Marc Holzer Email and Phone Number

- Acts as an expert resource working with designated internal customers groups, to implement employment tax compliance policies, processes and governance structures as per defined Employment Tax strategy- Works with internal customer groups to implement consistent employment practices from a Novartis Corporate and Legal Entity perspective, as per strategy defined by Head of Employment Taxes and Executive Taxation-Provides support and troubleshoots questions from Country and Regional employment tax managers-Leads Employment Tax projects with customer group, including, but not limited to, implementation of new tax law, compliance remediation activities, tax audits etc.-Responsible for managing individual cases for cross-border associates or Novartis executives, including working with external vendors and tax authorities to propose tax positions, ensure compliant employment set-up aligned to corporate legal entity structure, review the individual tax and compliance impact of proposed packages and working arrangements, and manage any manual interventions required to standard processes to ensure these are compliant-Works closely with Executive Payroll, Global Mobility, Equity and Benefits teams to ensure correct reporting and employment tax withholding (where relevant) for Novartis Executives- Takes ownership to investigate and resolve queries from Novartis Executives regarding their employment and personal taxes, working with internal teams and external vendors to answer/resolve their queries in a timely manner-Supports Head of Employment Taxes and Executive Taxation with NTL reporting for globally mobile Executives-Works closely with Senior Manager, Global Mobility Tax and Compensation services, to monitor performance of Global Tax Services Provider on individual cases and global processes, identify challenges, and works together to propose and implement remediation strategies

• Manages the day-to-day delivery of Novartis Global Tax Vendor services, and coordination with other internal Novartis teams and stakeholders• Responsible for monitoring the quality of services agreed with the Novartis Global Tax Vendor• Responsible for managing effective communications and timelines with external and internal teams to ensure timely delivery and completion of the above activities (e.g. monthly payroll deadlines, annual tax return preparation and filing deadlines)• Responds to ad-hoc questions from associates and GM Managers regarding vendor tax and compensation services, and payroll queries, bringing in the tax vendor where appropriate to help resolve• Assists with team development by delivering effective training on Global Mobility tax and compensation processes to the rest of the Global Mobility team. • Works closely with the NBS Employment Tax team to ensure appropriate sign-off on tax positions, any updates to the Tax Equalization Terms & Conditions, and to ensure that Global Mobility compliance processes adhere to Global Employment Tax strategy and meet global internal and external compliance and audit standards• Works closely with NBS Employment Tax team and Global Equity team, to monitor performance of Global Tax Services Provider on individual cases and global processes, identify challenges, and works together to propose and implement remediation strategies

- Manage the delivery of Global Mobility compensation administration services. Amongst other things, this will include: ensuring that delivery is in line with the agreed scope and quality considerations per the vendor contract and statement of work; responsible for troubleshooting and resolving problems; meetings with key cross-divisional stakeholders and building effective vendor relationships.- Review the performance of the compensation administration and tax service vendors to ensure compliance with agreed SLA’s and KPI’s (including working with procurement to ensure that the contract is up-to-date and aligned with business requirements).- Leads Global Mobility projects with internal and external stakeholders for continuous improvement of Global Mobility processes and guidelines. Amongst other things, this includes: - Management of tax services provider invoice process to ensure both high quality service delivery and continuous improvement. - Driving the delivery of enhancements to global equity service for mobile associates including working with Group Equity and the Global Mobility Centre of Excellence to achieve desired enhancements and assist, where relevant, with the transition of services to a new vendor.- Co-lead the Global Mobility annual salary review process and assist if required with the future implementation of e-comp.- Assist with team development by delivering effective training on defined Global Mobility processes. This will include, amongst other things, providing tax and social security support, interpretation of Global Mobility Terms & Conditions and handling specific cases and questions as they arise.

- Manage Global Mobility Associate Team and ensure assignments are administered correctly- Manage Global Mobility Payroll Specialist and together with Head of Global Mobility Taxation oversee the compensation process- Up skill Global Mobility Associates on optimal use of all systems and processes thereby reducing administration- Responsible for providing Global Mobility statistics and reporting to stakeholders, including Head of Global Mobility- Ensure effective training and development of team- Continue to drive one process culture and foster diversity and inclusion within the team- Support Head of Global Mobility and Head of Tax in any project around international relocation- Responsible for data accuracy for IA population in alignment with SLAs- Ensures strong communication across internal and external service providers, ensuring smooth work flow process, i.e. Destination Services, Housing, and Work Permits- Participate in ad-hoc projects and contribute to the development of Global Mobility- Manage and advise all users for Global Mobility systems like Global Advantage, ICT Tool and Relo.com- Partnering with Global Mobility Project Manager, manage and coordinate bi-annual COLA and FX updates- Partnering with Global Mobility Project Manager, manage and coordinate annual merit and incentive round

- Answer tax and social security related questions received from International assignee and business- Create and manage process on short-term incentive and long-term incentive taxation with tax vendor- Review hypothetical tax reconciliations- Analysis of paystub for International Assignee- Ensure the Global Mobility system calculates hypothetical tax correctly- Prepare ad-hoc tax comparisons- Provide quantitative analysis and explanations of cost projections- Review of cost projections prepared by Global Mobility Associate- Manage out of scope tax and social security requests from tax vendor- Train Global Mobility and business on tax policy- Maintain tax equalization policy with Head of Tax- Participate in ad-hoc projects and contribute to the development of Global Mobility- Ensure strong communication across internal and external service providers, ensuring smooth work flow process, i.e. destination services, housing, work permits and social security- Responsible that services are provided to Global Mobility Managers according to SLAs (Quality and Time)- Responsible for preparation of accurate IA initiations in GA database when needed- Review IA cost projections, compensation packages & tax calculations and assist in preparation when needed- Assist with bi-annual update of assignee packages, according to cost of living adjustments etc. if necessary- Mentor and on boards new staff- Assist Global Mobility payroll team

- Partner with Global Mobility Manager and prepare all IA contracts, compensation packages, cost projections, payroll instructions and initiate services with external vendors- Ensure regular update of International Assignments database, recording all assignment correspondence, balance sheets, cost projection & payroll instructions- Ensure that all relevant documentation, home & host housing, cross cultural training and schooling issues are initiated correctly- Processe the annual salary and incentive reviews based on the information provided by the client Team- Action bi-annual update of assignee packages, according to cost of living adjustments ec.- Action monthly payroll instructions and ensures effective implementation- Co-ordinate with Home and Host HR to process the annual salary review and incentive payout and manage the related payroll and tax issues- Administer assignee related expenses / allowances throughout the year- Ensure internal and external service providers initiated, ensuring smooth work flow process, i.e. Destination Services, Housing, Work Permits

- Preparation / Review of Swiss and US tax returns, US Hypotax calculations, tax equalization and cost projection calculations - Preparation of Certificates of Coverage for US expatriates- Review of paystubs for International expatriates- Yearly compensation review and authorization process- Review of Swiss and US salary statements- Managing billing process - Consulting on complex international tax questions- Review of tax withholding and taxable income for restricted stock units (RSU), non-qualified stock options (NQ), employee stock purchase plan (ESPP), incentive stock options (ISO) and stock appreciation rights (SARs)- Preparation of stock option sourcing spreadsheets for US tax returns

see above

See above

- Independent management of Far East imports, groupage traffics and FCL shipments- Day-to-day settlement and customer care - Analysis and control of incoming invoices - Correspondence with overseas agents and issue of shipping instructions - General forwarding activities in connection with the Basel gateway