2,661 jobs for "Planning Advisor"

US Indirect Tax Vice President

At Morgan Stanley - New York

Posted on Oct 28

View job Apply on company site

Executive Director, Consumer Bank Northeast Division Business Manager

At JPMorgan Chase - Jersey City

Posted on Oct 27

View job Apply on company site

Security Partner

At Experian - Remote / Flexible

Posted on Oct 27

View job Apply on company site

Investment Consultant - The Woodlands, TX

At Fidelity Investments - The Woodlands · Houston

Posted on Oct 27

View job Apply on company site

Investment Consultant - Scottsdale, AZ

At Fidelity Investments - Scottsdale · Phoenix

Posted on Oct 27

View job Apply on company site

Investment Consultant - Sugar Land, TX

At Fidelity Investments - Sugar Land

Posted on Oct 27

View job Apply on company site

Investment Consultant - Dunwoody, GA

At Fidelity Investments - Dunwoody

Posted on Oct 27

View job Apply on company site

Principal Customer Success Manager, Strategic - France

At Atlassian - Remote / Flexible

Posted on Oct 27

View job Apply on company site

Investment Consultant - Raleigh, NC

At Fidelity Investments - Raleigh

Posted on Oct 26

View job Apply on company site

Senior Group Manager, Audit - Cybersecurity (ATH 1099)

At TD Bank - Toronto

Posted on Oct 26

View job Apply on company site

Vice President, Head of Sales Operations, North America

At Visa - San Francisco

Posted on Oct 26

View job Apply on company site

Sr. Contract Performance Manager

At GE Vernova - Remote / Flexible

Posted on Oct 25

View job Apply on company site

Sr. Contract Performance Manager

At GE Vernova - Remote / Flexible

Posted on Oct 25

View job Apply on company site

Director, Financial Management (FP&A)- Card

At Capital One - McLean · New York

Posted on Oct 25

View job Apply on company site

Solar Technology and Energy Consultant

At Leidos - Denver

Posted on Oct 24

View job Apply on company site

Director, Senior Event Planner

At Morgan Stanley - New York

Posted on Oct 24

View job Apply on company site

Payroll Strategy and Operate Senior Manager

At Deloitte - Atlanta · Austin

Posted on Oct 24

View job Apply on company site

Sr. Contract Performance Manager

At GE Vernova - Remote / Flexible

Posted on Oct 23

View job Apply on company site

PIA Client Service Associate (12M STA)

At TD Bank - Markham

Posted on Oct 23

View job Apply on company site

Relationship Manager

At Bank of America - Charlotte

Posted on Oct 23

View job Apply on company site

Morgan Stanley

US Indirect Tax Vice President

New York, NY$120,000 – $205,000Posted 11 days ago

Apply on company site View full job

Company Profile

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

This is a Vice President level position within the Tax & Advisory job family which ensures compliance with income and indirect tax filings, reports tax information for the Firm's regulatory filings, manages the Firm's global tax authority relationships, including tax controversy, and monitors relevant tax regulations and legislation. Additional responsibilities include managing the Firm's domestic and international tax strategies, determining the Firm's transfer pricing policies and advising Senior Management and BUs on business products, strategic transactions and restructuring objectives.

Reporting to the Head of State and Local Tax, the US Indirect Tax Vice President 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.

What you'll do in the role:

• 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; and

• Address sales and use tax inquiries from various Morgan Stanley business units on taxability, planning, and structuring.

What you'll bring to the role:

• Preferred 10 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 using AI for sales-and-use tax

• 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 VerTex

• Experience with Checkpoint and/or CCH tax research tools

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $120,000 and $205,000 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

About Morgan Stanley

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.

Size: 10,000+ employees
Industry: Financial Services

View company profile