Global Tax Planning Manager

About the role

Tax contributes to Cardinal Health by overseeing accounting, tax, financial plans and policies, establishing and maintaining fiscal controls, preparing and interpreting financial reports, overseeing financial systems, and safeguarding the organization's assets. The Tax department designs, implements, and defends tax strategies and positions for both domestic and international locations.

Responsibilities

• Coordinate and implement 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 plans with the Directors, Tax Planning and M&A and the rest of the broader Management team
• Assist the Directors, Tax Planning and M&A with all workstreams related to potential mergers, acquisitions, and dispositions
• Partner with Treasury, Legal, Accounting, and the Core Business to implement tax planning initiatives
• Coverage 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)
• Coverage with and actively manage external resources assisting with tax planning projects
• Coverage with internal and external auditors

Qualifications

• Minimum of 5+ years of International Tax/Tax Planning experience at a Big Four Public Accounting Firm or Law Firm (or 7+ years of global tax experience), preferred
• Bachelor’s Degree, or equivalent work experience, preferred
• MST and/or a Law Degree and/or a CPA, preferred
• Experience in a large multinational corporate tax department and/or Big Four accounting firm highly preferred
• Very 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
• Strong project management skills and tax planning experience, including ability to work on a number of projects concurrently, preferred
• Ability to utilize various AI tools, and interest in learning how to apply AI tools to improve processes and identify efficiencies in project execution and data insights for tax planning and M&A, preferred