State and Local Tax Vice President

Morgan Stanley•New York, NY

4d•Onsite

About The Position

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.

Requirements

Minimum of 10+ years of SALT related experience
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
CPA, MS, MBA, JD or LLM required

Nice To Haves

A combination of financial service industry and client service experience a plus (Big 4)
Corptax experience preferred
Financial services industry experience preferred, but not required

Responsibilities

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
Monitors relevant tax regulations and legislation
Manages the Firm’s domestic and international tax strategies
Determines the Firm’s transfer pricing policies
Advises Senior Management and BUs on business products, strategic transactions and restructuring objectives
Works on state and local tax compliance and reporting functions for a complex financial services organization with a footprint in all major jurisdictions
Acts as a subject matter expert with regards to state and local tax compliance and reporting matters
Liaises with all members of the Global Tax Department with respect to state and local tax compliance and reporting matters
Assists with identifying and incorporating federal, state and local tax law changes into current processes and procedures
Develops strong working relationships with internal and external functional partners
Works with and manages outside service providers and offshore staff