Director, M&A and Technical Project Lead

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger.

Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

How you'll make an impact

As a key member of Gallagher global tax team, this role is primarily responsible for overseeing the tax strategy and compliance aspects of Gallagher’s global M&A pipeline as well as review of related aspects of Gallagher’s tax return filings and provision computations. As a member of global tax leadership, broad responsibilities include:

M&A

Communicating regularly with the Global VP of Tax, regarding management of material tax risks and opportunities with global M&A activities;

Advising internal stakeholders on a variety of tax-related M&A topics related to the acquisition, integration, or disposal of corporations, partnerships and JVs, including buy side and sell side due diligence, tax-free integration and reorganizations, carve out planning and tax structuring, the preservation and utilization of tax attributes, and the impact of local, state, federal and US cross-border tax rules on these transactions. This area of responsibility would include:

Analyzing complex ideas or proposals and build a range of meaningful recommendations.

Ensuring that transactions are structured in the most tax efficient manner permitted within both US and local tax law;

Ensuring that all tax positions taken in regard to significant M&A activity can be robustly defended and, where a position has been adopted which may conflict with tax authorities’ published view, it will be reserved or disclosed as required by local law;

Using multiple sources of information including broader stakeholder views to develop solutions and recommendations.

Using data and insights to inform conclusions and support decision-making.

Managing a variety of viewpoints to build consensus and create positive outcomes for all parties.

Participating in and, where tax relevant, leading discussions involving relevant members of the finance, legal, treasury and regulatory teams about significant transactions or new technical developments;

Leading the Federal tax diligence around US legal entity rationalization initiatives, including creating and guiding other functions through step decks that have considered both the federal and state tax consequences of such initiatives.

Simplifying complex messages, highlighting and summarizing key points.

Developing and maintaining summaries of significant tax attributes and deal contributions from Tax

Developing and maintaining tax models to support the financial planning and analysis function as requested by management

Performing tax research and maintains a continuing awareness of developments and changes in tax laws and tax accounting guidance;

Serving as a tax technical resource to support various team members (Fed and International Tax teams, Finance, Legal, HR, etc).

Communicating technical tax issues clearly to business leaders and working effectively across all levels of internal process owners and external advisors.

U.S. Income Tax Planning & Compliance

• Consults on the preparation of all US federal income tax returns and review of such filings to extent related to significant deal implications and new technical developments.
• Considers, develops and proposes strategic tax planning where opportunities are identified.
• Assists with IRS tax audits and related matters: preparing responses, creating schedules, etc. particularly as it relates to acquisitions, integrations, or dispositions and certain complex technical tax items
• Communicates the effects of regulatory tax developments to management and creates strategies to capitalize on changes to taxation legislation.
• Leads various projects impacting the future strategy of the tax compliance function.
• Periodically reviews and updates Company policies to ensure they are tax compliant.
• Communicating with and assisting the State and International tax teams in understanding the likely tax consequence of relevant transactions.

Tax Accounting

Supporting Global Tax Accounting Director in relation to analyses and controls which are in place and required to accurately and timely calculate the tax provision, particularly as it relates to tax accounting for M&A activities and US federal tax positions;

Reviewing financial statements tax disclosures related to significant transactions prior to approval;

Operational Leadership

Hiring, developing and reviewing lower-level tax resources as necessary to support the significant transactions and U.S. federal income tax positions in the most cost-effective manner as approved by upper management.

Maintaining regular dialogue with the other relevant tax personnel and advisers about transactions and ensure that appropriate professional working relationships are developed;

About You

Required

Bachelor's degree and 8 years related experience required.

Preferred

• 9+ years of experience as a US tax practitioner in a public accounting firm or in industry, 6+ of which should be experience in a management role.
• Extensive experience in US corporate income tax, specifically in the public sector and with mergers and acquisition transactions. Experience with PE deals a plus.
• International/cross border tax planning and experience with tax regimes outside the US is an asset.
• Professional Accounting or Legal Designation (CPA, CA, MST, JD, LLM).
• Experience with corporate income and indirect tax audits by the IRS, particularly in the areas of purchase accounting and M&A related tax attributes.
• Strong accounting, analytical, and tax research skills and,
• Excellent written and oral communication skills.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

Competitive compensation

Comprehensive benefits programs designed to support your well-being

Career development opportunities and ongoing learning

A collaborative, people-first culture with accessible leadership

The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)