FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access
to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
Locations: New York City & Norwalk, CT
Working Environment: Hybrid
FactSet is looking for an experienced, and analytical tax professional to join its Global Tax Team as Senior Manager, International Tax. You will oversee international tax compliance, provision and planning processes for the company. This will include supporting the Global Tax Department by preparing supporting schedules for tax calculations, transfer pricing, ETR forecasts and tax audit requirements. You will also coordinate with external advisors and collaborate across functions to enhance and improve financial systems and external reporting associated with international matters.
What you’ll do:
- Knowledge of international tax rules and regulations relevant to our business model.
- Provide global oversight and review with respect to foreign income tax audits including investigating and preparing responses to notices and inquiries from various taxing authorities.
- Responsible for U.S. international income tax analysis to support the quarterly ASC 740 global tax provision
- Support the quarterly reviews and annual audit of the US international and material foreign tax accounting provisions with our external US financial statement auditors. The U.S. international tax expertise should include a working knowledge of 987, 988, GILTI, Sub F, FDII, BEAT and FTC rules.
- Review of the Company’s foreign ASC 740 uncertain tax positions analysis and documentation of conclusions in annual memorandums
- Stay abreast of tax law changes in the U.S. and in the key foreign jurisdictions we operate to manage risk and identify potential planning opportunities.
- Perform research related to international tax issues as they arise and document tax implications
- Manage the execution and strategic oversight of the OECD's Pillar Two framework, including cross-functional collaboration with finance, legal and other teams to satisfy compliance requirements and to implement restructuring to minimize implications of the new rules
- Lead modeling effort to quantify tax impacts from changes in rules and regulations
- Work collaboratively and proactively with other FactSet’s tax teams including SALT, European, indirect, planning and global tax provision
- Optimize tax processes, including development and implementation of procedural changes and/or enhancement of existing processes to improve the tax function, including through automation
- Management of other compliance deliverables including FBAR, FATCA, Form 1042 reporting, treaty certificates, Form W8s, etc
- Develop and execute tax planning strategies including driving cash repatriation efforts and supporting M&A transactions and internal restructurings.
- Coach and mentor junior team members; assess performance and provide feedback
Required Skills:
- Bachelor’s degree
- 8+ years international tax experience
- Strong knowledge of ASC 740 income tax accounting
- Experience with tax policy, research, modeling, and strategic tax planning
- Familiarity with Thomson Reuters ONESOURCE Tax Provision software
- Organized, detail-oriented, analytical, and able to manage multiple tasks in a fast-paced environment
- Strong written and verbal communication skills
- Demonstrated ability to effectively multitask and manage multiple deadlines.
- Demonstrated ability to work independently and manage execution of day-to-day responsibilities.
- Demonstrated ability to quickly understand and explain complex tax technical issues.
- Proven ability to work cross-functionally and develop relationships with other corporate teams.
- Ability to work a hybrid schedule (three days a week) from an office in NYC or Norwalk, CT
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Desired Skills:
- CPA/JD and/or MST
- Big 4 tax experience
- In-house experience with a US multinational in the finance/technology sector
The budgeted salary range for this position in the State of Connecticut and NYC is $155,000 - $180,000.
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
Learn more about our benefits here.
Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.
Company Overview:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify
VEVRAA Federal ContractorRequest Priority Protected Veteran & Disabled Referrals for all of our locations within the stateThe EEO is the Law poster is available here.FactSet Research Systems Inc. endeavors to make our website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact recruiting@factset.com.Equal Opportunity Employment PolicyIt is the policy of FactSet Research Systems Inc. ("FactSet") to provide equal employment and advancement opportunities to all qualified employees and applicants for employment regardless of their race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, physical or mental disability, genetic information, protected veteran status, pregnancy, military or military reserve obligations, or any other class or status protected by law. This policy applies to all policies and procedures related to recruitment, hiring, training, promotion, compensation, benefits, transfer, discharge, and other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. If you have questions concerning this policy, please contact the Human Resources department at +1 (203) 810-1000.