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Morgan Stanley · 2 days ago

Director of Payroll Tax

Alpharetta, GA

Full-time

Onsite

Mid, Senior Level

5+ years exp

Morgan Stanley is a leading player in the global financial services industry, committed to excellence and innovation. They are seeking a Director of Payroll Tax for the Americas to manage tax filings, ensure compliance, and improve payroll tax processes while collaborating with various departments.

Asset ManagementFinanceFinancial ServicesLending

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

Qualification

US indirect tax complianceCanadian Payroll tax reconciliationSAPADP Tax Filing SystemsSix Sigma principlesAnalytical skillsData querying skillsInterpersonal skillsPresentation skillsCommunication skillsCollaborationCritical thinkingInitiative-taking

Required

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 in the financial services industry, SAP and ADP Tax Filing Systems

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