Sr. Manager, Tax Planning

Carrier is a leading global provider of innovative HVAC, refrigeration, fire, security and building automation technologies leading to safer, smarter, sustainable, and high-performance buildings. Carrier’s businesses enable modern life by delivering efficiency, safety, security, comfort, productivity, and sustainability across a wide range of residential, commercial, and industrial applications. About This Role Excellent opportunity for a motivated and strategic thinker to assume a Manager role within the tax organization. This role will be the tax focal point for Carrier’s tax planning activity and will regularly interface with the BU’s Finance and Business Operations and Regional Tax teams. The role will also support Carrier’s M&A activity and will be working with all corporate functions beyond tax, such as business development, finance, accounting, legal, and treasury. As a global company, Carrier is dedicated to strategic growth, continually driving a dynamic environment. Our tax planning team is expanding to match the organization’s focus and continued investment in the M&A space and the evolving business footprint. The role offers an opportunity to be part of a growing tax department and assist in managing Carrier’s tax planning and strategy around the world. Key Responsibilities Work with an existing team to help manage and support Carrier’s M&A work and tax planning initiatives, including due diligence, structuring, and post‑acquisition implementation strategies to reduce the company’s effective tax rate, and assist business development and other corporate functions with tax issues. Specific responsibilities may include, but are not limited to: Foreign, federal, and state tax planning Plan and implement strategies to reduce the company’s effective tax rate Align tax optimization strategies with business objectives Model and execute such strategies Cross‑functional teaming with business development, legal, and accounting Align tax optimization strategies with business objectives Model and execute such strategies Support tax planning with tax modeling and data analytics Advise the corporate business development, finance, and business unit teams on tax considerations of M&A deals Structure buy and sell deals from a US & international tax perspective Conduct due diligence or reverse due diligence on targets Post‑acquisition integration planning and execution Partnering with the tax reporting team on the tax accounting implications of the deal Required Qualifications Bachelor’s degree in accounting, economics, finance or business 5+ years of M&A or international tax experience in a large multi‑national, corporate tax or accounting/legal firm environment Preferred Qualifications Technical Competencies Advanced degree (J.D., LL.M., or MST) is preferred or alternatively, a CPA Tax efficient supply chain planning experience is a plus Knowledge of US federal and international tax concepts, including Subchapter C, and Subchapter K, international mergers, acquisitions, dispositions, outbound transfers, Subpart F, GILTI, FDII, BEAT and foreign tax credits M&A skillset specifically related to post‑acquisition integration work is a plus Base working knowledge of transfer pricing rules/concepts and indirect taxes (VAT, GST) Tax modeling skills, IP planning, and legal entity rationalization experience is highly preferred Must be a strategic thinker with strong business sense, capable of understanding the broader business and finance initiatives and their interrelation with tax Needs to have excellent communication and interpersonal skills with the ability to collaborate across functional areas of the organization beyond tax Enabling Competencies Demonstrated interpersonal skills, including ability and desire to communicate and collaborate across functional areas of the organization beyond tax Corporate business sense and creative problem‑solving skills Self‑motivated, able to work independently and meet deadlines Able to multitask and have excellent organizational and time management skills Strong excel and data analytic skills Strong written and verbal communication skills Strong project management skills Ability to work under high pressure and tight deadlines Teamwork – desire to work with others and share responsibilities #J-18808-Ljbffr Carrier