Associate Director, International Tax Planning and M&A

About This Role

Partner with stakeholders across the company to manage and support all aspects of planning projects and deals. Key activities include implementing strategies to reduce the company’s effective tax rate, assisting business development by advising on tax aspects of the deal life-cycle, and advising corporate functions and business units on tax issues arising from business operations in an ever-changing global environment.

Key Responsibilities :

• Participate in tax planning sessions;
• Marry business initiatives with tax law to proactively manage ETR initiatives across multiple years;
• Drive projects from initial feasibility through implementation;
• Work collaboratively with advisors to assess risks and deliver projects on time and within budget;
• Continuously work with stakeholders in tax and other functions to advise on all facets of projects;
• Assist with and review complex tax models related to projects;
• Become a trusted internal resource for all matters of tax questions;

Monitor and summarize legislative changes with a focus on potential impacts to Carrier.

• Structure buy and sell deals (including JVs) from a US & international tax perspective (including both local country and US tax considerations related to the deal structuring, funding considerations, etc.);
• Conduct due diligence or reverse due diligence on targets;

Cross functional teaming with business development, legal, treasury, and accounting

• Understand the business objectives for post-acquisition integration ;
• Align tax optimization strategies with business objectives;
• Anticipate Foreign, Federal, and State income and transaction tax issues raised by various transactions;
• Partnering with the transfer pricing and risk management team on potential IP planning opportunities, identification of direct tax and transfer pricing planning opportunities, and mitigation of tax risks and exposures;

Review of legal agreements (e.g., stock purchase agreement, IP license agreements, transition services agreements, etc.) from a tax perspective.

Required Qualifications :

Bachelor’s Degree in accounting, economics, finance or business

7+ years of international tax planning and M&A experience in a large multi-national corporation or with a Big 4 accounting firm or law firm

2+ years of experience with tax issues related to internal restructurings and mergers & acquisitions

Preferred Qualifications :

J.D. or Advanced degree (LL.M. or MST) preferred

Experience implementing complex projects in a multinational company

Knowledge of US federal and international tax concepts, including Subchapter C, and Subchapter K, international mergers, acquisitions, dispositions, outbound transfers, financial instruments, hedging, intercompany debt, subpart F, GILTI, FDII, and foreign tax credits

Working knowledge of tax issues that arise in international transactions

Knowledge of M&A deals and funding structures

Knowledge of general tax principles which may impact a multi-national manufacturing company

Strong tax modeling skills

Tax efficient transfer pricing and supply chain planning experience a plus

Research and writing skills including experience drafting tax positions and intercompany agreements

Quantitative analysis skills including ability to review and analyze financial models

Ability to identify and evaluate local foreign tax issues such as permanent establishment issues, indirect taxes and withholding taxes

Ability to drive multiple projects simultaneously and synthesize broad tax impacts to Carrier

Good interpersonal skills, including ability and desire to communicate and collaborate across functional areas of the organization beyond Tax

Good business sense and creative problem-solving skills

Self-motivated, able to work independently and meet deadlines

Able to multitask and have excellent organizational and time management skills

Strong written and verbal communication skills

Strong business analytical skills

Strong project management skills

Ability to work under high pressure and tight deadlines

Teamwork desire to work with others and share responsibilities

RSRCAR

Carrier is An Equal Opportunity / Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.