TAX MANAGER, TRANSACTIONS & PLANNING (HYBRID)

Compass Group•Charlotte, NC

2d•Hybrid

About The Position

This role is primarily responsible for research and planning initiatives within the income tax department, including matters related to corporate transactions, tax controversy, and tax compliance. A successful candidate will have strong technical tax and project management skills, merger, acquisition and integration experience, and the ability to work with multiple business partners to achieve results. An ideal candidate will have strong partnership tax technical skills and experience. This role reports directly to the Vice President, Income Tax Research and Planning but will work closely with all members of the Tax Team. This role will interact routinely with all levels within the organization and requires the ability to communicate clearly and work collaboratively.

Requirements

Bachelor’s degree in Accounting required; Master’s Degree in Accounting or Taxation or JD/LL.M. with a concentration in Taxation preferred
CPA required
6+ years corporate tax and accounting experience (public accounting and/or industry) with exposure to tax issues in a large multi-corporate/multi-state environment
3+ years of progressively responsible supervisory experience
Strong analytical and technical skills
Excellent communication and interpersonal skills
Strong leadership, time management and organization skills
Ability to work in a dynamic, deadline-driven environment
Must be an independent thinker as well as a team player
Proficiency with Microsoft Office required
Proficiency with SAP preferred

Nice To Haves

Master’s Degree in Accounting or Taxation or JD/LL.M. with a concentration in Taxation
Proficiency with SAP

Responsibilities

Perform due diligence, structuring analysis, agreement review, and integration support for mergers and acquisitions and other corporate transactions.
Serve as partnership tax technical resource for the team, advising on M&A transactions as well as ongoing compliance, structuring, and research related to partnership tax matters.
Lead tax compliance integration for newly acquired entities.
Research and document solutions to specific issues related to tax return positions and business inquiries.
Conduct proactive tax research and planning to minimize the company’s domestic tax liabilities, including identification, implementation and maintenance of planning strategies. Coordination with in-house and external legal and tax advisors as necessary.
Summarize new and proposed legislation and corporate tax developments as they pertain to the company, including quantification of impact to the company and sharing of knowledge with staff to ensure compliance on a timely basis.
Assist with coordination and resolution of income and franchise tax audits, including completion of information document requests, preparation of position papers and protests of assessed taxes, and participation in dispute resolution conferences or litigation preparation.
Contribute to the company’s income tax provision process, including analysis and quantification of the company’s uncertain tax positions and other key inputs.
Assist with special projects as assigned.