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Tomorrow's health is... Defining a new possible.

Sr. Manager - Indirect Tax - Exemption Documentation

Irving, Texas Job ID JR0109572 Category Tax Accounting Post Date Apr. 11, 2024

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

Job Description:   Sr Tax Manager – Indirect Tax – Exemption Documentation and Processes


 McKesson 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 Need

We have a current need for a Sr. Tax Manager – Indirect Taxes.  The responsibilities include: managing Indirect Transaction Tax 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, assisting VP – Indirect Taxes and other Indirect Tax Leadership (collectively “Tax Leadership”) with project work, as assigned; 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, as well as other projects as identified.  Responsible for the managing, mentoring, and development of 2 – 5 SUT exemption documentation team members. Job is based in Irving, Texas.

Position Description

  • Manages 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.
  • Other research projects as identified by Tax Leadership.


Minimum Requirements

  • 8+ years accounting experience
  • 8+ years combined sales tax return prep, sales tax research, and sales tax audit experience, with at least 2 years experience in the healthcare industry
  • 5+ years sales tax documentation experience
  • 8+years management experience

Critical Skills

  • Bachelor’s degree, preferably in Accounting
  • Demonstrated knowledge of sales and use tax from a nationwide level, including home rule jurisdictions 
  • Demonstrated competence with JD Edwards and SAP ERPs and working knowledge of multiple additional ERPs including PeopleSoft, etc.
  • Demonstrated competence in Accounting, including JEs, P&L, B/S, and A/R impacts
  • Demonstrated competence of MS Excel at an intermediate level
  • Ability to clearly communicate technical concepts, both written and verbal  
  • Demonstrated competence in research, analysis, and application of law
  • Demonstrated competence leading software implementation projects and other process improvement projects

Additional Knowledge & Skills

  • Demonstrated competence in compliance activities, including data retrieval, analysis, reconciliation, and reporting
  • Demonstrated competence and success in meeting internal and external required sales / use tax return deadlines
  • Demonstrated ability to work individually and as a member of a team
  • Demonstrated 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.

4-year degree in accounting

Master’s degree preferred

CPA, CMI preferred

Physical Requirements
General Office Demands

Benefits & Company Statement
McKesson believes superior performance – individual and team – that helps us drive innovations and solutions to promote better health should be recognized and rewarded. We provide a competitive compensation program to attract, retain and motivate a high-performance workforce, and it’s flexible enough to meet the different needs of our diverse employee population.

McKesson is an equal opportunity and affirmative action employer – minorities/females/veterans/persons with disabilities.

At McKesson, we care about the well-being of the patients and communities we serve, and that starts with caring for our people. That’s why we have a Total Rewards package that includes comprehensive benefits to supportphysical, mental, and financial well-being. Our Total Rewards offerings serve the different needs of our diverse employee population and ensure they are the healthiest versions of themselves. For more information regarding benefits at McKesson, pleaseclick here.

As part of Total Rewards, we are proud to offer a competitive compensation package at McKesson. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. 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 - $181,100

McKesson is an Equal Opportunity/Affirmative Action employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.Qualified applicants will not be disqualified from consideration for employment based upon criminal history.

McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to Resumes or CVs submitted to this email box will not be accepted.

Current employees must apply through the internal career site.

Join us at McKesson!

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