US Indirect Tax Vice President
About The Position
The US Indirect Tax Vice President is a Vice President-level position in Morgan Stanley’s Tax & Advisory job family. Reporting to the Head of State and Local Tax, the role 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, tax research, form preparation and review, exemption certificate collection, and coordination with governmental agencies and offshore compliance teams. It also advises Morgan Stanley business units on sales and use tax taxability, planning, and structuring, and helps improve and streamline indirect tax processes. Morgan Stanley’s Tax Department is responsible for global tax compliance, tax accounting, business unit tax advice, and tax planning. The Finance Division supports the Firm’s books and records, risk management, regulatory relationships, and financial reporting.
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.
- Financial services industry experience 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 tax 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.
- Address sales and use tax inquiries from Morgan Stanley business units concerning taxability, planning, and structuring.
- Provide indirect tax advice and oversight of indirect tax coverage for the US region.
Benefits
- Morgan Stanley-sponsored benefit programs and employee benefits and perks; specific benefits are not listed.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
