4 Tax Planning jobs in Middleton
Tax Manager - US Tax Compliance

Posted 10 days ago
Job Viewed
Job Description
A vacancy has arisen for a North American based Tax Manager to join the Amex GBT Tax team to assist with managing the US federal, state income tax and indirect tax compliance. You would initially form part of a small team focused on US tax matters, although the North American team is expected to increase significantly by the end of the year. The role offers the successful candidate the chance to be an important member of and contributor to an ambitious, dynamic and influential corporate function.
This is a high profile, hands-on role, with a varied US tax focus that will develop and broaden your US and international tax knowledge as well as your tax accounting expertise in some. You will be offered unrivalled exposure to complex issues and experiences to further your career, as well as the opportunity to make your mark as Amex GBT pushes ahead with its strategy for growth.
Amex GBT Tax currently operates a relatively flat reporting structure, thus promoting a strong team ethic. The position will report into the Tax Director - US Tax Compliance and Reporting and work alongside other members of the global tax team, as well as interacting with Amex GBT colleagues at all levels across the organization and external advisers.
This is a remote role, although depending upon the location of the successful candidate, it may be possible to offer a hybrid work arrangement.
**What You'll Do:**
+ Managing co-sourced advisers to ensure that Amex GBT meets its US tax filing obligations and makes tax payments in a timely manner
+ Working alongside Amex GBT International Tax and Transfer Pricing colleagues on the consequences on ETR/cash taxes including planning and modelling (e.g. US tax consolidation, NOL utilisation, s382/SRLY limitations, GILTI, BEAT, DCLs, FDII, FTCs) to ensure accurate treatment and disclosure on the US federal and state income tax returns.
+ Involvement on SALT planning for both direct and indirect taxes, working alongside Indirect Tax subject matter experts
+ Ad hoc projects and involvement on US tax audits as necessary
+ Development of junior staff
**What We're Looking For:**
+ have a minimum of 6 years' relevant US tax experience in the majority of the areas detailed above, gained either in practice and/or in-house
+ be a CPA or have a relevant US tax qualification
+ be able to demonstrate a strong understanding of US domestic tax law and a reasonable understanding of international tax rules. As the spectrum of this role is broad, appropriate support will be provided on any developmental areas
You should also be able to demonstrate the following attributes:
+ thrive in a dynamic and fast-paced environment
+ self-starter and able to work with minimal guidance
+ teammate with strong interpersonal skills
+ strong analytical skills and challenging mind, prepared to ask and explain "why" rather than "what"
+ ambitious to succeed and strong drive to push tasks through to completion,
+ good organizational skills and able to work to tight deadlines
+ an ability to think outside of the box and beyond tax, with a "can do" attitude,
+ strong decision maker but pragmatic
+ excellent Excel skills
+ experience of using NetSuite/financial reporting software would be an advantage
**Location**
Canada
**The #TeamGBT Experience**
Work and life: Find your happy medium at Amex GBT.
+ **Flexible benefits** are tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and wellbeing resources to support you and your immediate family.
+ **Travel perks:** get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals.
+ **Develop the skills you want** when the time is right for you, with access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first.
+ **We strive to champion Inclusion** in every aspect of our business at Amex GBT. You can connect with colleagues through our global INclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action.
+ And much more!
All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law.
Click Here ( for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance.
Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult the Amex GBT Recruitment Privacy Statement ( .
**What if I don't meet every requirement?** If you're passionate about our mission and believe you'd be a phenomenal addition to our team, don't worry about "checking every box;" please apply anyway. You may be exactly the person we're looking for!
Click Here to Learn More (
Advisor, Financial Planning & Analysis

Posted 10 days ago
Job Viewed
Job Description
Finance business partner for supply chain service offering.
Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as necessary.
**_Responsibilities_**
+ Business partner to business operations director(s)
+ Own monthly results analysis, focused on volume, rate, mix analysis
+ Build cross functional businesses cases / deal models
+ Support customer facing conversations to educate and problem solve
+ Partner with accounting and core cross functional teams
+ Revamp reporting and business story telling mechanisms
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
+ Intermediate/Advanced Microsoft Excel skills preferred
+ Business partnering and strong communication skills preferred
+ Data visualization and querying complex data a plus
+ Experience with SAP a plus
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Advisor, Financial Planning & Analysis - Supply Chain

Posted 10 days ago
Job Viewed
Job Description
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Support Global Supply Chain and Operations team in achieving financial goals, managing key initiatives, and partnering cross-functionally
+ Responsible for supporting a complex portfolio of replenishment and distribution centers across North America, partnering with site leaders to understand performance and drive operational results
+ Responsible for Financial Reporting, Planning and Analysis, Monthly forecast, Long-Range planning (Annual Budget) and Monthly results reporting and analytics
+ Assist in driving month-end close responsibilities
+ Develop analytics and ad-hoc analysis to support Inventory and Tangible Capital, Capital Expenditures, and Transportation
+ May contribute to the development of policies and procedures
+ Completes work independently; receives general guidance on new projects
+ Works cross functionally across various levels of leadership to clearly articulate financial performance in partnership with operational metrics
**_Qualifications_**
+ Bachelor's degree in finance or related field preferred, or equivalent work experience preferred
+ 4-8 years of experience preferred
+ SAP knowledge preferred
+ Strong technical skills in Excel, Power BI, and Tableau preferred
+ Strong communication and analytical skills
+ Experience in supply chain or related field preferred but not required
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Block Advisor Tax Advisor
Posted 7 days ago
Job Viewed
Job Description
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day.As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, youll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.
Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.
It would be even better if you also had.- CPA or Enrolled Agent certification
- Experience completing business tax returns
- Experience conducting virtual tax interviews
- Sales and/or marketing experience
- Bachelors degree in accounting or related field
- Build year-round client relationships
- Provide tax preparation, tax audit support and tax planning year-round
- Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
- Generate business growth, increase client retention, and offer additional products and services
- Grow your tax expertise
Your Expertise
- 5+ years of tax experience
- Experience completing individual tax returns
- Tax planning and audit support
- Ability to effectively communicate in person and virtually
- Comfort working with virtual tools video conferencing and chat
- Experience working in a fast-paced, supportive environment
- Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
- Must complete continuing education requirement and meet all other IRS and applicable state requirements
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
- Employee Assistance Program with Health Advocate.
- Wellbeing program , BetterYou, to help you build healthy habits.
- Neurodiversity and caregiver support available to you and your family.
- Various discounts on everyday items and services.
- Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
- Check out all available benefits at
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If youre looking to make an impact, H&R Block is the place for you.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
#14124
Be The First To Know
About the latest Tax planning Jobs in Middleton !