U.S. Tax Compliance Director

We're seeking someone to join our team as a Director in Tax Department to assist 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).

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 Director 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.
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 strong knowledge of investment products(such as funds)
- 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:
- Strong knowledge of investment products, such as funds(including partnerships) and strong technical skills
- 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.
- A minimum of three-to-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 a plus

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 $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).