US Tax Lead

• Lead the preparation of the Group's US income tax provision for financial reporting
• purposes
• Compile and review the calculation of the effective US income tax rate
• Compute and coordinate the remittance of estimated income tax payments and final tax
• payments at the US federal, state and local levelsCoordinate and track relevant data for preparation of US income tax returns
• Develop quarterly transfer pricing adjustment recommendations to management
• Assist accountants with management of indirect tax processes on an as needed basis
• Manage correspondence and interactions with tax authorities, reconciliation of income
• tax accounts and the reports to management
• Co-lead the income tax audit process with tax analysis, information gathering, preparing
• responses to information requests, status documentation and communication with
• relevant tax authorities
• Collaborate in the operational planning process to identify any tax withholding and
• liability issues, and propose alternate scenarios to mitigate risk and exposure
• Research, identify and communicate trends and developments in US federal and state
• income tax which are relevant to the businesses
• Manage accumulated earnings with focus on dividend recommendations to management
• Work with the Chief Financial Officer-Family Office on special projects, transactions and
• North American tax planning in order to provide tax and operational efficiencies
• Manage the external service providers relating to all US income tax matters
• Other responsibilities as assigned

• Must be a self-starter
• Demonstrated attention to detail, professional attitude, and ability to maintain
• confidentiality
• Demonstrated excellent interpersonal, communication, and presentation skills
• Demonstrated ability to collaborate and work effectively with accounting and finance
• professionals
• Demonstrated expertise in the use of programs such as Microsoft Excel with strong use
• of pivot tables and macros
• The ability to work independently and complete tasks
• Detail oriented with a personal commitment to task completion
• Strong analytical capability, sound business sense and creative mind

• Bachelor's degree in Tax, Accounting, Business or Finance
• Professional accounting designation (CPA)
• 5-7 years of progressive US income tax experience with a public accounting firm or a
• mid-level tax position in industry
• Strong understanding of US GAAP and IFRS principles and experience in preparing
• financial statement notes relating to income taxes
• Working knowledge of US tax research tools and tax software
• Proven experience advising on complex US corporate income tax issues and general
• business matters

Morgan McKinley