US Indirect Tax Vice President

Morgan Stanley • New York, NY

22h

About The Position

Morgan Stanley is hiring a Vice President in its Tax Department, within the Tax & Advisory job family. Reporting to the Head of State and Local Tax, this position provides indirect tax advice and oversight for the US region, covering sales and use taxes, personal property taxes, and business licenses. The role does not cover non-US indirect taxes.

The position supports US indirect tax compliance, audits, research, process improvement, and advice to Morgan Stanley business units on taxability, planning, and structuring. It also works with governmental agencies and the offshore compliance team, manages exemption certificate collection, and reviews and reconciles data used in US indirect tax processes.

Requirements

• Preferred 10 or more years of experience in US indirect tax compliance, audits, or related work in public or private accounting, or equivalent experience.
• Proven track record of managing projects and continuously reviewing and improving processes.
• Strong interpersonal, presentation, and communication skills, with the ability to develop internal and external networks.
• Ability to think critically and self-review.
• Strong control focus while maintaining a high level of client service.
• Self-motivated, with a desire to succeed and develop professionally and personally.
• Ability to multitask in a fast-paced environment and work as a team player.
• Confidence 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.
• Experience with Checkpoint and/or CCH tax research tools.

Nice To Haves

• Experience with SaaS and/or digitized or online products is preferred.
• Experience in the financial services industry is a plus but not required.

Responsibilities

• Identify and implement process improvements and streamline US indirect tax processes.
• Assist with US indirect tax audits and coordinate with governmental agencies.
• Conduct tax research and prepare written memoranda as required.
• Prepare and review some US indirect taxation forms.
• Manage the exemption certificate collection process.
• Assist the offshore compliance team with technical inquiries, training, and review functions.
• Review and reconcile data reports used in US indirect tax processes.
• Respond to sales and use tax inquiries from Morgan Stanley business units concerning taxability, planning, and structuring.

Benefits

• Morgan Stanley-sponsored employee benefit programs and perks; the description characterizes them as attractive and comprehensive.
• The company states that it supports employees and their families throughout their work-life journey.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed