Role Description
A typical day combines technical analysis, project ownership, client communication, and coordination across a high-volume portfolio of transfer pricing matters. Examples of responsibilities include:
-
Own day-to-day execution of transfer pricing engagements from kickoff and information gathering through draft, review, finalization, and delivery.
-
Analyze trial balances, segmented P&Ls, intercompany transaction schedules, financial statements, forecasts, and supporting workpapers.
-
Build and review tested-party calculations, PLIs, year-end true-up models, and other Excel-based analyses that tie to the report and source data.
-
Prepare U.S. transfer pricing documentation, local files, planning memoranda, policy summaries, benchmarking studies, and annual refreshes.
-
Draft and revise client-ready deliverables, respond to reviewer comments, and perform final quality control.
-
Design and execute comparable-company searches, including search strategy, quantitative screening, functional review, independence checks, and acceptance/rejection rationales.
-
Prepare interview guides and lead/support client fact-finding interviews, translating the business into functional, risk, and value-chain analyses.
-
Communicate directly with clients and foreign advisers regarding data requests, open items, technical questions, status, and next steps.
-
Support transfer pricing policy design and implementation across services, distribution, manufacturing, licensing, financing, etc.
-
Review intercompany agreements for consistency with the operating model and TP policy and identify gaps.
-
Maintain project trackers, deadlines, file organization, and engagement status, surfacing budget, timing, scope, and data issues early.
-
Coordinate with internal tax, audit, valuation, customs, international tax, and outside TP teams.
-
Use approved tools and technology to improve research, drafting, comparison, tracking, and quality review while independently validating the output.
Qualifications
-
At least two years of transfer pricing experience, with meaningful exposure to documentation, benchmarking, financial analysis, or policy work.
-
Ownership of assigned workstreams, understanding the purpose of the analysis, and moving projects forward without waiting for step-by-step direction.
-
Ability to identify gaps, inconsistencies, and risks early, propose a practical path forward, and know when to escalate.
-
Work that is technically supportable, well organized, and ready for efficient senior manager/partner-level review.
-
Highly proficient in Excel and Word and comfortable working with financial statements, trial balances, and large or imperfect datasets.
-
Strong research, analytical, writing, organizational, and presentation skills.
-
Clear and professional communication with clients, teammates, and outside advisers, including concise status updates and actionable requests.
-
Detail-oriented, self-motivated, responsive, and comfortable managing shifting priorities in a fast-paced environment.
-
Effective in a small, collaborative team and willing to contribute across technical, client service, project-management, and practice-building needs.
-
Improvement of repeatability by developing better templates, prompts, workpapers, checklists, and project-management practices.
-
Bachelor's degree in Accounting, Finance, Economics, Business, or another relevant discipline; a master's is preferred.
-
Experience with Capital IQ, transfer pricing databases, local/master file documentation, valuation, controversy, customs, or AI-enabled workflows is a plus.
-
Must be authorized to work in the United States now or in the future without visa sponsorship.
Benefits
-
Generous paid time off.
-
Comprehensive medical, dental, and vision insurance.
-
401(k) profit sharing.
-
Life and disability insurance.
-
Lifestyle spending account.
-
Certification incentives.
-
Education assistance.
-
Referral program.
Company Description
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first.