Senior Global Tax Planning Advisor

Ideal candidate will be in the Dublin / Columbus, Ohio metro region.

The team is also open to remote / work-from-home candidates in the Central, Midwest & Eastern US Regions who are able to travel to the Dublin, Ohio office quarterly.

The Global Tax Planning Senior Analyst is a key professional role within the Finance organization, specifically within the Tax Planning & Controversy department, reporting to a Manager of Global Tax Planning & M&A.  This role is responsible for supporting the development and execution of global tax strategies, analyzing the tax implications of business changes and restructurings, assessing the impacts of global tax law changes on Cardinal Health, and supporting merger and acquisition (M&A) activities.

What Tax contributes to Cardinal Health
 Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
 
Tax designs, implements, and defends tax strategies and positions for both Domestic and International locations. This family records and reports tax expense in accordance with US GAAP, Non-GAAP, IFRS and SEC reporting requirements, manages tax due diligence of corporate transactions and prepares tax compliance returns and reports for all jurisdictions in which Cardinal operates. Tax monitors tax legislative, regulatory and judicial activity for all jurisdictions in which Cardinal operates to ensure compliance and to identify strategic opportunities and risks. Tax develops tax planning strategies to legally minimize Cardinal’s tax liabilities in the jurisdictions in which the company operates. Tax serves as a subject matter expert on all direct and indirect income, transfer, and transaction tax-related matters.

Responsibilities

• Drive analysis and implementation of global tax planning initiatives
  • Research and analyze U.S. and non-U.S. tax laws, regulations, and tax treaties and convey the analyses prepared both in writing and verbally to various tax technical and non-technical audiences
  • Prepare tax analysis, including pros and cons and costs / benefits
  • Prepare / review step plans and tax technical memoranda
  • Communicate impacts and risks with the Managers and Directors, Tax Planning and M&A and the rest of the broader Management team
• Assist the Managers and Directors, Tax Planning and M&A with workstreams related to potential mergers, acquisitions, and dispositions
• Partner with Treasury, Legal, Accounting, and the Core Business to implement tax planning initiatives
• Coordinate with the Tax Provision and Compliance team regarding transactions impacting tax returns and/or annual and quarterly tax provision calculations and document research for tax files
• Support the Tax Controversy team with information related to tax planning initiatives as needed
• Research, analyze, and document changes to key legislation impacting the Company (e.g., tax reform)
• Coordinate with and supervise external resources assisting with tax planning projects
• Coordinate with internal and external auditors

Qualifications

• Minimum of 3+ years of global tax experience (or 2+ years of International Tax experience at a Law Firm or Big Four Public Accounting Firm), preferred
• Experience in a large multinational corporate tax department and/or Big Four accounting firm highly preferred
• Bachelor’s Degree in Accounting, preferred
• MST and/or a Law Degree preferred
• CPA preferred
• Strong knowledge of U.S. federal and international tax rules, including U.S. tax reform and associated treasury regulations. Basic understanding of foreign tax rules is highly desired
• Working knowledge of transfer pricing concepts preferred
• Working knowledge of ASC 740 preferred
• Advanced level computer skills or have the ability to learn new software quickly [Tax Research Tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint] preferred
• Ability to model tax impacts of planning and M&A initiatives, US tax reform impacts, etc. preferred
• Project management skills and tax planning experience, including ability to work on a number of projects concurrently preferred

What is expected of you and others at this level

This position will report to one of four Managers of Global Tax Planning and M&A and will be responsible for the efficient design and implementation of various tax planning strategies that support the Company’s financial and business goals. The ideal candidate will have a high degree of technical / strategic ability and be able to work with a sense of urgency to achieve the C