Vice President, U.S. Tax Reporting Group
Morgan StanleyAbout the role
We're seeking someone to join our Domestic Tax Group team as a vice president in finance division .The Vice President will be responsible for reviewing federal and state income tax returns, tax provision and tax analytics.
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.
What you'll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
- Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
- Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
> Tax compliance management, oversight for a high volume of tax adjustments, Federal and state corporate income tax returns in a time sensitive environment for multiple legal entities across different businesses
> Active participation in preparation of Federal consolidated forms and schedules
> Assist with preparation of unitary and combined state and local tax returns
> Tax analysis, planning and analytics
> Tax audit support, including responding to IDRs
> Tax provision management and review including separate company financial statements, monthly and quarterly ETR calculations.
> Review of quarterly federal and state deferred tax balances for regulatory reporting purposes
> Preparation and review of separate company income tax provision and footnote for audited financial statements
> Review monthly and quarterly effective tax rates
> Reconciliation and validation of income tax accounts and balance sheet tax accounts
> Analysis of income tax accounting impact of transactions
> Tax analysis, planning and analytics
> Special projects
- [IF PEOPLE MANANGER] Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function {D Part 2: Scope of Role? What you'll bring?}
What you'll bring to the role:
- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Ability to provide positive and constructive
- feedback and acknowledge efforts of team members
- Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
> Approximately 10-12 years of hands-on income tax experience in a corporate environment or public accounting firm
> Bachelors or Master's degree in tax or accounting
> Excellent analytical, organizational, and written and oral communication skills
> Experience covering complex tax issues in a real-time environment
> Significant tax compliance and ASC740 experience
> Strong managerial skills, with a hands on approach
> Superior work ethic with high level of accountability
> Facility with Excel; knowledge of Corptax a plus
> Financial services industry experience preferable, but not required
- At least 6 years' relevant experience would generally be expected to find the skills required for this role
What you can expect from Morgan Stanley
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