经理 / 高级经理，税务规划
Manager / Senior Manager, Tax Planning
职位描述
此职位是领导岗位，负责就涉及战略交易、税务筹划机会、税务争议和立法事项的复杂税务技术问题提供有意义且易于理解的税务建议。该职位需要具备优秀的批判性思维能力，能够管理优先级冲突，有效协作和沟通，并能向非税务专业人员解释复杂的税务概念。该职位向税务副总裁汇报。
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税务筹划经理/高级经理的职责包括但不限于：
- 就并购、出售、合资企业、资本市场交易和ESG机会提供关键方向、领导和支持，包括尽职调查、识别任何税务风险和/或增值策略、结构建议等。
- 与跨职能团队（商业、财务、工程、法律、会计等）合作，了解业务发展并就相关事项提供直接和间接税务建议。
- 领导税务筹划项目，包括识别、评估和实施减少现金税的机会。与其他税务和行业专业人士建立联系，协助制定策略。
- 提供关于复杂国际、联邦和州税务事务的有条理的口头或书面总结。包括针对关键税务立场和审计辩护进行研究和撰写技术性论文，以及与外部审计师进行讨论和审查。
- 领导税务人员的发展，提升他们在税务研究和写作、税务筹划、交易审查等领域的技术能力。
- 领导和协调共同外包的研发税收抵免和第174条费用申请，包括分析、审计辩护和最大化收益。
- 保持对税法、更新和立法变化的了解，包括评估拟议立法的影响，有效传达影响，并在必要时提出改进建议。
- 确保所有税务筹划和交易方面都得到适当记录、报告和披露，以满足财务报表和税务合规的目的。
- 协助处理其他特别项目，如确定的事项。
所需/优选经验与技能：
- 会计或金融学士学位，CPA或税务相关资格优先
查看英文原文
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.
Originally posted on Himalayas