McKesson’s Corporate
Sr Manager, Indirect Tax
McKesson’s Corporate, Irving, Texas, United States, 75084
Job Description: Sr Tax Manager
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Indirect Tax – Exemption Documentation Processes and Sales/Use Tax ResearchDescriptionMcKesson is in the business of better health, and we touch the lives of patients in virtually every aspect of healthcare. We partner with payors, hospitals, physician offices, pharmacies, pharmaceutical companies and others across the spectrum of care to build healthier organizations that deliver better care to patients in every setting. We believe in the importance of strong, vital organizations because we know that patients can only be healthy when our system is healthy.Every single McKesson employee contributes to our mission—by joining McKesson you act as a catalyst in a chain of events that helps millions of people all over the globe. Talented, compassionate people are the future of our company—and of healthcare. At McKesson, you’ll collaborate on the products and solutions that help us carry out our mission to improve lives and advance healthcare. Working here is your opportunity to shape an industry that’s vital to us all.We understand the importance of a system that works together. Your expertise, drive and passion can help us improve everything we touch, from providers to payors to pharmacies. Join our team of leaders to begin a rewarding career.Wherever you contribute here at McKesson, you will have the ability to make a real impact in the lives of others.Current NeedWe have a current need for a Sr. Tax Manager – Indirect Taxes. The responsibilities include managing Indirect Transaction Tax Exemption Documentation team with exemption documentation and process activities ensuring compliance with all U.S. State and Local taxing jurisdiction rules, regulations, collection and retention requirements for all McKesson businesses; reviewing, evaluating, and driving improvements within related processes, including tax credits, and leading implementation/upgrade of tracking software programs; engaging with assigned business unit personnel to provide sales/use tax exemption documentation consulting, understand business changes to provide business unit with the sales/use tax exemption documentation implications and incorporate any changes into documentation compliance activities, where applicable. Also responsible for ensuring timely “refreshes” of exemption documentation, assisting with implementing acquisition exemption documentation compliance procedures, authoring and maintaining SOPs for sales/use tax exemption documentation team, assisting on SUT audits, as needed, and assisting Director – Indirect Tax with U.S. State and Local taxability research, including analyzing tax regulations and providing recommendations to support tax planning and compliance efforts; monitor legislative and regulatory changes as they pertain to U.S. Indirect Tax; assist in the review of sales tax returns and payments process; assisting Indirect Tax Leadership with project work, as assigned. Responsible for the managing, mentoring, and development of 2 – 5 SUT exemption documentation team members.Position DescriptionManages activities of functional area through first level managers and specialist individual contributors. Assists with the development of group, function, department goals, performance standards / metrics. Accountable for customer satisfaction, programs, products, employees for assigned area of responsibility.Partners with Tax Leadership on identifying process improvement initiatives. Takes the lead in implementing agreed on initiatives. Examples of such initiatives include projects to streamline processes for the company’s exemption documentation collection and issuance and refreshing the documentation on established or required basis. Also interfaces with other members of the Tax Team concerning improvement initiatives.Liaison with internal cross-functional teams to develop integrated exemption documentation compliance to facilitate overall sales and use tax compliance and audit defense processes.Works with indirect tax leadership and assigned business leaders concerning collection of customer exemption documentation and issuance of vendor exemption documentation, review and approval of customer tax credits, and the related documentation retention.Researching exemption documentation requirements as needed, special projects, new acquisitions, and coordinating with Tax Leadership.Maintains current and accurate exemption documentation SOPs.Responsible for meeting all required deadlines. Maintains current knowledge of tax laws affecting the company. Assists in tax audits and other duties as determined relating to the exemption documentation function.Partner with Indirect Tax audit team concerning exemption documentation supporting audit defense and incorporating identified and agreed upon improvements within the exemption documentation processes, including updating customer account tax class.Identify process improvements for the exemption documentation team, and work with colleagues to achieve consensus and implement quantitative and qualitative material improvements.Conduct in-depth research of State and Local tax regulations and policies, assist in taxability matrices updates, including Vertex Q and O series, Taxware, etc., and collaborate with broader Indirect Tax Team to implement changes and updates.Review tax clauses in customer and supplier contracts and provide recommendations to internal business teams.Respond to taxability questions from internal and external customers.Other projects as identified by Tax Leadership.QualificationsMinimum Requirements8+ years accounting experience8+ years combined sales tax return prep, sales tax research, and sales tax audit experience, with at least 2 years’ experience in the healthcare industry5+ years sales tax documentation experience8+ years management experienceCritical SkillsBachelor’s degree, preferably in AccountingDemonstrated knowledge of sales and use tax from a nationwide level, including home rule jurisdictionsDemonstrated competence with JD Edwards and SAP ERPs and working knowledge of multiple additional ERPs including PeopleSoft, etc.Demonstrated competence with tax research software and tools (e.g. CCH, RIA Checkpoint, Bloomberg, TTR)Demonstrated competence in Accounting, including JEs, P&L, B/S, and A/R impactsDemonstrated competence of MS Excel at an intermediate levelAbility to clearly communicate technical concepts, both written and verbalDemonstrated competence in research, analysis, and application of lawDemonstrated competence leading software implementation projects and other process improvement projectsAdditional Knowledge & SkillsDemonstrated competence in compliance activities, including data retrieval, analysis, reconciliation, and reportingDemonstrated competence and success in meeting internal and external required sales / use tax return deadlinesDemonstrated ability to work individually and as a member of a teamDemonstrated ability to translate and communicate complex or difficult tax concepts to others in a plain and understandable manner. Strong customer service orientation and project management skills. High level of ethics, integrity, discretion and confidentiality.EducationBachelor’s degree in accountingMaster’s degree preferredCPA, CMI preferredWe are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered.Our Base Pay Range for this position$108,700 - $181,100McKesson is an Equal Opportunity EmployerMcKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information.Join us at McKesson!
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Indirect Tax – Exemption Documentation Processes and Sales/Use Tax ResearchDescriptionMcKesson is in the business of better health, and we touch the lives of patients in virtually every aspect of healthcare. We partner with payors, hospitals, physician offices, pharmacies, pharmaceutical companies and others across the spectrum of care to build healthier organizations that deliver better care to patients in every setting. We believe in the importance of strong, vital organizations because we know that patients can only be healthy when our system is healthy.Every single McKesson employee contributes to our mission—by joining McKesson you act as a catalyst in a chain of events that helps millions of people all over the globe. Talented, compassionate people are the future of our company—and of healthcare. At McKesson, you’ll collaborate on the products and solutions that help us carry out our mission to improve lives and advance healthcare. Working here is your opportunity to shape an industry that’s vital to us all.We understand the importance of a system that works together. Your expertise, drive and passion can help us improve everything we touch, from providers to payors to pharmacies. Join our team of leaders to begin a rewarding career.Wherever you contribute here at McKesson, you will have the ability to make a real impact in the lives of others.Current NeedWe have a current need for a Sr. Tax Manager – Indirect Taxes. The responsibilities include managing Indirect Transaction Tax Exemption Documentation team with exemption documentation and process activities ensuring compliance with all U.S. State and Local taxing jurisdiction rules, regulations, collection and retention requirements for all McKesson businesses; reviewing, evaluating, and driving improvements within related processes, including tax credits, and leading implementation/upgrade of tracking software programs; engaging with assigned business unit personnel to provide sales/use tax exemption documentation consulting, understand business changes to provide business unit with the sales/use tax exemption documentation implications and incorporate any changes into documentation compliance activities, where applicable. Also responsible for ensuring timely “refreshes” of exemption documentation, assisting with implementing acquisition exemption documentation compliance procedures, authoring and maintaining SOPs for sales/use tax exemption documentation team, assisting on SUT audits, as needed, and assisting Director – Indirect Tax with U.S. State and Local taxability research, including analyzing tax regulations and providing recommendations to support tax planning and compliance efforts; monitor legislative and regulatory changes as they pertain to U.S. Indirect Tax; assist in the review of sales tax returns and payments process; assisting Indirect Tax Leadership with project work, as assigned. Responsible for the managing, mentoring, and development of 2 – 5 SUT exemption documentation team members.Position DescriptionManages activities of functional area through first level managers and specialist individual contributors. Assists with the development of group, function, department goals, performance standards / metrics. Accountable for customer satisfaction, programs, products, employees for assigned area of responsibility.Partners with Tax Leadership on identifying process improvement initiatives. Takes the lead in implementing agreed on initiatives. Examples of such initiatives include projects to streamline processes for the company’s exemption documentation collection and issuance and refreshing the documentation on established or required basis. Also interfaces with other members of the Tax Team concerning improvement initiatives.Liaison with internal cross-functional teams to develop integrated exemption documentation compliance to facilitate overall sales and use tax compliance and audit defense processes.Works with indirect tax leadership and assigned business leaders concerning collection of customer exemption documentation and issuance of vendor exemption documentation, review and approval of customer tax credits, and the related documentation retention.Researching exemption documentation requirements as needed, special projects, new acquisitions, and coordinating with Tax Leadership.Maintains current and accurate exemption documentation SOPs.Responsible for meeting all required deadlines. Maintains current knowledge of tax laws affecting the company. Assists in tax audits and other duties as determined relating to the exemption documentation function.Partner with Indirect Tax audit team concerning exemption documentation supporting audit defense and incorporating identified and agreed upon improvements within the exemption documentation processes, including updating customer account tax class.Identify process improvements for the exemption documentation team, and work with colleagues to achieve consensus and implement quantitative and qualitative material improvements.Conduct in-depth research of State and Local tax regulations and policies, assist in taxability matrices updates, including Vertex Q and O series, Taxware, etc., and collaborate with broader Indirect Tax Team to implement changes and updates.Review tax clauses in customer and supplier contracts and provide recommendations to internal business teams.Respond to taxability questions from internal and external customers.Other projects as identified by Tax Leadership.QualificationsMinimum Requirements8+ years accounting experience8+ years combined sales tax return prep, sales tax research, and sales tax audit experience, with at least 2 years’ experience in the healthcare industry5+ years sales tax documentation experience8+ years management experienceCritical SkillsBachelor’s degree, preferably in AccountingDemonstrated knowledge of sales and use tax from a nationwide level, including home rule jurisdictionsDemonstrated competence with JD Edwards and SAP ERPs and working knowledge of multiple additional ERPs including PeopleSoft, etc.Demonstrated competence with tax research software and tools (e.g. CCH, RIA Checkpoint, Bloomberg, TTR)Demonstrated competence in Accounting, including JEs, P&L, B/S, and A/R impactsDemonstrated competence of MS Excel at an intermediate levelAbility to clearly communicate technical concepts, both written and verbalDemonstrated competence in research, analysis, and application of lawDemonstrated competence leading software implementation projects and other process improvement projectsAdditional Knowledge & SkillsDemonstrated competence in compliance activities, including data retrieval, analysis, reconciliation, and reportingDemonstrated competence and success in meeting internal and external required sales / use tax return deadlinesDemonstrated ability to work individually and as a member of a teamDemonstrated ability to translate and communicate complex or difficult tax concepts to others in a plain and understandable manner. Strong customer service orientation and project management skills. High level of ethics, integrity, discretion and confidentiality.EducationBachelor’s degree in accountingMaster’s degree preferredCPA, CMI preferredWe are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered.Our Base Pay Range for this position$108,700 - $181,100McKesson is an Equal Opportunity EmployerMcKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information.Join us at McKesson!
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