General Tax Lead

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 

If you are a General Tax Lead looking for an opportunity to grow, Copeland has an exciting opportunity for you Based in our Monterrey, Mexico location, you will be a key leader within our Global Business Services (GBS). This is a highly skilled role where you will contribute to the success of our global tax function by supervising the day-to-day processing of tax-related activities. You will oversee senior and junior analysts responsible for analyzing complex tax data, supporting compliance, reporting, and planning efforts. You will also be responsible for helping drive forward our strategic initiatives and will work closely with Supply Chain, Sales, Compliance, AR, and AP Departments.

AS A GENERAL TAX LEAD, YOU WILL:

• Tax Calculation & Filing: Lead the filing of annual income tax returns and submit monthly/quarterly sales tax filings in accordance with country-specific regulations.

• Tax Strategy & Reconciliation: Ensure maintenance of transfer pricing documentation, contribute to tax planning strategies to optimize efficiency, and ensure compliance with intercompany netting restrictions.

• Tax Payments & Foreign Trade: Ensure compliance with country-specific tax payments (e.g., Brazil's ICMS) in collaboration with AP, and oversee the customs payment process (e.g., Mexico's PECE).

• Compliance: Review and register supplier-issued documents for compliance (e.g., Mexico's Complemento de Pago, Constancia de Situación Fiscal (CSF), Opinión Positiva SAT).

• Global Tax Support: Govern tax master data, monitor ongoing tax compliance, address tax-related inquiries from all stakeholders, and conduct periodic audits.

SCHEDULE: This position follows standard business hours.

REQUIRED EDUCATION, EXPERIENCE, & SKILLS:

• Bachelor's degree in taxation, finance, accounting, Business Administration or a related field.

• 4 - 7 years of relevant experience with tax accounting and Technical Accounting.

• Ability to oversee a group of tax analysts.

• Strong knowledge of Mexican tax law and SAT regulations.

• Fluency in English and proficiency in Spanish (both spoken and written).

• Proficiency with Microsoft Office Suite and familiarity with financial software such as Oracle ERP Suite.

• Solid regional accounting knowledge (i.e., US GAAP, IFRS).

• Strong analytical skills, excellent attention to detail, and ability to work under tight deadlines.

PREFERRED EDUCATION, EXPERIENCE, & SKILLS:

• Master's degree in one of the fields mentioned above.

• A CPA (Contador Público Certificado), Enrolled Agent designation, or local equivalent.

• Intermediate Portuguese.

Collaboration First Hybrid Work Arrangements: This role is hybrid eligible with the requirement to be in office at least three days per week. Colleagues are expected to demonstrate a collaboration first mindset, which is the understanding that teams will work together 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 team and leader to determine when you should be in office to drive meaningful connections and to best serve our customers.

About our Location Our office is located in Monterrey, a major industrial and business hub in northern Mexico. Known for its dynamic economy and strong professional workforce, Monterrey offers a vibrant environment for career growth. You will be joining a key operational site for Copeland in Latin America.

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.