Transfer Pricing Planning Specialist

Marsh McLennan•New York, NY

4d•$132,000 - $264,000•Hybrid

About The Position

Marsh is seeking a Transfer Pricing Planning Specialist to focus on transfer pricing planning and risk management within its global business. The specialist will collaborate with global teams to develop, optimize, and implement transfer pricing strategies, reporting to the Transfer Pricing Planning Lead and working with Tax colleagues to align planning initiatives and ensure thorough analysis. The role requires working from the NYC office at least three days a week. The position supports business initiatives involving cross-border transactions and develops transfer pricing, supply chain, intellectual property ownership, centralized-function, and business-model optimization strategies in compliance with relevant jurisdictions’ laws. It also coordinates with international and state tax planning stakeholders, supports tax audits, prepares analyses and documentation, models intercompany transactions, oversees external tax advisors, and helps forecast intercompany transactions and legal-entity profitability for tax provision and effective tax rate purposes. The specialist monitors U.S. and non-U.S. legislation, OECD guidance, judicial and regulatory developments, and tax treaties for implications to transfer pricing planning and risk mitigation.

Requirements

BA/BS in Finance, Economics, Accounting, or a related field.
At least 7 years of relevant transfer pricing experience.
Strong knowledge of OECD Transfer Pricing Guidelines and transfer pricing principles applicable to multinational enterprises.
Practical familiarity with supporting transfer pricing positions in relevant jurisdictions.

Nice To Haves

Advanced degree; a Master’s degree in a related field is specifically noted as a differentiator.
Experience with transfer pricing planning and optimization in a multinational environment.
Experience coordinating with international tax planning team members.
Excellent communication and analytical abilities, with a record of working effectively across functions and jurisdictions and implementing transfer pricing planning solutions with measurable results.
Strong public speaking, storytelling, and writing skills, including experience presenting technical material to experts and general business personnel.
Sound project management skills.
Computer proficiency in Oracle Financials and SharePoint tools.

Responsibilities

Develop, help implement, and drive transfer pricing planning and optimization strategies for cross-border transactions in partnership with businesses, ensuring compliance with applicable jurisdictional laws.
Address planning strategies involving transfer pricing, supply chains, intellectual property ownership, centralized functions, and business-model optimization.
Coordinate with international and state tax planning stakeholders to align transfer pricing strategies with broader tax planning and implementation steps.
Support U.S. and non-U.S. tax audits, including responding to IDRs related to transfer pricing planning positions and optimization strategies.
Research and prepare transfer pricing and financial analyses and supporting documentation to defend the company’s position during audits.
Assist in modeling intercompany transactions, incorporating appropriate benchmarks and substantiating charges to group companies.
Supervise external tax advisors preparing and reviewing contemporaneous transfer pricing documentation for planning and optimization strategies, in conjunction with the TP Operations Team and Controllers.
Support the preparation of intercompany agreements and transfer pricing documentation for sustainable planning.
Work with the TP Operations team to analyze and manage forecasts of intercompany transactions and legal-entity profitability for income tax provision and effective tax rate computations.
Liaise with colleagues within and outside Global Tax to collect information and data for transfer pricing planning initiatives.
Analyze emerging U.S. and non-U.S. legislation, judicial and regulatory developments, OECD guidance, and double tax treaties, and develop strategies to mitigate transfer pricing planning risks.