Tax Equity Controller

Morgan Stanley•Baltimore, MD

2d•$60,000 - $90,000•Onsite

About The Position

The Investment Banking Division Finance team is currently seeking to engage with Baltimore's leading talent to fill a position on the Tax-Equity Controllership team. The role requires a highly motivated individual with strong analytical, accounting, technology, people and communication skills. The successful candidate will be involved in all aspects of the Income statement and Balance Sheet reporting processes for structured financial products such as investments and loans. This position requires an understanding of Profit and Loss models (investment accounting) as well as a familiarity with standard month-end general ledger closeout processes, significant Accounting Policies and financial and regulatory reporting functions. We are particularly interested in speaking with you if are a detail-oriented individual with strong accounting and PC skills, as well as a willingness to take on and prioritize various ad-hoc projects.

Requirements

Strong accounting knowledge.
Strong analytical, technical and organizational skills with high regard for attention to detail and accuracy.
Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment.
Team player with strong interpersonal and communication skills.
Strong analytical and technical skills including Excel and PowerPoint.
Ability to communicate effectively across all levels.

Nice To Haves

CPA is a plus.

Responsibilities

Calculate and perform critical review of Monthly Profit and Loss, including understanding and reading financial models and reporting Profit and Loss and associated cash and non-cash impacts, such as return of capital, dividend accruals and tax credits.
Develop general ledger and sub ledger intercompany loans/associated reconciliations, set up trading accounts, GL accounts and support SEC line item clean up.
Update and maintain accurate files to support month end reporting.
Work closely with the Business Unit, Operations, Legal Entity Controllers, Tax Department and third party providers on a regular basis to report balance sheet and income statement events (sub ledger and general ledger journals).
Facilitate general ledger close process monthly, including the creation of Trial Balances.
Prepare and review weekly revenue and balance sheet reporting for monthly reconciliation differences and monthly restatement of reporting system and related journals.
Assist with the preparation of the monthly Principal Investment reporting.
Support monthly reporting and quarterly reporting including FRB and SEC, Disclosures.
Perform ad-hoc analysis/projects as needed.

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability