Global Tax Planning Manager

Open to remote candidates anywhere in the US! Travel expectation is 3-4 times a year to the Dublin, OH campus for a week at a time.

What Tax contributes to Cardinal Health
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.

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
• 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

Qualifications

• Minimum of 7+ years of global tax experience (or 5+ years of International Tax/M&A Tax experience at a Law Firm or Big Four Public Accounting Firm), preferred
• Bachelor’s Degree in Accounting 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

What is expected of you and others at this level

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 candidate will have a high degree of technical / strategic ability and be able to work with a sense of urgency to achieve the Company’s objectives.

The primary focus of this position will be to research and analyze U.S. federal, U.S. international and non-U.S. tax laws, regulations, and tax treaty changes to determine their impact to Cardinal Health, and to support the tax planning and M&A function on the design and implementation of strategic tax planning and M&A activities. The candidate must have the ability to quickly summarize complex regulation changes, create actionable plans and effectively communicate the appropriate tax strategies to their team and other stakeholders. Prior experience in preparing / reviewing restructuring step plans, the calculation of global tax impacts and tax technical research is necessary in order to be successful. Project management skills are critical, including the ability to manage both internal and external resources / stakeholders and tracking expenses against budgets developed for each project. Finally, mergers and acquisitions and disposition related experience is highly desired.

Anticipated salary range: $103,500 - $155,295

Bonus eligible: Yes

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

• Medical, dental and vision coverage
• Paid time off plan
• Health savings account (HSA)
• 401k savings plan
• Access to wages before pay day with myFlexPay
• Flexible spending accounts (FSAs)
• Short- and long-term disability coverage
• Work-Life resources
• Paid parental leave
• Healthy lifestyle programs

Application window anticipated to close: 04/01/2025* If interested in opportunity, please submit application as soon as possible.

The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate’s geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

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Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

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