Director & Counsel, U.S. Tax Planning

Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

TD Securities

Pay Detail:

$170,000 - $208,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Position:  Director & Counsel, U.S. Tax Planning, TD Bank, New York

Specific business/product groups:        TD Bank Group  

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Reports to:                                                T. Daris Isbell, VP, Head of U.S. Tax

Position Summary

The Director & Counsel, U.S. Tax Planning is responsible for:

• End-to-end tax planning across the organization, from initial structuring to implementation

• Providing U.S. federal tax advice to partners in both the Wholesale and Retail business segments, including in areas such as section 265, section 871(m), tax treaties, structured notes, BEAT, Pillar 2, REIT compliance, branch taxation issues

• Providing tax advice with respect to new financial products and business activities

• Drafting file memos and documenting tax positions for audit preparedness

• Providing tax counsel to the corporate tax compliance and tax audit functions

• Monitoring and assessing the impact of new and proposed legislation, regulatory activity, and tax guidance

• Advising on the tax aspects of corporate development projects and collaborating with external tax advisors (e.g., M&A)

• Assisting Documentation teams reviewing tax provisions in agreements such as ISDAs, GMRAs, and GMSLAs

• Advising on entity optimization and structuring

Preferred Qualifications:

• Juris Doctorate

• 5+ years of experience in a corporate tax environment (in-house or at a law firm/Big 4)

• Excellent tax technical knowledge and research skills

• Strong analytical thinking

• Solid legal writing and verbal communication skills

• Sound judgment and decision-making abilities

• Ability to work well on a team

• Solid organization and project management skills

• Experience with financial products is a plus

The Director, Specialized Finance Manager, TDS provides top technical expertise for overall functional area and provide guidance and advisory support to others as needed. 

Accountable for leading or conducting expert analysis / research, reviews to support functional goals / objectives.

Depth & Scope:

• Recognized as top level expert within the company and requires significant breadth of expertise in their complex field and knowledge of broader related areas

• Senior specialist providing advisory support within area of domain expertise to executives, business segment leaders

• Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area

• Integrates knowledge of the enterprise function’s or business segment’s overarching strategy in leading program design, policy formulation or operating standards within one or more areas of expertise

• Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements

• Serves as a source of expert advice to team in field of specialty; may indirectly provide guidance to others

• Advises on execution strategy and leads the development and deployment of functional programs or initiatives within their own field or across multiple specialties

• Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of their own field

• Requires innova