MSFS- Hedge Fund/Private Equity Tax Manager - VP

Morgan Stanley Fund Services is a wholly owned subsidiary of Morgan Stanley that administers over $500 billion of hedge fund, family office and private equity assets. Using the Firm’s proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including NAV accounting and financial reporting; tax reporting, transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by approximately 1,400 professionals based in New York, London, Hong Kong, Dublin, Glasgow, Bangalore, and Mumbai.

Description

Morgan Stanley Fund Services is seeking a tax senior manager to service hedge fund, private equity and family office clients. The position requires strong accounting, tax, computer, communication, presentational, and leadership skills, a facility and ease with technology, as well as granular tax knowledge in the hedge fund, family office and private equity areas.

Principal Duties:

• Supervise and develop Tax Staff in preparation of partnership taxable income, tax allocations and tax estimates for Fund Administration clients.
• Develop strong client relationships
• Develop and maintain strong relationships with client tax preparers
• Assist with additional tax related requests from clients.
• Help the client conversion team with new client set-ups.
• Support clients on proactive tax planning using Morgan Stanley’s on demand reporting.
• Serve as the direct client and tax preparer contact.
• Demonstrate the MSFS tax platform to client prospects.
• Contribute to organizing and presenting at Morgan Stanley sponsored tax events
• Assist in driving tax product offering strategy working in close coordination with technology colleagues

• Accountant with 15+ years of multi-asset class Hedge Fund and Private Equity tax experience. CPA preferred. Family Office experience a plus
• Strong computer skills. Comfortable working with technology and various internal financial applications.
• Knowledge of hedge fund and private equity fund tax accounting concepts including partnership tax accounting, tax allocations, management, and incentive allocations.
• Experience with tax lot layering preferred.
• Experience with financial services taxation, including wash sales, PFICs, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.
• Experience with various hedge fund, private equity, and family office structures (master-feeder, mini-master, fund-of-funds, hybrid funds).
• This position requires the ability to multi-task and balance competing client deliverables.
• Strong team and interpersonal skills.
• Strong presentational and communication skills.
• Big 4 experience with buy side experience a plus.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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