US Tax Reporting – Associate

We're seeking someone to join our US reporting team as an Associate in Glasgow tax to prepare Federal, and State and Local Tax returns, in addition to supplementary adjustments, tax payments and tax provision calculations.

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 an Associate within our 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.

What you'll do in the role:

- Collaborate with a varied group of colleagues in Finance and across the Firm

- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products

- Adhere to the Firm’s risk and regulatory standards, policies and controls

- Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards

- Prepare tax returns and tax return work papers for multiple legal entities across different businesses

- Perform reconciliations to support the Firm's regulatory signoff tool at Account and company level detail

- Prepare Tax Notices to support the Tax return

- Collect data and prepare estimates and Tax extension calculations to support U.S. Tax for Federal and State and Local tax returns for the Firm's legal entities

- Perform ad-hoc tasks to accurately file documentation for Tax returns

- Prepare tax accounting calculations and work papers in accordance with ASC 740

What you'll bring to the role:

- Working knowledge of Finance functional area, industry and competitive environment

- Ability to communicate clearly and concisely, and adapt to various audiences

- Willingness to seek guidance and provide feedback to further develop self and peers

- Educated to degree level, or equivalent preferably in finance or accountancy

- Knowledge of US GAAP/ US Tax Regulations is advantageous but not essential

- Ability to think critically and self-review

- Ability to prioritise workload and communicate to stakeholders

- 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

- Confident working with colleagues in worldwide business locations

- Proficiency with Microsoft Office and financial systems, in particular Excel

- Awareness of deadlines and ability to prioritise workload

- At least 2 years' relevant experience would generally be expected to find the skills required for this role

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 where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.