Senior Tax Planning Manager

Overview

This role supports the Head of Tax Strategy and M&A Team, the Investments Team, and the Treasury Team on tax planning, transaction analysis, and related strategic initiatives.

The employer prefers candidates from the NY Metro area, but is also open to East Coast candidates interested in working remotely.

Responsibilities

• Support potential acquisitions by advising on impact to deal models, evaluating acquisition structure, reviewing transaction documents, and performing tax due diligence.
• Partner with the Investments Team to review potential investment opportunities, including working with fund managers to develop appropriate investment structures.
• Partner with the Treasury Team to evaluate and implement liquidity solutions, including assessing tax-efficient funding, cash management, and capital deployment strategies to support acquisitions, investments, and other strategic initiatives.
• Support internal restructuring initiatives and advise on potential tax implications of transactions.
• Prepare comprehensive transaction memos and other documentation for external or internal transactions.
• Perform research on complex tax issues.
• Support US tax planning and structuring activities related to the AF Group acquisition, including analyzing transaction structures, assessing tax implications, and supporting implementation of the post-acquisition tax strategy.
• Stay current on upcoming U.S. and foreign tax legislation that could impact the organization.
• Support Global Head of Tax and Head of Tax Strategy on ad-hoc company initiatives.

Key Accountabilities / Deliverables

• Assist M&A team with evaluating potential acquisitions and identifying key tax risks.
• Assist Investments team with evaluating potential investments and identifying key tax risks.
• Assist Treasury team with evaluating liquidity solutions and identifying key tax considerations, including funding, intercompany financing, cash repatriation, and capital deployment strategies.
• Assist with US tax planning and structuring activities related to the AF Group acquisition, including evaluating transaction structures, identifying key tax implications, and supporting post-acquisition tax planning and implementation.
• Prepare comprehensive memorandums supporting tax analysis for M&A transactions.
• Prepare comprehensive memorandums supporting tax analysis for investments.
• Review pending tax legislation globally and identify potential tax rules that could impact the organization.

Requirements

• 7-10 years with Big 4 Tax experience.
• JD/LLM qualified.
• Excellent written and oral communication skills.
• Experience with M&A and financial products.
• Strong organization and project management skills.
• Must be able to work well and collaborate with other stakeholders.
• Self-motivated and eager to learn.
• Significant experience in international tax issues, including ECI, withholding tax, tax treaty analysis, Pillar II, and permanent establishment rules.
• Insurance Taxation experience desirable but not essential.

Compensation & Benefits

• Target base salary pay range: $170,000-$221,000
• Medical, Dental, and Vision healthcare for single and family coverage.
• Board-certified doctors and pediatricians available virtually 24/7 for urgent care.
• Access to Health Savings Account (HSA) or Flexible Spending Account (FSA).
• Access to Dependent Care FSA to cover daycare expenses.
• Access to Employee Assistance Programs (EAP) for health and well-being.
• Optional Pet & Home/Auto Insurance.
• Wellness Reimbursement program (up to $600 annual reimbursement for wellness-related expenses, i.e., gym memberships, massage, etc.).
• 401K retirement plan (company matches up to 6% of employee contribution).
• One paid annual volunteer day.

Target full-time equivalent base salary range is based on relevant market data. The actual salary offered will depend on applicable market data for the hiring location and the relevant candidate's knowledge, skills/experience. This salary range is not inclusive of applicable discretionary incentives.

Location

• Preferably candidates from the NY Metro area.
• Also open to East Coast candidates interested in working remotely.

Equal Opportunity

The employer is an equal opportunity employer and does not discriminate based on protected characteristics. Reasonable accommodations are available for applicants who require them during the application process due to a disability.