About the Role
This position is a leadership role responsible for providing meaningful and digestible tax advice on complex tax technical matters regarding strategic transactions, planning opportunities, tax controversy and legislative matters. This person must have excellent critical thinking skills, the ability to manage competing priorities, effective collaboration and communication skills and the ability to explain complex tax concepts to non-tax professionals. This position reports to the Vice President, Tax.
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The Manager / Senior Manager, Tax Planning responsibilities include but are not limited to:
- Provide key direction, leadership, and support regarding tax advice on mergers, acquisitions, dispositions, joint ventures, capital market transactions and ESG opportunities. This includes due diligence, identification of any tax risks and/or value-added strategies, structuring recommendations, etc.
- Partner with cross-functional teams (commercial, finance, engineering, legal, accounting, etc.) to understand business developments and provide direct and indirect tax advice regarding these matters.
- Lead tax planning initiatives including identifying, evaluating, and implementing opportunities to minimize cash taxes. Network with other tax and industry professionals to assist with generating strategies.
- Provide well-organized verbal or written summaries regarding complex international, federal, and state tax matters. This includes researching and writing technical position papers on key tax positions and audit defenses, as well as discussion and review with outside auditors.
- Lead the development of tax personnel to enhance their technical skills regarding tax research and writing, tax planning, transaction review and other areas as identified.
- Lead and coordinate the co-sourcing research and development tax credit claims and section 174 expense including analysis, audit defense and maximization of benefits.
- Maintain knowledge of tax laws, updates, and legislative changes including evaluating the impact of proposed legislation, effectively communicating the impact, and recommending changes as necessary.
- Ensure all aspects of tax planning and transactions are properly documented, reported, and appropriately disclosed for purposes of the financial statements and tax compliance.
- Assist with other special projects, as identified.
Required / Preferred Experience and Skills:
- A bachelor's degree in Accounting or Finance, CPA or Law Degree. An advanced tax degree is a plus.
- 10 years or more of experience working in a large public accounting or law firm or large public company environment.
- Significant experience in corporate federal and state income tax matters is required including with business transactions, M&A, tax planning, complex tax research, and project leadership. International and industry tax experience is a plus.
- Highly proficient in computer applications including CCH, Microsoft Excel, PowerPoint, and Word.
- Salesforce experience a plus.
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