What are the responsibilities and job description for the Associate Director, M&A Planning position at Novartis?
Job Description Summary
The Associate Director, M&A Planning & Integration is responsible for developing and implementing the Novartis tax planning strategy. To ensure alignment with the overall business strategy, this person will need to partner closely with other business stakeholders and within the tax function.
Key Responsibilities
- Leading Tax Support: Continuously develop a finance/accounting-based tax organization with analytical orientation prepared for internal and external needs and challenges.
- Lead the US tax effort and maximize the value delivered in support of federal and state tax reporting, compliance, and controversy, act as trusted and respected advisor with stakeholders and senior management.
- Provide leadership and technical support as a function aligned with tax compliance, tax provision, tax planning, and transfer pricing based on strong finance and accounting skills, promoter of the strategic integration of US Tax into the local and global Novartis organization including business partnering and technical expertise on all dimensions of tax reporting.
Representative Roles
- Represent the US tax function with policy makers, fiscal authorities, industry associations, tax director community, and other external stakeholders to front Novartis on specific tax matters.
Planning, Compliance, and Risk Management
- Complete all aspects of the M&A and BD&L process, including Due Diligence, contract review, funding, tax structuring, and negotiations.
- Transition Due Diligence knowledge and collaborate closely with Tax Operations and Accounting teams on the tax Opening Balance Sheet discussions and review, including taking positions on whether Valuation Allowances are needed for Deferred Tax Assets.
- Provide high-level review of the pre-acquisition and the stub tax returns.
- Draft and maintain step plans for integration and tax planning transactions.
- Provide detailed analysis of integration and other planning projects, including the estimated effect on cash-taxes, Effective Tax Rate, and book/tax differences.
- Research and draft tax memoranda on a variety of complex tax matters and provide well-organized verbal or written tax advice and assistance to tax operations and tax audit functions, especially as relates to Information Document Requests.
Requirements
- Economics/Finance/Law/Accounting degree, with further accredited accounting and/or tax qualification (e.g. CPA, Tax Expert).
- 8 years of US Tax experience in Big 4 and/or corporate department of a large publicly held multinational company.
Languages
- English
