Manager, Transfer Pricing & Tax Planning

Copeland; Monterrey; Hybrid; MXN 1,000,000 - 1,500,000; Full time

Benefits offered by this job

Hybrid in Monterrey (office-first)

Job summary

Copeland in Monterrey, Mexico is seeking a Transfer Pricing Manager to lead global TP documentation, controversy support, and planning with cross-regional teams. You will mentor staff and collaborate with finance and business partners worldwide.

The role emphasizes English communication, multi-region coordination, and building standardized TP processes within a hybrid Monterrey setup.

Qualifications

• 8–12 years of transfer pricing experience in professional services or in-house.
• Experience leading a centralized TP documentation model and teams.
• Proficiency with Microsoft Office; exposure to TP systems preferred.
• Strong English communication across regions and functions.

Responsibilities

• Lead global TP documentation coordination with advisers and finance teams.
• Oversee data collection, benchmarking, and consistency of TP narratives.
• Improve documentation workflows, templates, and reviews.
• Manage day-to-day TP processes, royalties, and intercompany charges.
• Support audits, APA/MAP, and planning initiatives with stakeholders.

Skills

MS Office

HFM/Oracle/OneSource

Analytical skills

Attention to detail

English communication

Education

Bachelor's degree in Accounting/Finance/Economics

Tools

HFM, Oracle, OneSource

Job description

Hybrid

Monterrey, Mexico

Full time

JR

About Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

We are a sustainable company engaged to the values of Excellence, Innovation, Collaboration, Respect and Responsibility. We seek professionals who share our vision of creating sustainable solutions that improve lives and protect the planet, today and for future generations.

We are looking for your talent, join our team and start your journey today!

Transfer Pricing Manager

Job Summary

We are seeking a Transfer Pricing Manager to support and lead global transfer pricing documentation, controversy support, and planning initiatives within a multinational organization. This role will play a central part in operating and continuously improving a global TP documentation model, while serving as a key technical and people leader within the broader tax function.

The role requires a professional who is fluent in English, experienced working across regions and time zones, and comfortable mentoring staff while partnering closely with finance and business stakeholders worldwide.

Key Responsibilities

1. Global Transfer Pricing Documentation Leadership

• Lead the end-to-end coordination of global transfer pricing documentation with external advisers and internal finance professionals, including local files and master files across multiple jurisdictions.
• Oversee functional analyses, data collection, and benchmarking processes.
• Ensure consistency of TP narratives, methodologies, and economic results across regions.
• Actively improve and standardize documentation workflows, templates, and review processes.

2. Transfer Pricing Operations & Governance

• Own and manage day-to-day operational transfer pricing processes, including reviewing calculation of intercompany royalties, HQ fees, and other recurring intercompany charges.
• Understand and document legacy transfer pricing methodologies and lead efforts to standardize calculations, improve transparency and repeatability, reduce manual work, and control risk.
• Serve as a key point of contact for internal and external stakeholders.

3. Controversy & Audit Support

• Support transfer pricing audits and inquiries across multiple regions.
• Coordinate with external advisors and internal teams to ensure clear, consistent positions.
• Assist with APA, MAP, and other controversy-related processes as needed.

4. Transfer Pricing Planning Support

• Support transfer pricing planning initiatives related to changes in business operations or supply chain; IP or DEMPE-related analyses; updates to intercompany pricing policies.
• Review financial and valuation-based analyses in support of planning projects.
• Partner with senior TP leadership to assess risk, implement changes, and operationalize outcomes

5. People Leadership & Mentorship

• Directly manage and mentor junior transfer pricing professionals
• Review work product and provide technical and professional development feedback
• Foster a culture of team stability, engagement, and high-quality delivery
• Contribute to training materials and onboarding of new TP staff

Qualifications

Education: Bachelor's degree in Accounting, Finance, Economics, or a related field (Master's preferred).

Experience: 8-12 years of transfer pricing experience in both professional services and/or in-house environments, including managing a centralized TP documentation model, leading and developing teams, and coordinating with external advisors.

Skills

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with software systems such as HFM, Oracle and Onesource is preferred.
• Excellent analytical and problem-solving skills.
• Strong attention to detail and ability to manage multiple tasks efficiently.
• Good communication skills in English, both written and verbal.

Reports To: Director, Transfer Pricing & Tax Planning

Working Conditions

• Hybrid role in Monterrey, with flexibility for remote work. Standard working hours with the possibility of extended hours during peak tax periods. Occasional international travel may be required.

Office First Hybrid Work Arrangements

This role is hybrid eligible with the requirement to be in office at least three day per week. Colleagues are expected to demonstrate and office first mindset, which is the understanding that teams will collaborate in-person and colleagues should be flexible to adjust their hybrid days based on business needs. You will have an opportunity to work with your teams and leader to determine when you should be in office to drive meaningful connection and to best serve our customers

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That's why everything we do is geared toward a sustainable future-for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

Together, we have the opportunity - and the power - to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, or disability. We are committed to providing a workplace free of any discrimination or harassment.

No calls or agency requests please.

With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.