Transfer Pricing Planning Specialist

Marsh McLennan•New York, NY

8d•$132,000 - $264,000•Hybrid

About The Position

Marsh is seeking a candidate for a role focused on transfer pricing planning and risk management within its global business. The Transfer Pricing Planning Specialist will collaborate with global teams to develop, optimize, and implement transfer pricing strategies. This position will report to the Transfer Pricing Planning Lead and work closely with other Tax colleagues to ensure alignment of planning initiatives and thoroughness of analysis. This role requires working from the NYC office at least three days a week.

Requirements

BA/BS in Finance, Economics, Accounting or related field
A minimum of 7 years of relevant transfer pricing experience
Ideally including transfer-pricing planning/optimization in a multinational environment
Experience coordinating with international tax planning team members
Strong knowledge of OECD Transfer Pricing Guidelines
Strong knowledge of transfer -pricing principles applicable to multinational enterprises
Practical familiarity with supporting transfer pricing positions in relevant jurisdictions

Nice To Haves

Advanced degree(s) a plus
Master’s degree in a related field
Excellent communication and analytic abilities
Proven track record of working effectively with teams across functions and jurisdictions
Proven track record of implementing transfer pricing planning solutions with objective, measurable results
Strong public speaking / storytelling skills
Concomitant writing skills
Experience presenting detailed technical material to both experts and general business personnel
Sound project management skills
Computer proficiency in Oracle Financials and SharePoint tools a plus

Responsibilities

In partnership with the businesses, and in response to their initiatives, develop, help implement, and drive transfer-pricing planning and optimization strategies for cross-border transactions in compliance with the laws of the jurisdictions in which we do business, including strategies driven by transfer pricing, supply chain, IP ownership, centralized functions, and business model optimization.
Coordinate with international or state tax planning stakeholders to align transfer pricing planning strategies with broader tax planning considerations and implementation steps.
Provide support on U.S. and non-U.S. tax audits, including responding to IDRs, to the extent the queries relate to transfer pricing planning positions/optimization strategies.
Research and prepare transfer-pricing and financial analyses, together with supporting documentation, to defend the company’s position on audit.
Assist with the modeling of intercompany transactions to incorporate appropriate benchmarks and provide substantiation for related charges to group companies.
Supervise external tax advisors on the preparation and review of contemporaneous transfer-pricing documentation related to planning/optimization strategies in conjunction with the TP Operations Team and Controllers, including necessary intercompany agreements and transfer-pricing documentation to support successful, sustainable planning.
In conjunction with the TP Operations team, undertake effective analysis and manage a process related to forecasting intercompany transactions/legal entity profitability to support the income tax provision process/effective tax rates computation.
Liaise with colleagues both within and outside Global Tax to collect relevant information and data necessary to support various transfer-pricing planning initiatives.
Analyze emerging legislation and develop strategies to mitigate risks as they relate to transfer pricing planning, including: U.S. tax legislation and relevant judicial and regulatory developments impacting transfer pricing. Non-U.S. tax legislation in local jurisdictions, OECD guidance developments, and double tax treaties impacting transfer pricing outcomes.