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Morgan Stanley

State and Local Tax Vice President

Reposted 2 Months Ago
Be an Early Applicant
In-Office
New York, NY, USA
120K-205K Annually
Expert/Leader
In-Office
New York, NY, USA
120K-205K Annually
Expert/Leader
The Vice President will manage state and local tax compliance and reporting, oversee tax strategies, and liaise with internal teams and external partners.
The summary above was generated by AI

We’re seeking someone to join our State and Local Tax team as a Vice President in New York Tax to work on compliance and reporting functions.  The role will report directly into the Head of Morgan Stanley’s State and Local Tax Group. 

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 Firm’s financial and capital resources. This is a Vice President level position within the Tax & Advisory job family which ensures compliance with income and indirect tax filings, reports tax information for the Firm’s regulatory filings, manages the Firm’s global tax authority relationships, including tax controversy, and monitors relevant tax regulations and legislation. Additional responsibilities include managing the Firm’s domestic and international tax strategies, determining the Firm’s transfer pricing policies and advising Senior Management and BUs on business products, strategic transactions and restructuring objectives.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Primary Responsibility:

Seeking a State and Local Tax Vice President to work on state and local tax compliance and reporting functions for a complex financial services organization with a footprint in all major jurisdictions.

The leading candidate should possess the following qualities:

  • Strong technical background in state and local tax corporate income and franchise taxes

  • Knowledge of ASC 740 and the ability to work on aspects of the Firms effective tax rate and reserves from a state and local tax perspective

  • Ability to act as a subject matter expert with regards to state and local tax compliance and reporting matters

  • Liaison with all members of the Global Tax Department with respect to state and local tax compliance and reporting matters

  • Assist with identifying and incorporating federal, state and local tax law changes into current processes and procedures

  • Develop strong working relationships with internal and external functional partners

  • Ability to work with and manage outside service providers and offshore staff

Background/Skills Required:

  • Minimum of 10+ years of SALT related experience

  • A combination of financial service industry and client service experience a plus (Big 4)

  • Significant ASC 740 experience is a must

  • Strong written, oral, negotiating and presentation skills; demonstrated ability to represent a global organization

  • Strong analytic, time management, organizational and interpersonal skills

  • Strong managerial skills and ability to attract, develop and retain talent

  • Experience covering complex state tax issues in a real-time environment

  • Ability to work in a team environment and collaborative corporate environment

  • Corptax experience preferred

  • Financial services industry experience preferred, but not required

  • CPA, MS, MBA, JD or LLM required

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $120,000 and $205,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

HQ

Morgan Stanley New York, New York, USA Office

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Morgan Stanley New York, New York, USA Office

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