US Indirect Tax Executive Director

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from over 1,000 offices in multiple countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Finance Division

The Finance Division reports to the Chief Financial Officer and consists of over 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to Firmwide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

Tax Department

The Tax Department reports to the Deputy Chief Financial Officer and consists of some 200 employees worldwide. The Tax Department is responsible for global tax compliance, tax accounting, business unit tax advice and tax planning for the Firm.

Role Summary

Reporting to the Head of State and Local Tax, the US Indirect Tax Executive Director is required to provide indirect tax advice and oversight of indirect tax coverage for the US region. US indirect taxes covers sales and use taxes, personal property taxes, and business licenses. The role excludes coverage of non-US indirect taxes.

Responsibilities Will Include

• Help identify and implement process improvements and process streamlining with respect to US indirect taxes
• Assist with US indirect tax audits and coordinate with governmental agencies
• Conduct tax research and written memoranda as required
• Prepare and review some US indirect taxation forms
• Manage our exemption certificate collection process
• Assist the offshore compliance team with various technical inquiries, trainings, and review functions
• Review and reconcile data reports used in our US indirect tax processes
• Address sales and use tax inquiries from various Morgan Stanley business units on taxability, planning, and structuring.
• Preferred 12 or more years' experience of 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 in the financial services industry a plus but not required
• Proven track record of managing projects and of continuously reviewing and improving process required
• Strong interpersonal, presentation and communication skills with the ability to develop internal and external networks
• Must have 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 multi-task in fast paced environment and be a team player
• 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
• Experience with Checkpoint and/or CCH tax research tools

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between $160,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.