Tax Planning Director jobs in United States
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Southern Company · 1 day ago

Tax Planning Director

Southern Company is a leading energy provider serving 9 million customers across the Southeast and beyond. They are seeking a Director of Tax Planning to lead the Tax Planning group, manage tax-related matters, and advise the Tax VP on strategic tax initiatives.

EnergyNatural ResourcesNuclear
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Leading the technical tax capabilities of the SO tax team on Federal and state income tax matters
Developing, supervising, nurturing and driving tax planning team members to enable team results that drive value for our customers and shareholders
Producing and/or reviewing technical memorandums, presentations and whitepapers on tax matters of particular strategic importance to the Company
Managing the work-product and financial arrangements on technical projects with outside law and CPA firms
In conjunction with the D.C. office, the position is expected to advance legislative and regulatory guidance/initiatives to maximize value to our customers and shareholder while minimizing enterprise risk
Actively participate and influence outside tax and industry trade groups, such as EEI, ACP, NEI and TEI
Key Advisor to Tax VP and CFO on tax matters including but not limited to risk management, people development, culture building and maximizing tax planning opportunities

Qualification

Federal income taxState income taxTax planningPublic accounting experienceM&A activityRisk managementSense of urgencyEffective communicationCollaboration skills

Required

Master's degree in Tax or JD required
Minimum of 15 years of professional experience in Federal income tax and solid understanding of core state income tax concepts
A minimum of 2 years of experience in public accounting or at a law firm is required, preferably at an international firm (such as Deloitte, EY, KPMG, or PwC) or a nationally recognized law firm
Experience leading tax engagement on significant business transactions such as large asset acquisition and divestitures, business M&A activity and other high-profile commercial transactions
Effective communication skills both written and oral is a “must-have” skill
Strong risk management skills with ability to see various potential interpretations of tax law and professional courage to advise candidly
Ability to collaborate with and work across the diverse groups within the SO tax team (Planning, Tax Accounting and Forecasting, Non-Income taxes)
In office professional expectation (4 days a week) with professional flexibility afforded to initiative-taking tax professional
Sense of urgency, when required, and a strong bias for action and timely work product whether individually contributed or through team efforts

Preferred

LLM degree is preferred

Benefits

Competitive base salary
Annual incentive awards for eligible employees
Health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being
Incentive program

Company

Southern Company

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Southern Company headquartered in Birmingham, Alabama, is the shared services division of Southern Company.

H1B Sponsorship

Southern Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (4)
2020 (3)

Funding

Current Stage
Public Company
Total Funding
$6.16B
Key Investors
GRIP Program
2025-10-03Post Ipo Equity· $1.75B
2025-05-20Post Ipo Debt· $1.45B
2024-10-21Grant· $160M

Leadership Team

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Thomas Fanning
President and CEO
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David Poroch
Chief Financial Officer
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Company data provided by crunchbase