Intercompany Services Benefit-Test Director

The mandate

This project will design and prove a benefit-test and charging model for selected intercompany services. The bounded problem is that cost pools, recipients, allocation keys, shareholder exclusions and evidence of benefit are not consistently connected. The assignment must produce calculations and contemporaneous support that finance teams can operate; it does not commission a general redesign of shared operations.

Milestone one, due in week five, is a reconciled service and cost-pool inventory with provider, recipient, activity, owner, ledger source and current charge identified. Milestone two, at month three, is an accepted benefit-evidence framework and exclusion record. Milestone three, at month five, is the approved charging specification, allocation-key rationale, markup treatment and pilot calculation.

The fourth milestone is a controlled operating pack, sampled evidence, recipient certification, training assessment and first-cycle report due in month six. The Global Transfer Pricing Head accepts technical policy and benefit conclusions; the designated controllership owner accepts cost reconciliation, posting design and recurring evidence controls.

The client will provide service catalogues, cost centres, ledger extracts, agreements, personnel access, budgets and prior calculations. Acceptance requires cost-pool reconciliation, supported recipient benefit, explicit shareholder or duplicative exclusions, reasoned allocation keys and a reproducible pilot. Contract drafting, operating-model redesign, return preparation and controversy defence remain outside scope.

What you will own

• Reconcile material service activities and cost pools to ledger sources, providers, recipients, agreements and current charging outcomes.
• Distinguish chargeable services from shareholder activity, duplication, incidental benefit, stewardship and costs lacking sufficient recipient nexus.
• Define contemporaneous benefit evidence appropriate to each service family without requiring artificial documentation disproportionate to risk.
• Select allocation keys that explain expected benefit and remain measurable, stable and reviewable across future cycles.
• Specify direct and indirect cost treatment, pass-through items, markup logic, exclusions, true-ups and approval thresholds.
• Pilot the model using production-representative data and reconcile calculated charges to accounting entries and recipient certifications.
• Train permanent tax and finance owners through a new-service classification case and a disputed-recipient exception.
• Submit the accepted service inventory, evidence model, calculation files, control matrix, exclusions and sustainment calendar.

Candidate qualifications

• At least 16 years in transfer pricing, including Director-level responsibility for intercompany service policy and operational charging.
• A benefit-test project where you removed a charge, recipient or cost because contemporaneous evidence did not support it.
• Deep knowledge of shareholder activity, duplication, low-value services, direct charging, indirect allocation, markups and pass-through costs.
• Evidence of reconciling service cost pools to ledgers and translating policy into repeatable finance-owned calculations.
• Experience selecting an allocation key for expected benefit rather than data convenience, including its limitations.
• Ability to resolve tax, operational and controllership disagreement without letting a model conceal unresolved facts.
• Completion discipline demonstrated through pilot evidence, separate technical and accounting acceptance, and operator testing.

Working terms and boundaries

• The six-month project requires four days a week and releases fees against four accepted deliverables rather than attendance.
• Transfer Pricing accepts benefit and policy analysis; controllership separately accepts cost, calculation and posting-control integrity.
• Service catalogues, ledger extracts, agreements, owner access and prior calculations are dated client dependencies.
• Contract drafting, shared-service redesign, filing work and controversy support are excluded unless added through written variation.
• Final acceptance requires a reconciled pilot, cleared critical defects, evidenced recipients, trained operators and residual-risk ownership.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 8 October 2026. Mandate reference TAX-CON-2026-NYC-36.