Senior Global Tax Planning Advisor

Cardinal Health•Dublin, IN

1d•Hybrid

About The Position

The Global Tax Planning Senior Analyst is a key professional role within the Finance organization, specifically within the Tax Planning & Controversy department, reporting to a Manager of Global Tax Planning & M&A. This role is responsible for supporting the development and execution of global tax strategies, analyzing the tax implications of business changes and restructurings, assessing the impacts of global tax law changes on Cardinal Health, and supporting merger and acquisition (M&A) activities. The Tax department at Cardinal Health designs, implements, and defends tax strategies and positions for both Domestic and International locations. It records and reports tax expense in accordance with US GAAP, Non-GAAP, IFRS and SEC reporting requirements, manages tax due diligence of corporate transactions and prepares tax compliance returns and reports for all jurisdictions. The department monitors tax legislative, regulatory and judicial activity to ensure compliance and identify strategic opportunities and risks, and develops tax planning strategies to legally minimize Cardinal’s tax liabilities. Tax also serves as a subject matter expert on all direct and indirect income, transfer, and transaction tax-related matters. This position will report to one of four Managers of Global Tax Planning and M&A and will be responsible for the efficient design and implementation of various tax planning strategies that support the Company’s financial and business goals. The ideal candidate will have a high degree of technical / strategic ability and be able to work with a sense of urgency to achieve the Company’s objectives. The primary focus of this position will be to research and analyze U.S. federal, U.S. international and non-U.S. tax laws, regulations, and tax treaty changes to determine their impact to Cardinal Health, and to support the Tax Planning and M&A function on the design and implementation of strategic tax planning and M&A activities. The candidate must have the ability to quickly summarize data/information and complex law/regulation applicability, and effectively communicate findings and impacts to their team and other stakeholders. Prior experience in preparing / reviewing restructuring step plans and calculating global tax impacts and tax technical research is necessary in order to be successful.

Requirements

Minimum of 3+ years of global tax experience (or 2+ years of International Tax experience at a Law Firm or Big Four Public Accounting Firm)
Strong knowledge of U.S. federal and international tax rules, including U.S. tax reform and associated treasury regulations
Prior experience in preparing / reviewing restructuring step plans and calculating global tax impacts and tax technical research
Project management skills, including the ability to manage time effectively, strategically prioritize, and organize action items for multiple projects

Nice To Haves

Experience in a large multinational corporate tax department and/or Big Four accounting firm highly preferred
Bachelor’s Degree in Accounting, preferred
MST and/or a Law Degree preferred
CPA preferred
Basic understanding of foreign tax rules is highly desired
Working knowledge of transfer pricing concepts preferred
Working knowledge of ASC 740 preferred
Advanced level computer skills or have the ability to learn new software quickly [Tax Research Tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint] preferred
Ability to model tax impacts of planning and M&A initiatives, US tax reform impacts, etc. preferred
Tax planning experience, including ability to work on a number of projects concurrently preferred

Responsibilities

Drive analysis and implementation of global tax planning initiatives
Research and analyze U.S. and non-U.S. tax laws, regulations, and tax treaties and convey the analyses prepared both in writing and verbally to various tax technical and non-technical audiences
Prepare tax analysis, including pros and cons and costs / benefits
Prepare / review step plans and tax technical memoranda
Communicate impacts and risks with the Managers and Directors, Tax Planning and M&A and the rest of the broader Management team
Assist the Managers and Directors, Tax Planning and M&A with workstreams related to potential mergers, acquisitions, and dispositions
Partner with Treasury, Legal, Accounting, and the Core Business to implement tax planning initiatives
Coordinate with the Tax Provision and Compliance team regarding transactions impacting tax returns and/or annual and quarterly tax provision calculations and document research for tax files
Support the Tax Controversy team with information related to tax planning initiatives as needed
Research, analyze, and document changes to key legislation impacting the Company (e.g., tax reform)
Coordinate with and supervise external resources assisting with tax planning projects
Coordinate with internal and external auditors
Applies working knowledge in the application of concepts, principles, and technical capabilities to perform varied tasks
Works on projects of moderate to large scope and complexity
Identifies possible solutions to a variety of technical problems and takes actions to resolve
Professionally and efficiently gathers and summarizes necessary information to perform tax technical analysis
Applies judgment within defined parameters
Works independently after receiving general guidance (with more detailed instruction provided on new projects)
Reviews work for sound reasoning and accuracy