Senior Manager, Indirect Tax M&A, Integrations, & Incentives

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Job Summary

The Senior Manager, Indirect Tax - M&A Integrations & Incentives serves as a technical indirect tax lead responsible for managing complex multistate tax activities across M&A transactions, US Oncology Network (USON) practicemanagement onboarding, and state & local credits, incentives, and exemptions.
This role partners closely with Corporate Tax, Legal, Finance, and Operations to evaluate risk, guide transaction structure, and ensure seamless postclose integration into McKesson's systems and processes.
The Senior Manager also acts as the primary indirect tax pointofcontact for USON businesses while supporting incentiverelated advisory, reviews, and compliance tracking.

Key Responsibilities

1. M&A Due Diligence & PostClose Integrations (Primary Workstream)

• Lead indirect tax due diligence for acquisitions, affiliations, and divestitures.
  • Identify sales & use tax, business license, unclaimed property, and nexusrelated risks and exposures.
  • Analyze transaction data to quantify liabilities and prepare due diligence reports.
• Advise Corporate Tax and M&A teams on:
  • Taxability of transaction structures
  • Revenue flows, entity setup, registrations
  • Nexus creation and operational compliance risks
• Serve as an Integration Project Manager, collaborating with Indirect Tax SMEs to ensure:
  • Sales & use tax and business license registrations are completed
  • ERP tax configuration and exemption management are implemented
  • Unclaimed property processes are incorporated
  • Fixed asset and propertytax data are collected and transitioned
• Oversee the onboarding timeline until operational compliance is established (filings cadence, data flow, handoff to operations).

2. McKesson's U.S. Oncology & PracticeManagement Onboarding

• Act as the Indirect Tax POC for the Oncology practice network and similar practicemanagement businesses.
• Coordinate indirect tax workstreams for new medical practice affiliations, including:
  • Sales & use tax and business license compliance
  • Unclaimed property requirements
  • Registration tracking, onboarding, and process integration
• Provide indirect tax advisory to support ongoing operational needs, issue resolution, and compliance reviews.

3. Credits, Incentives & Exemption Support

• Lead or support state & local credits, incentives, exemptions, including:
  • Advisory support on sales tax incentive requirements (exemption certificates, invoice language, documentation).
  • Reviewing refund claims, incentive reports, and supporting documentation prepared by business partners.
  • Submitting reviewed filings to jurisdictions when required.
• Support property tax incentive reporting and calendaring in partnership with the Property Tax SME.
• Identify and elevate opportunities for tax savings, credits, refunds, or incentive optimization across projects and expansions.

Additional Responsibilities

• Support audit defense for pre and posttransaction periods; manage documentation, analyses, and technical tax positions.
• Present findings, risks, and recommendations to senior leadership and crossfunctional stakeholders.
• Contribute to process improvement, operational efficiency, and bestpractice development within Indirect Tax.
• Perform other projects as assigned.

Qualifications

Key Skills

• Demonstrated expertise in multistate sales & use tax, nexus analysis, registration and compliance, and business license requirements.
• Strong experience in due diligence, risk assessment, and integration project management.
• Advanced Excel skills and proven ability to analyze large datasets and draw conclusions.
• Exceptional communication skills with experience presenting to leadership.

Required

• Degree or equivalent and typically requires 10+ years of relevant experience. Less years required if has relevant Master's, Doctorate, or CPA qualifications.
• 7-10+ years of indirect tax, M&A, or transactionrelated experience (corporate or consulting).

Preferred

• CPA, CMI, MST, or other relevant certifications.
• Experience in healthcare, distribution, or practicemanagement environments.
• Exposure to credit & incentives, exemptions, and refund claim processes.
• Proficiency with ERP systems (SAP, JDE, PeopleSoft) and indirect tax tools.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, pleaseclick here.

Our Base Pay Range for this position

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