VP & General Manager, Tax Division

Position Summary

The VP & General Manager, Tax Division, is a senior member of the III Financial team and a key contributor to ITOCHU’s North American growth and portfolio strategy. This role leads the enterprise tax function while serving as a strategic decision partner in mergers, acquisitions, divestitures, and long-term portfolio management.

Key Responsibilities

• Enterprise Tax Leadership, Governance & Strategy
  Lead the U.S. tax function in alignment with ITOCHU governance standards, establishing clear policies, controls, and decision frameworks across III and its subsidiaries.
  Serve as a senior advisor to the CFO, CEO Group, and executive leadership, supporting ECC, Board, and Headquarters approvals, particularly for investment and portfolio actions.
  Design and execute a tax strategy that supports current and long term goals.

• M&A, Divestitures & Portfolio Decision-Making
  Serve as the lead tax authority and senior advisor for all North American M&A activity, including acquisitions, divestitures, joint ventures, minority investments, restructurings, and carve-outs.
  Lead tax due diligence and transaction structuring to identify material risks and value opportunities across U.S. and international tax domains.
  Apply executive judgment to influence major investment decisions, delivering clear, well-supported recommendations to senior leadership and Japan Headquarters.
  Advises on transaction structures consistent with ITOCHU’s risk appetite and approval frameworks, clearly articulating trade-offs and downstream implications.
  Evaluate tax attributes and integrate findings into investment theses, valuation models, and approval materials.
  Partner, as needed, with Corporate Development, Finance, Legal, and external advisors to embed tax considerations in HQ investment memoranda and execution planning.
  Lead post-close tax integration and ongoing portfolio governance, and guide tax strategy for divestitures and exits.

• Consolidated Group & International Tax Oversight
  Oversee tax strategy and compliance for the U.S. super-consolidated group, including entity inclusion and intercompany frameworks.
  Direct and oversee international tax matters (transfer pricing, BEAT, withholding, anti-boycott) in coordination with ITOCHU Corporation in Tokyo.

• Tax Compliance, Risk Management & Reporting
  Ensure timely and accurate filing of all tax returns and oversee audits and regulatory engagements.
  Identify and mitigate tax risks affecting investment outcomes, governance standards, and long-term value.
  Oversee tax accounting policies, consolidated provisions, and disclosures in partnership with Corporate Accounting.

• Influence & Cross-Functional Leadership
  Promote tax discipline across III and its subsidiaries through communication and education.
  Act as a trusted partner enabling informed, compliant, and value-focused decision-making across the investment lifecycle.

Qualifications

• 15+ years of progressive tax experience, including senior leadership roles in a Big 4 / Big 6 firm and/or a multinational organization.
• CPA required; MBA or MS in Taxation preferred.
• Prior experience in M&A, divestitures, transaction structuring, and post-merger integration.
• Experience in working with foreign owned companies with US subsidiaries preferably operating within Japanese governance frameworks and cross-border environments.
• Strong executive judgment and communication skills.