for workpapers; assessing RIC tax, including estimating exposure for various fund types, including equity funds, fixed income funds, alternative funds, balanced funds, FOFs, and variable insurance trust funds; reviewing federal, state, and local tax returns and informational filings for mutual funds; preparing and reviewing taxrelated work on openend and closedend MLP CCorp funds; and preparing and reviewing foreign tax documentation forms from countries, including Japan, Korea, Indonesia, Poland, and Germany. In the alternative, the employer is willing to accept a bachelors degree and five years of experience as stated above.br From H. 10B providing Regulated Investment Company RIC tax planning services and preparing and reviewing client work papers and tax returns.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2021-01-25

SWA Job Order End Date

2021-03-01

Sunday Edition Newspaper

Y

First Newspaper Name

The New York Times

First Advertisement Start Date

2021-01-31

Second Newspaper Ad Name

The New York Times

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-02-07

Employer Website From Date

2021-01-22

Employer Website To Date

2021-04-02

Professional Organization Ad From Date

2022-01-01 10:20:53

Professional Organization Advertisement To Date

2022-01-01 10:20:53

Job Search Website From Date

2021-02-01

Job Search Website To Date

2021-02-08

Employee Referral Program From Date

2021-01-22

Employee Referral Program To Date

2021-02-12

Local Ethnic Paper From Date

2022-01-01 10:20:53

Local Ethnic Paper To Date

2022-01-01 10:20:53

Radio/TV Ad From Date

2022-01-01 10:20:53

Radio/TV Ad To Date

2022-01-01 10:20:53

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CHINA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

FINANCE

Foreign Worker Years of Education Completed

2012

Foreign Worker Institution of Education

CLARK UNIVERSITY

Foreign Worker Education Institution Address 1

950 MAIN STREET

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

WORCESTER

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

1610

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Sharon L Cook

Preparer Title

Partner

Preparer Email

slcook@seyfarth.com

Employer Information Declaration Name

Marie Cumbest

Employer Information Declaration Title

Senior Manager