Director, Tax Planning and Business Support

As part of its separation from Carrier, the Commercial and Residential Fire business is building its tax department. This presents an excellent opportunity for a motivated and strategic thinker to assume the Director of Tax Reporting and Compliance role within the Tax organization.

About This Role

This individual will lead the team that is responsible for all tax reporting and compliance across the enterprise including the annual federal and state returns, annual and quarterly financial statements, management reporting, and related quantitative analyses.

This role represents the opportunity to help build and shape the future of our tax department. In addition to having high visibility within the tax department and reporting directly to the head of tax, this person will also regularly interface with leaders in other departments across the company. This role will supervise one to two positions that will assist with reporting and compliance responsibilities.

Key Responsibilities:

Work with stakeholders across the company to manage and support all aspects of planning projects and deals. Key activities include implementing strategies to reduce the company’s effective tax rate, assisting business development by advising on tax aspects of the deal life cycle, and advising corporate functions and business units on tax issues arising from business operations in an ever-changing global environment. Specific responsibilities may include, but are not limited to:

Tax Planning and M&A

• Marry business initiatives with tax law to proactively manage cash taxes and ETR initiatives across multiple years

• Drive projects from initial feasibility through implementation

• Work collaboratively with advisors to assess risks and deliver projects on time and within budget

• Continuously work with stakeholders in tax and other functions to advise on all facets of projects

• Assist with and review complex tax models related to projects

• Become a trusted internal resource for all matters of tax questions

• Monitor and summarize legislative changes with a focus on potential impacts to the Company

• Structure buy and sell deals (including JVs) from a US & international tax perspective (including both local country and US tax considerations related to the deal structuring, funding considerations, etc.)

• Conduct buy and sell-side due diligence

• Understand the business objectives for post-acquisition integration

• Anticipate Foreign, Federal, and State income and transaction tax issues raised by various transactions

• Review of legal agreements (e.g., stock purchase agreement, IP license agreements, transition services agreements, etc.) from a tax perspective

Business Unit Support

• Directly interface with Business Unit CFO and personnel to understand tax issues impacting business operations

• Develop strategies with business leaders to mitigate tax cost to the business

• Become a trusted advisor and single point of contact for business unit personnel

• Support local tax audits, as needed

• Assist business with transfer pricing issues or implementing pricing strategies

Required Qualifications:

• Bachelor’s Degree in Accounting, Finance Economics or Business

• 10+ total years of international tax planning and/or M&A experience in a large multi-national corporation or with a Big 4 accounting firm or law firm

Preferred Qualifications:

• JD or Advanced degree (LL.M. or MST) preferred

• Strong understanding of tax issues related to internal restructurings and mergers & acquisitions

• Tax and financial modeling

• Working knowledge of transfer pricing a plus

Technical Competencies:

• Experience implementing complex projects in a multinational company

• Knowledge of U.S. federal and international tax concepts, including Subchapter C, and Subchapter K, international mergers, acquisitions, dispositions, outbound transfers, financial instruments, hedging, intercompany debt, subpart F, GILTI, FDII, and foreign tax credits

• Working knowledge of tax issues that arise in international transactions

• Knowledge of M&A deals and funding structures

• Knowledge of general tax principles which may impact a multi-national manufacturing company

• Research and writing skills including experience communicating tax positions and reviewing intercompany agreements

• Quantitative analysis skills including ability to review and analyze financial models

• Ability to ident