Tax Compliance and Planning Associate or Manager
Position Description
Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. With over 1,300 offices in 42 countries, the firm is truly global and a market leader in the U.S, Europe and Asia as well as in Emerging Markets. We provide institutions and individuals with almost every kind of financial product and service across all the world's major markets.
In 2000 the Institutional Securities division established an operations team in Glasgow with just 6 employees. Since then our office has grown to over 1000 employees across 6 divisions: Operations, PWM, Finance, Fund Services, Information Technology and Risk Management. Our offices are located in Glasgow's city centre in the heart of the International Financial Services District.
We have built a world class reputation for quality and service and the talent and passion of our people has been critical to our success. We can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow. Together we share a common set of values rooted in integrity, excellence and a strong team ethic.
Due to our growing business, we have a demand for career minded people to join our teams. Our opportunities offer unrivalled scope for progression and training within a fast paced, meritocratic and constantly changing environment.
The Glasgow Finance Division helps senior management and its individual business units manage the firm's risk by implementing financial controls over our business activities. The division is crucial to safeguarding the firm's franchise, reporting on current performance, and evaluating business opportunities
Department Summary:
The Morgan Stanley Tax Department encompasses planning, advisory, compliance and investment product tax functions and managing the tax position of the Firm on a global basis. The department is based in several locations, with the primary centres being New York, Chicago and London.
Recognizing that significant benefits could be achieved by creating a dedicated Tax function based in Glasgow, a new team has being established to support global direct tax reporting, compliance and technical analysis needs.
The initial phase has comprised Transfer Pricing and certain European, Middle East and Africa (EMEA) and US Tax Compliance and Reporting functions and a further high calibre individual is required to join this team as it increases its coverage.
Role:
We are currently recruiting for a Tax associate or manager with a focus on the support of the EMEA Firm Compliance Planning (FCP Tax) group, which is based in London and Glasgow. The group is responsible for all direct tax returns and audits in the EMEA region together with involvement in internal restructures, Firm acquisitions and Business Unit structures that are on the Firm's Balance Sheet.
The candidate will have responsibility for a portfolio of companies within the UK and across the EMEA region and ownership of certain cross-business unit processes or initiatives.
Primary Responsibilities:
Financial reporting and accounting:
• Preparation of quarterly effective tax rate reporting numbers, as well as the year end tax provision both for US GAAP group reporting and for UK GAAP/ European GAAP individual company reporting.
• First review of disclosures in UK and certain overseas financial statements
Tax compliance:
• Preparation of UK tax returns
• First review of EMEA tax returns (prepared by advisors)
• Management of EMEA tax risk and administration e.g. payments and audits
• US Federal Annual Tax reporting (5471)
Skills Required
Academic Qualifications / Experience / Required Skills:
• Qualified ACCA/CIMA/CA accountant or ATT/CTA qualified with experience of working in UK corporation tax within either practice or industry
• A good knowledge of UK tax issues and practical UK tax compliance experience is required.
• Comprehensive knowledge of 'Alphatax' corporate tax software is preferred
• Must have the ability to think critically and self review
• Should challenge accepted processes, and suggest alternative solutions
• Strong control focus while maintaining a high level of client service
• Self-motivated, with a desire to succeed and develop professionally and personally
• Ability to multi-task in fast-paced environment and be a team player.
• Strong interpersonal and communication skills
• Proficiency with Microsoft Office
• Experience of US GAAP and the US tax system is advantageous but not essential.
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