Department Overview
The Morgan Stanley Tax Department is seeking an experienced U.S. tax professional to provide tax compliance and reporting support for investment Funds in its New York office. This position is part of the Morgan Stanley Global Tax Advisory team that has responsibility for providing tax support to the private funds business within Morgan Stanley Investment Management (MSIM). The funds include real estate funds, infrastructure funds and private credit and private equity funds.
Position Summary
Responsibilities include assistance with oversight of U.S. tax compliance and reporting processes and coordination with stakeholders (including internal and external tax advisors, the Business Units, operations, and investor relations).
Responsibilities:
- Help to manage and administer tax engagements with service providers.
- Assist with high-level review of Federal, State and Local tax compliance prepared by tax service providers; coordinating and monitoring to ensure accuracy and timeliness.
- Assist with tax calendars and scheduling of deliverables.
- Processing payments to taxing authorities and delivery of tax filings
- Work with consultants, Controllers and other support groups to gather needed information.
- Assist with the audit of fund financial statements and recurring tax provision processes.
- Work with consultants and service providers in connection with federal and state and local tax audits or inquiries and prepare responses to tax notices.
- Assist with FATCA / CRS reporting and related engagements with service providers
- Develop and maintain relationships with various other departments.
Skills Required:
- 4-8 years of applicable experience
- Motivated, team-oriented self-starter who desires exposure to a broad range of tax issues and has the ability to work effectively and efficiently with all levels of personnel, adept at working in a fast-paced, deadline-oriented environment.
- Willingness to be hands-on as well as a desire to manage special projects.
- Strong organizational skills; Strong oral and written communications skills are a plus.
- Requires a minimum of five years of tax experience, with public accounting experience a plus. Prior experience in supervising positions a plus.
- Strong systems (in particular, Microsoft Office) skills required.
- Requires bachelor’s degree in Accounting; Master in Tax a plus, but not required
- Certification as a CPA preferred.
Expected base pay rates for the role will be between $80,000 and $155,000 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'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).