Tax Strategy and Planning Manager (hybrid)
Columbus, OH jobs
Tax Strategy and Planning Manager
New role created to support ongoing commercial development deals and provide tax planning support.
Summary
The Tax Strategy and Planning Manager is responsible for strategic tax planning and compliance for complex business initiatives and transactions. It involves advising on tax implications for infrastructure and energy projects, reviewing contractual tax provisions, and supporting acquisitions and divestments. The role requires strong technical research skills to address intricate tax issues and proactive monitoring of legislative changes to safeguard the company's tax position. Success in this role demands exceptional analytical ability, clear communication with senior leadership, and collaborative problem-solving across finance, legal, and business teams. The Manager is a self-motivated team player with proven tax technical expertise, organizational strength, effective communication, and project management skills. Known for producing high-quality, timely work, the Manager demonstrates flexibility, intellectual curiosity, and a commitment to continuous improvement in processes, deliverables, and professional expertise.
Essential Functions
Collaborate with cross-functional teams, including tax, finance, legal, and business development, to ensure alignment of tax planning strategies and deal execution.
Advise on the tax implications of new business initiatives, including infrastructure development and energy-related projects.
Conduct technical tax research and prepare memoranda and supporting documentation on complex tax issues.
Review and provide guidance on tax-related provisions in commercial contracts, particularly those involving data center development, energy procurement, and regulated entities.
Monitor and assess the impact of legislative and regulatory developments on the company's tax position and strategy.
Support tax analysis for acquisitions, transfers, divestments, and other complex transactions, including structuring and risk evaluation.
Required Qualifications For Position
Bachelor's Degree In Accounting or equivalent
At least 5 years of public accounting and/or corporate tax experience at a publicly traded company,
Strong analytical, technical, and research skills.
Skilled in drafting clear and persuasive technical memos and presentations for both tax professionals and business stakeholders.
Demonstrated ability to take ownership and deliver accurate, timely results.
Effective communicator with the ability to tailor messaging for senior leadership, as well as train and support staff and business partners.
Collaborative problem-solver with a track record of building consensus around tax solutions.
Excellent organizational skills and ability to manage multiple priorities simultaneously.
Certified Public Accountant (CPA) Upon Hire
Preferred Additional Qualifications for Position
Juris Doctor (JD) from an accredited university
1-3 years Tax contract review experience
1-3 years Utility industry experience
As a public utility, NiSource is required to provide continuous service to customers at all times. To ensure we fulfill that obligation, employees may be required to work outside their normal work hours and perform tasks outside of their normal responsibilities in support of emergency operations.
Work Authorization
Authorized to work in the United States without requiring sponsorship.
Workplace Connection
Value inclusion within your day to day responsibilities by respecting others perspectives/convictions, engaging others opinions, creating a safe environment where people, ideas, and opinions are valued within your Team/Customers and external partners.
Respect the unique lived experiences within your Team/Customers and external work partners by valuing different world views, challenges, and cultures that represents all walks of life and all backgrounds.
Treat others with respect and consideration. Actively participate in creating and contributing to a positive work environment.
Equal Employment Opportunity
NiSource is committed to providing equal employment opportunities in each of its companies to all employees and applicants for employment without regard to race, color, religion, national origin or ancestry, veteran status, disability, gender, age, marital status, sexual orientation, gender identity, sex (including pregnancy, lactation, childbirth or related medical conditions), genetic information, citizenship status, or any protected group status as defined by law. Each employee is expected to abide by this principle.
By applying, you may be considered for other job opportunities.
ADA Accommodations
If you need a reasonable accommodation to participate in any part of the hiring process or to perform the essential functions of the position, please contact OneHR at ****************** or **************
Safety Statement
Promote a safe work environment by actively participating in all aspects of our employee safety program. Report any unsafe conditions and take actions to prevent personal injuries. Support our interdependent safety culture by ensuring the safety of your co-workers. Stay focused on the task at hand and promote productivity through good work habits.
E-Verify
NiSource participates in the U.S. Department of Homeland Security's E-Verify program. As part of this process, we provide the following notices to all job applicants: These documents inform you of your rights and responsibilities under U.S. law. You can view or download them using the links below:
E-Verify Poster (English and Spanish) E-Verify Participation Poster English and Spanish
Right to Work Poster (English and Spanish) If you have the right to work, don't let anyone take it away
Salary Range*:
$110,200.00 - $165,300.00
*The salary offered to a candidate is based on several factors including but not limited to the candidate's skills, job-related knowledge, and relevant experience, as well as internal pay equity.
Posting Start Date:
2025-12-16
Posting End Date (if applicable):
2026-01-05Please note that the job posting will close on the day before the posting end date.
Auto-ApplyTax Planning Manager
Columbus, OH jobs
Job Posting End Date
01-05-2026
Please note the job posting will close on the day before the posting end date.
Manage federal, state, local and international tax planning and analysis activities for the AEP System. Activities include transaction analysis, tax entity structuring, project due diligence, merger and acquisition planning, and business unit project planning. Provide guidance to internal customers on legislative, regulatory and forecasting efforts, assures tax planning implementation through compliance reviews and assists with federal and state audit defense.
Job Description
What You'll Do:
Manage the tax research and planning aspects of merger, acquisition and disposition transactions including due diligence, financial analysis and entity structuring along with the coordination of outside service providers.
Manage the day-to-day tax planning projects for business unit transactions.
Coordinate with all areas of the tax organization to assure seamless implementation of tax planning strategies.
Contribute to departmental internal controls and service quality through research, risk analysis, documentation and targeted tax compliance reviews.
Provide input concerning risk analysis surrounding uncertain tax positions and audit defense efforts with respect to tax positions claimed on tax returns.
Support federal, state & local tax legislation efforts.
Support departmental regulatory processes through analysis and testimony related to tax planning projects.
Monitor and report on AEP's state and local tax posture and related compliance requirements.
What We're Looking For:
Education:
Bachelor's degree in business from an accredited college or university.
Experience:
Tax Planning Manager: (Grade 9)
Six (6) years of tax experience to include management of domestic and/or international planning, compliance, and audit work.
Tax Planning Manager: (Grade 10)
Eight (8) years of tax experience to include management of domestic and/or international planning, compliance, and audit work.
Two (2) years direct supervisory experience.
License/Certifications:
CPA, CMA, CIA, or Law Degree preferred
Where You'll Work:
On-Site in AEP Headquarters in Columbus, OH
What You'll Get:
Base salary ranging from $112,869 - $172,333
Short-term incentive
Long-term incentive with Grade 10
Comprehensive benefits: medical, dental, vision, 401K
AEP pension
Where Putting the Customer First Powers Everything We Do!
At AEP, we're more than just an energy company - we're a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you!
#LI-ONSITE
#AEPCareers
Compensation Data
Compensation Grade:
Compensation Range:
$112,869.00 - $146,730.50
The Physical Demand Level for this job is: S - Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
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It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.
Auto-ApplyManager General Taxes - Tax Planning - Akron FirstEnergy Headquarters
Akron, OH jobs
FirstEnergy at a Glance
We are a forward-thinking electric utility powered by a diverse team of employees committed to making customers' lives brighter, the environment better and our communities stronger.
FirstEnergy (NYSE: FE) is dedicated to integrity, safety, reliability and operational excellence. Headquartered in Akron, Ohio, FirstEnergy includes one of the nation's largest investor-owned electric systems, more than 24,000 miles of transmission lines that connect the Midwest and Mid-Atlantic regions, and a regulated generating fleet with a total capacity of more than 3,500 megawatts.
About the Opportunity
This is an open position with FirstEnergy Service Company, a subsidiary of FirstEnergy Corp.
The Manager, General Taxes, is responsible for compliance, accounting, forecasting, and planning for a wide variety of indirect taxes, including real and personal property taxes; sales and use taxes; gross receipts taxes (including kilowatt hour and commercial activity taxes); federal excise taxes; and federal tax information reporting on Forms 1099 and 1042. The Manager will be responsible for managing the work of external firms pursuant to compliance service agreements and leading several internal direct reports. The Manager will be expected to minimize tax liability through strategic planning initiatives, drive innovation across compliance functions (including through automation or AI where appropriate), strengthen controls and procedures, and handle audits and appeals.
The Manager will report to the Director, Tax Planning and will be onsite at our FirstEnergy Headquarters in Akron, OH.
Responsibilities include:
Review and approve monthly / quarterly / annual journal entries, account reconciliations, variance analysis, and financial reporting
Review and approve tax returns and payments
Review and approve annual budgets and long-term forecasts
Provide data and analysis to support various regulatory filings
Perform tax research and draft technical memoranda
Draft responses, position papers, and/or petitions to support tax audit defense, refunds, and appeals
Collaborate with leadership in areas of the business most impacted by these tax types, including Supply Chain, Accounts Payable, Customer Billing, Real Estate, Human Resources, Treasury, and Rates & Regulatory Affairs.
Participate in special projects in the Tax or Controller's departments, or represent the Tax department on cross-functional teams throughout the company
Take the initiative to solve problems and bring issues to closure
Act ethically and with integrity in all aspects of the job
Demonstrate a continuous improvement mindset
Demonstrate a commitment to performance excellence
Demonstrate a commitment to safety
Promote a diverse and inclusive working environment
Qualifications include:
Minimum 7-10 years' experience in corporate tax department or equivalent experience in accounting or consulting firm
Bachelor's degree in accounting or other business-related field with accounting certification required
CPA, master's degree in taxation, or J.D., preferred
Experience leading teams or special projects
Experience managing external accounting firms or loaned staff
Strong communication skills, with the ability to synthesize complex tax concepts and effectively explain the business impacts to management
Critical thinking skills and high learning agility
Proficient in Microsoft Office applications (Word, Excel, PowerPoint), and ability to learn other company specific applications
Benefits, Compensation & Workforce Diversity
At FirstEnergy, employees are key to our success. We depend on their talents to meet the challenges of our changing business environment. We are committed to rewarding individual and team efforts through our total rewards philosophy which includes competitive pay plus incentive compensation, a company-sponsored pension plan, 401(k) savings plan with matching employer contribution, a choice of medical, prescription drug, dental, vision, and life insurance programs, as well as skills development training with tuition reimbursement. Please visit our website at *********************** to learn more about all of our employee rewards programs. FirstEnergy proudly supports workforce diversity. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with a disability. No recruiters or agencies without a previously signed contract. Unable to sponsor or transfer H-1B visas at this time.
Safety
Safety is a core value for FirstEnergy and is essential to all of our business activities. We ensure employees have the tools, information, and processes to perform their duties in a manner that assures safety for themselves, their co-workers, our customers and the public. Our goals are to provide a safe work environment, to maintain an accident-free, injury-free workplace, and to promote and maintain public safety. To meet these goals, we dedicate ourselves to achieving world-class safety standards.
Position Classification
Exempt
FirstEnergy Human Resources Team
Auto-ApplyTax Strategy and Planning Manager (hybrid)
Columbus, OH jobs
Tax Strategy and Planning Manager * New role created to support ongoing commercial development deals and provide tax planning support. The Tax Strategy and Planning Manager is responsible for strategic tax planning and compliance for complex business initiatives and transactions. It involves advising on tax implications for infrastructure and energy projects, reviewing contractual tax provisions, and supporting acquisitions and divestments. The role requires strong technical research skills to address intricate tax issues and proactive monitoring of legislative changes to safeguard the company's tax position. Success in this role demands exceptional analytical ability, clear communication with senior leadership, and collaborative problem-solving across finance, legal, and business teams. The Manager is a self-motivated team player with proven tax technical expertise, organizational strength, effective communication, and project management skills. Known for producing high-quality, timely work, the Manager demonstrates flexibility, intellectual curiosity, and a commitment to continuous improvement in processes, deliverables, and professional expertise.
Essential Functions
* Collaborate with cross-functional teams, including tax, finance, legal, and business development, to ensure alignment of tax planning strategies and deal execution.
* Advise on the tax implications of new business initiatives, including infrastructure development and energy-related projects.
* Conduct technical tax research and prepare memoranda and supporting documentation on complex tax issues.
* Review and provide guidance on tax-related provisions in commercial contracts, particularly those involving data center development, energy procurement, and regulated entities.
* Monitor and assess the impact of legislative and regulatory developments on the company's tax position and strategy.
* Support tax analysis for acquisitions, transfers, divestments, and other complex transactions, including structuring and risk evaluation.
Required Qualifications For Position
* Bachelor's Degree In Accounting or equivalent
* At least 5 years of public accounting and/or corporate tax experience at a publicly traded company,
* Strong analytical, technical, and research skills.
* Skilled in drafting clear and persuasive technical memos and presentations for both tax professionals and business stakeholders.
* Demonstrated ability to take ownership and deliver accurate, timely results.
* Effective communicator with the ability to tailor messaging for senior leadership, as well as train and support staff and business partners.
* Collaborative problem-solver with a track record of building consensus around tax solutions.
* Excellent organizational skills and ability to manage multiple priorities simultaneously.
* Certified Public Accountant (CPA) Upon Hire
Preferred Additional Qualifications for Position
* Juris Doctor (JD) from an accredited university
* 1-3 years Tax contract review experience
* 1-3 years Utility industry experience
As a public utility, NiSource is required to provide continuous service to customers at all times. To ensure we fulfill that obligation, employees may be required to work outside their normal work hours and perform tasks outside of their normal responsibilities in support of emergency operations.
Work Authorization
Authorized to work in the United States without requiring sponsorship.
Workplace Connection
Value inclusion within your day to day responsibilities by respecting others perspectives/convictions, engaging others opinions, creating a safe environment where people, ideas, and opinions are valued within your Team/Customers and external partners.
Respect the unique lived experiences within your Team/Customers and external work partners by valuing different world views, challenges, and cultures that represents all walks of life and all backgrounds.
Treat others with respect and consideration. Actively participate in creating and contributing to a positive work environment.
Equal Employment Opportunity
NiSource is committed to providing equal employment opportunities in each of its companies to all employees and applicants for employment without regard to race, color, religion, national origin or ancestry, veteran status, disability, gender, age, marital status, sexual orientation, gender identity, sex (including pregnancy, lactation, childbirth or related medical conditions), genetic information, citizenship status, or any protected group status as defined by law. Each employee is expected to abide by this principle.
By applying, you may be considered for other job opportunities.
ADA Accommodations
If you need a reasonable accommodation to participate in any part of the hiring process or to perform the essential functions of the position, please contact OneHR at [email protected] or **************
Safety Statement
Promote a safe work environment by actively participating in all aspects of our employee safety program. Report any unsafe conditions and take actions to prevent personal injuries. Support our interdependent safety culture by ensuring the safety of your co-workers. Stay focused on the task at hand and promote productivity through good work habits.
E-Verify
NiSource participates in the U.S. Department of Homeland Security's E-Verify program. As part of this process, we provide the following notices to all job applicants: These documents inform you of your rights and responsibilities under U.S. law. You can view or download them using the links below:
* E-Verify Poster (English and Spanish) E-Verify Participation Poster English and Spanish
* Right to Work Poster (English and Spanish) If you have the right to work, don't let anyone take it away
Salary Range*:
$110,200.00 - $165,300.00
* The salary offered to a candidate is based on several factors including but not limited to the candidate's skills, job-related knowledge, and relevant experience, as well as internal pay equity.
Posting Start Date:
2025-12-16
Posting End Date (if applicable):
2026-01-05
Please note that the job posting will close on the day before the posting end date.
Tax Planning Manager
Columbus, OH jobs
Job Posting End Date 01-05-2026 Please note the job posting will close on the day before the posting end date. Manage federal, state, local and international tax planning and analysis activities for the AEP System. Activities include transaction analysis, tax entity structuring, project due diligence, merger and acquisition planning, and business unit project planning. Provide guidance to internal customers on legislative, regulatory and forecasting efforts, assures tax planning implementation through compliance reviews and assists with federal and state audit defense.
Job Description
What You'll Do:
* Manage the tax research and planning aspects of merger, acquisition and disposition transactions including due diligence, financial analysis and entity structuring along with the coordination of outside service providers.
* Manage the day-to-day tax planning projects for business unit transactions.
* Coordinate with all areas of the tax organization to assure seamless implementation of tax planning strategies.
* Contribute to departmental internal controls and service quality through research, risk analysis, documentation and targeted tax compliance reviews.
* Provide input concerning risk analysis surrounding uncertain tax positions and audit defense efforts with respect to tax positions claimed on tax returns.
* Support federal, state & local tax legislation efforts.
* Support departmental regulatory processes through analysis and testimony related to tax planning projects.
* Monitor and report on AEP's state and local tax posture and related compliance requirements.
What We're Looking For:
Education:
* Bachelor's degree in business from an accredited college or university.
Experience:
Tax Planning Manager: (Grade 9)
* Six (6) years of tax experience to include management of domestic and/or international planning, compliance, and audit work.
Tax Planning Manager: (Grade 10)
* Eight (8) years of tax experience to include management of domestic and/or international planning, compliance, and audit work.
* Two (2) years direct supervisory experience.
License/Certifications:
* CPA, CMA, CIA, or Law Degree preferred
Where You'll Work:
* On-Site in AEP Headquarters in Columbus, OH
What You'll Get:
* Base salary ranging from $112,869 - $172,333
* Short-term incentive
* Long-term incentive with Grade 10
* Comprehensive benefits: medical, dental, vision, 401K
* AEP pension
Where Putting the Customer First Powers Everything We Do!
At AEP, we're more than just an energy company - we're a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you!
#LI-ONSITE
#AEPCareers
Compensation Data
Compensation Grade:
Compensation Range:
$112,869.00 - $146,730.50
The Physical Demand Level for this job is: S - Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.