Transfer Pricing Planning Specialist

Marsh is seeking a specialist to focus on transfer pricing planning and risk management within our highly global business. This role requires working from our NYC office at least three days a week.

About the role

Reporting to the Transfer Pricing Planning Lead, you will collaborate with global teams to develop, optimize, and implement transfer pricing strategies. This position works closely with other Tax colleagues to ensure alignment of planning initiatives and thoroughness of analysis.

Responsibilities

• In partnership with the businesses, develop, help implement, and drive transfer-pricing planning and optimization strategies for cross-border transactions in compliance with the laws of the jurisdictions in which we do business, including strategies driven by transfer pricing, supply chain, IP ownership, centralized functions, and business model optimization.
• Coordinate with international or state tax planning stakeholders to align transfer pricing planning strategies with broader tax planning considerations and implementation steps.
• Provide support on U.S. and non-U.S. tax audits, including responding to IDRs, to the extent the queries relate to transfer pricing planning positions/optimization strategies.
• Research and prepare transfer-pricing and financial analyses, together with supporting documentation, to defend the company’s position on audit.
• Assist with the modeling of intercompany transactions to incorporate appropriate benchmarks and provide substantiation for related charges to group companies.
• Supervise external tax advisors on the preparation and review of contemporaneous transfer-pricing documentation related to planning/optimization strategies in conjunction with the TP Operations Team and Controllers, including necessary intercompany agreements and transfer-pricing documentation to support successful, sustainable planning.
• In conjunction with the TP Operations team, undertake effective analysis and manage a process related to forecasting intercompany transactions/legal entity profitability to support the income tax provision process/effective tax rates computation.
• Liaise with colleagues both within and outside Global Tax to collect relevant information and data necessary to support various transfer-pricing planning initiatives.
• Analyze emerging legislation and develop strategies to mitigate risks as they relate to transfer pricing planning, including:
  • U.S. tax legislation and relevant judicial and regulatory developments impacting transfer pricing.
  • Non-U.S. tax legislation in local jurisdictions, OECD guidance developments, and double tax treaties impacting transfer pricing outcomes.

Requirements

• BA/BS in Finance, Economics, Accounting or related field; advanced degree(s) a plus.
• A minimum of 7 years of relevant transfer pricing experience, ideally including transfer-pricing planning/optimization in a multinational environment and experience coordinating with international tax planning team members.
• Strong knowledge of OECD Transfer Pricing Guidelines, transfer-pricing principles applicable to multinational enterprises, and practical familiarity with supporting transfer pricing positions in relevant jurisdictions.

Qualifications

• Master’s degree in a related field.
• Excellent communication and analytic abilities, with a proven track record of working effectively with teams across functions and jurisdictions and implementing transfer pricing planning solutions with objective, measurable results.
• Strong public speaking / storytelling skills, and concomitant writing skills, with experience presenting detailed technical material to both experts and general business personnel.
• Sound project management skills.
• Computer proficiency in Oracle Financials and SharePoint tools a plus.

Benefits

• Professional development opportunities, interesting work, and supportive leaders.
• Vibrant and inclusive culture with talented colleagues.
• Career opportunities, benefits, and rewards to enhance well-being, including:
  • Health and welfare benefits.
  • Tuition assistance.
  • 401K savings and other retirement programs.
  • Employee assistance programs.

Pay

The applicable base salary range for this role is $132,000 to $264,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

Hybrid work schedule requiring at least three days per week in the NYC office. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.