Global Tax Planning Manager

Ideal candidates will be based in the Greater Columbus, OH area! Also open to remote candidates in the Eastern and Central Time Zones. Travel expectation is 3-4 times a year to the Dublin, OH campus for a week at a time.

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 assure 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 tax related matters including items such as payroll tax and employee benefits on an as needed basis.

• 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 work streams 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 actively manage external resources assisting with tax planning projects
• Coordinate with internal and external auditors

• 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

This position will report to one of two Directors of Global Tax Planning and M&A and will be responsible for the coordination and implementation of various tax planning strategies that support the Company’s financial and business goals. The ideal…