• Tax Vice President Public Funds Jobs in United States Of America - 25320086

  • Morgan Stanley Pvt Ltd
  • United States Of America, Usa
  • Save Job
  • 0 - 3 Years
  • Posted : above 1 month

Job Description:

Tax Vice President Public Funds


Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services The Firms employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries As a market leader, the talent and passion of our people is critical to our success Together, we share a common set of values rooted in integrity, excellence and strong team ethic Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture

Finance Division
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide Finance protects the Morgan Stanley franchise by serving as guardian of the Firms books and records, and by contributing to Firmwide risk management and risk reduction This division maintains relationships with Morgan Stanleys various industry and government regulators, and also serves as the conduit of financial information to the outside investment community Finance plays a critical role as advisor to Morgan Stanleys various businesses and its senior management team

Tax Department
The Tax Department reports to the Chief Financial Officer and consists of some 200 employees worldwide The Tax Department is responsible for global tax compliance, tax accounting, business unit tax advice and tax planning for the Firm

The Tax Department is seeking an experienced US tax professional to work in its New York office This position has responsibility for providing tax related services to the Asset Management business unit within Morgan Stanley, and will cover primarily Mutual Funds and Fund of Funds and associated carried interest plans

Responsibilities will include
- High level Review and sign-off of federal and state and local compliance provided by outside service providers, including managing, coordinating and monitoring to ensure accuracy and timeliness of compliance
- Review and approve tax advice provided by and other service providers
- Work with Investor Relations, consultants and other service provider to address tax related questions from investors
- Supervise consultants and other outside service providers and internal personnel in maintaining legal entity tax attributes in MS database(s) including applying for identification numbers and preparing check the box elections
- Develop and enhance relationships with MS business units and with consultants and service providers including identifying opportunities for improvements
- Work with Operations and Fund Administration on gathering information for outside service providers where required
- Assist with the independent accountant - financial statement audit
- Assist in federal, state, and local tax return audits and manage service providers to timely respond and review responses to notices received from federal, state and local tax authorities
- Develop and maintain relationships with various other departments including Legal, Investor Relations, Product Development and Operations
- Support product development initiatives including new funds, fund closures, etc
- Support investment teams in developing tax efficient investing solutions for the funds
- Support Investment Team in determining tax consequences related to potential investments
- Provide high level review and sign off on FATCA and CRS tax compliance


Skills Required
- Partnership experience required, mutual fund experience a plus
- Strong working knowledge of the investment fund industry and technical experience including fund Limited Partnership Agreements, tax allocations and carried interest provisions, federal withholding rules, state and local compliance, and international provisions inclusive of CFC / PFIC rules and foreign filings (Forms 5471, 8865, 8858, etc; 1120-RIC a plus)
- Motivated, team oriented self-starter who desires a broad range of tax issues and has the ability to work effectively and efficiently in an environment 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
- Excellent oral and written communications, analytical and organizational skills are required
- Demonstrate a strong understanding of ASC Topic 740, in particular related to investment vehicles
- Requires a minimum of eight years of progressively increasing tax experience, with public accounting experience a plus
- Prior experience in supervising positions required
- Certification as a CPA preferred
- Requires bachelors degree in Accounting, Master in Tax a plus but not required
- Strong Microsoft Office skills required

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Chartered Accountant/CPA
Salary : As per Industry Standards
Deadline : 03rd Jun 2020

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