Senior Manager (m/f/d) Tax Practice
- Segment Mid-Market
- Job Function Tax
- Job Level Manager
- Years Of Experience 8+
To further strengthen our Finance & Tax practice, we are looking for you in our Dallas (Texas) office.
The role of the Senior Manager Tax Practice is to support and advise our Portfolio Companies on their taxes and to guide them how to ensure efficient and compliant tax outcomes during the whole lifetime of the investment. Your tasks involve frequent interaction with the Management and the Tax/Finance teams of the Portfolio companies as well as with the AURELIUS Task Force and the AURELIUS Tax Team, with regular travel required within the USA. In this role you will be working with Investments in various sectors as AURELIUS invests in opportunities, rather than in specific sectors. However, key sectors are IT and Business Services, Industrials & Chemicals, Lifestyle & Consumer Goods. Due to the rapid growth of the Portfolio, the tasks and duties of this role may also evolve over time. You will be keen to develop and grow within the role and to take on additional challenges and responsibilities as they occur.
Key responsibilities
The overall responsibility for taxes of each individual investment generally stays with the Management and its local tax advisors. Thus, you will act as an in-house advisor helping the various investment to manage their tax affairs. In the beginning you can focus on a few major investments and develop and extend the scope over time.
Responsibilities span the whole lifetime of the investment. It starts with the acquisition and ends with the exit readiness of the investment. Thus, you can especially:
- help to set up the tax function of new investments or improve the tax function of existing investments;
- implement your ideas to improve compliance or tax efficiency during the entire holding period;
- prepare the exit from a tax perspective
Specific tasks will include:
- Engage with the AURELIUS Deal Tax Team during the acquisition process to align on deal structure, tax risks, SPA, and other pre-closing topics
- Align with the Portfolio Company management team on relevant Company and AURELIUS group related tax topics after completion
- Support the Portfolio Company management team on engaging a local tax advisor or onboard an own tax function if necessary
- Ensure that tax obligations are clearly defined, and responsibilities are allocated accordingly at the Portfolio Company
- Guide the Portfolio Companies on how to ensure compliance with tax obligations (Tax returns and filings, transfer pricing, sales tax, WHT exemption certificates, CbC reporting) and address any non-compliance issues and advise portfolio management accordingly on remediation measures
- Supporting the operational implementation of Pillar II across AURELIUS Portfolio Companies together with the AURELIUS Tax Team
- Help on the optimisation of Portfolio Company tax processes and procedures
- Evaluate the current Portfolio Company tax structure and recommend any changes or planning ideas that will optimize the structure
- Assist in international tax planning initiatives across Portfolio Companies
- Perform tax-risk assessment 12-months prior to anticipated exit
- On occasion, assist with AURELIUS Group compliance Tax in the US
- On occasion, assist with M&A tax and deal structuring in regard to the US
- Act as contact Person for Portfolio Company management if they need further support or advice on tax related topics
Prerequisites
- A minimum of a bachelor’s degree, preferably with a major in Accounting/Finance, or any related business is required
- Advanced degree or professional certifications such as MBA, Master’s in Taxation, or CPA preferred
- At least 8 years relevant tax experience; ideally within the tax department of an international enterprise or in a Tax Consulting firm
- Experience of a broad range of US international tax rules and provisions, including Subpart F, GILTI, FTC, PFICs, WHT, FDII, LoB, FIRPTA, PTI and BEAT
- In-depth knowledge of international corporate tax law and good knowledge in at least one other tax areas (transfer pricing, sales tax CbCR, Pillar 2,….)
- Analytical / strategical thinking, result-oriented personality, highly developed sense of responsibility and strong teamwork
- Practical, hands-on mentality
- Fluent in English, further language skills welcome
Please apply online including all relevant application documents, stating your earliest possible starting date and salary expectation.