Vice President, Tax Planning, Strategy and Special Projects

Houlihan Lokey•Dallas, TX

17d•$220,000 - $250,000

About The Position

We are seeking a highly motivated and experienced tax professional to join our team as a Vice President of Tax. This role will be a key member of the global tax department with a primary focus on supporting our dynamic and growing M&A activities, as well as transfer pricing and other global planning initiatives. The successful candidate will be responsible for all aspects of tax related to our global M&A transactions, from due diligence and structuring to post-acquisition integration. In addition, this role will be instrumental in driving strategic tax planning initiatives and leading special projects within the tax function. This is a highly collaborative role that requires building strong relationships with teams across all jurisdictions and functions.

Requirements

15+ years of progressive corporate tax experience.
Demonstrated expertise in tax strategy, transfer pricing, planning, and M&A.
Strong technical expertise in US federal and international taxation.
Proven effectiveness in project execution.
Excellent analytical, problem-solving, and project management skills.
Proven ability to communicate complex tax concepts to both tax and non-tax audiences.
A proactive and collaborative leader with a demonstrated ability to manage multiple projects in a fast-paced environment.
CPA and corporate tax department experience required.

Nice To Haves

Big 4 experience strongly preferred.
JD or Master’s in Taxation strongly preferred.

Responsibilities

M&A Transaction Leadership: Lead and manage all tax aspects of global M&A transactions, including tax due diligence, structuring, and modeling.
Provide expert tax guidance on acquisitions, divestitures, joint ventures, and internal reorganizations in collaboration with external advisors.
Collaborate closely with the Corporate Development team, Legal & Compliance, and other internal and external stakeholders on deal execution.
Review and negotiate tax provisions in transaction agreements, working alongside other internal stakeholders.
Oversee the post-acquisition tax integration of acquired companies, ensuring a smooth transition and alignment with the firm's global tax structure and policies.
Strategic Tax Planning: Identify and implement tax planning strategies to optimize the firm's global tax position in collaboration with regional tax leads.
Analyze the tax implications of new business initiatives and corporate development projects, presenting findings to both the tax leadership and firm management.
Stay current on changes in tax laws and regulations across all jurisdictions and advise senior leadership on their impact.
Special Projects and Operations: Lead and support a variety of special projects within the tax department, including legal entity rationalization, implementation of new accounting standards, and transfer pricing initiatives.
Manage and oversee the work of external tax advisors and consultants, as well as collaborate with external legal counsel on tax analyses.
Effectively prioritize tasks, handle multiple projects simultaneously, and provide strategic direction for tax planning within the context of development initiatives.
Identify and drive process improvements and efficiencies across all areas of responsibility.
Mentor and develop junior members of the tax team, fostering a collaborative and high-performing team environment.
Partner with tax professionals in the EMEA and APAC regions to ensure seamless execution on global transactions and consistent application of tax policies.
Act as a central point of contact for the global tax team on M&A matters.
Work in collaboration with the Corporate Development team from the initial stages of a potential transaction through to post-closing integration, providing real-time tax analysis and strategic advice.
Collaborate with the Legal & Compliance team to draft and negotiate transaction documents, structure legal entities, and ensure compliance with all relevant laws and regulations in multiple jurisdictions.
Liaise with the Accounting & Finance teams on the financial reporting and modeling of transaction-related tax impacts, including purchase accounting, tax basis, and cash tax forecasting