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Global Tax Advisory Director

Global Tax Advisory Director

Morgan StanleyNew York, NY, US
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Director, Global Tax Department

Were seeking someone to join our MS Global Tax Advisory team as a Director in the Global Tax Department to provide tax compliance and reporting support for 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 in its New York office. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firms financial and capital resources. This is a Director level position.

What you'll do in the role :

  • Collaborate with a varied group of colleagues in Finance and across the Firm
  • Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and / or client segments
  • Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
  • Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
  • 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
  • Collaborate with consultants, Controllers, and other support groups to gather needed information
  • Assist with the audit of fund financial statements and recurring tax provision processes
  • Collaborate 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

What you'll bring to the role :

  • In-depth knowledge of Finance functional area, product and / or client segment and technical skills, as well as of industry and competitive environment
  • Ability to operate independently with respect to most job responsibilities
  • Ability to provide positive and constructive feedback and innovate processes
  • Motivated, team-oriented self-starter who desires exposure to a broad range of tax issues and can 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 $90,000 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).

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