Director of Payroll Tax

Morgan Stanley•Alpharetta, GA

About The Position

- Identify and implement process improvements and streamlining with respect to International and US Domestic Payroll Taxes and their payroll tax reporting process. - Prepare Tax Filings and payments for filings not supported from our third-party vendor, such as Nevada Modified Business Tax, Washington Workers Comp, Ontario EHT, and Quebec RL1 Summary. - Responsible for the preparation, research and resolution of Tax Agency Notices and Amendments processed through our third-party vendor. - Research and resolve Payroll Tax Fallouts and register for new jurisdictions as applicable. - Ability to review and audit key imputed income, equity, and deferral processes to ensure the proper taxation. - Create and process corrected W-2s for employees. - Perform Canadian Payroll tax reconciliation at year-end and sign-off for T4's and RL's. - Reconcile Canada and US Domestic Payroll Taxes and request applicable funding for all payrolls. - Research and prepare responses to Agency Audits, Bureau of Labor Statistics (BLS), Multi-Worksite and Occupational Employment and Wage Statistics (OEWS) Reports. - Assist Canadian employees with inquiries related to their taxes and tax forms. - Provide payroll tax reporting to Corporate Tax, HR Benefits, and Finance as needed. - Build partnerships with Human Resources, Finance, and Corporate Legal and Tax departments.

Requirements

Preferred 5 or more years of experience in US indirect tax compliance, audits, or related work in public or private accounting, or equivalent experience; preferably with SaaS and/or digitized/online products experience.
Experience working with all US jurisdictions and Canadian provinces and territories.
Proven history of managing projects and continuously reviewing and improving processes, leveraging core Six Sigma principles.
Strong interpersonal, presentation, and communication skills with the ability to develop internal and external networks.
Critical thinking and self-review capabilities.
Strong control focus while maintaining an elevated level of client service.
Initiative-taking, with a desire to succeed and develop professionally and personally.
Ability to multi-task in a challenging environment and be a collaborator.
Confident working with colleagues in worldwide business locations.
Focus on collaboration across teams and geographic regions.
Proficiency with Microsoft Office and financial systems, as well as strong analytical, reporting, and data querying skills.

Nice To Haves

Experience in the financial services industry, SAP and ADP Tax Filing Systems is a plus but not required.

Responsibilities

Identify and implement process improvements and streamlining with respect to International and US Domestic Payroll Taxes and their payroll tax reporting process.
Prepare Tax Filings and payments for filings not supported from our third-party vendor, such as Nevada Modified Business Tax, Washington Workers Comp, Ontario EHT, and Quebec RL1 Summary.
Responsible for the preparation, research and resolution of Tax Agency Notices and Amendments processed through our third-party vendor.
Research and resolve Payroll Tax Fallouts and register for new jurisdictions as applicable.
Ability to review and audit key imputed income, equity, and deferral processes to ensure the proper taxation.
Create and process corrected W-2s for employees.
Perform Canadian Payroll tax reconciliation at year-end and sign-off for T4's and RL's.
Reconcile Canada and US Domestic Payroll Taxes and request applicable funding for all payrolls.
Research and prepare responses to Agency Audits, Bureau of Labor Statistics (BLS), Multi-Worksite and Occupational Employment and Wage Statistics (OEWS) Reports.
Assist Canadian employees with inquiries related to their taxes and tax forms.
Provide payroll tax reporting to Corporate Tax, HR Benefits, and Finance as needed.
Build partnerships with Human Resources, Finance, and Corporate Legal and Tax departments.