Job Summary: The Tax Associate, Transfer Pricing works with a team of consulting economists to help multi-national companies correctly price their transactions between entities within their corporate group. This role assists with examining a variety of economic conditions and industry trends, evaluating clients' intercompany transactions and consulting with clients to set or substantiate prices charged between their related parties. The analysis of intercompany pricing is used to help companies with foreign and domestic tax regulations. This role will work a sporadic and fluctuating schedule. Job Duties: Information Gathering
- Assists in conducting client interviews to gather information on factors that can influence how inter-company transactions are priced, collecting the following information:
- Corporate structure
- Division of functional responsibilities among affiliated companies within the corporate group
- Distribution of risks among affiliated companies within the corporate group
- Value drivers for profitability
- Industry overview and competitive pressure
- Historical context of current circumstances
Financial Analysis
- Analyzes the evaluation of industry data and financial data from the client, which are collectively used to benchmark or document appropriate intercompany pricing policies
- Performs additional financial analysis, such as the evaluation of market penetration scenarios or calculating the value of intangible property
- Prepares project reports for clients, which include our approach, research, quantitative analysis and final results, these are used to document the extent to which a client's intercompany prices are in compliance with foreign and domestic tax regulations and present consulting advice
- Prepares presentations that report to our client the results of analyses and recommendations
Report Writing
- Writes industry overviews to provide a context for a company's current operating environment
- Writes descriptive functional analyses that are included in transfer pricing reports and documents
- Organizes and summarizes client provided information
- Takes interview notes and prepares detailed summaries for team members
- Proofreads and edits reports prior to delivering to clients
- Writes technical memos that describe the analytical process
Additional duties:
- Assist with preparation of internal and external presentations, research and training materials, and knowledge-sharing communications
- Participates in practice improvement initiatives
Other duties as required Supervisory Responsibilities:
Qualifications, Knowledge, Skills, and Abilities: Education:
- Bachelor's degree in Economics, Finance, Accounting, English, required
Experience:
- Internship within a professional services firm, preferred
- Prior experience working within a transfer pricing practice, preferred
Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, preferred
- Prior exposure to Go Systems, Bloomberg terminal, tax research databases (including Standard and Poor's or Moody's branded products) and/or other tax-related software, preferred
Other Knowledge, Skills & Abilities:
- Exceptional research, writing, and editing skills
- Skilled in detailed reading, proofing, and editing highly technical and descriptive material
- Able to independently produce the initial drafts of project deliverables are written reports
- Effective interpersonal skills and experience with presentations or public speaking
- Ability to work collaboratively in small and large groups
- Able to communicate directly with clients in a professional and confident manner
- Strong analytical and basic research skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Capable of working in a deadline-driven environment and handle multiple projects simultaneously
- Able to research taxation topics and communicate or compose written analysis effectively
- Basic understanding of transfer pricing and the desire to learn more about the industry
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