Glasgow US Tax Reporting - Manager

Morgan Stanley
North Lanarkshire
25 Aug 2017
22 Sep 2017
Contract Type
Full Time
Morgan Stanley:
If you're looking for a firm that can provide you with a challenging role and long term career development opportunities then read on. 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 provide a strong 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.
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 Firm's 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.
The Finance Division globally 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 Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's 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 Stanley's various businesses and its senior management team.
Glasgow Profile:
Morgan Stanley's Glasgow office employs in excess of 1,300 staff across Operations, Technology, Fund Services and Finance. 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. Morgan Stanley pride themselves on maintaining a culture which champions diversity, an inclusive environment for all, recognition and an opportunity to give back to our communities through various local charity partnerships. The office is located centrally and enjoys the additional benefits of an onsite gym and restaurant
The Glasgow Finance team is over 220 strong and spans a wide range of functions including: Product Control; Market Risk Control; Liquidity Control; Treasury Currency Management; Compensation Control; Tax; Legal Entity Control and Governance; Accounting Advisory Services; General Ledger Governance; Regulatory Reporting and Finance Risk. The variety and scope of our opportunities across all levels allows our employees to enjoy fulfilling and challenging long-term careers. In order to maintain this we require finance professionals of all levels, both qualified and non-qualified, who are committed to working in a challenging and ever evolving industry. For non-qualified candidates we actively support a number of professional qualifications.
Team Profile:
The Tax department ensures compliance with income and indirect tax filings, and monitors tax regulations and legislation. In addition, it calculates reports and discloses all of the Firm's tax-related expenses. The department also plans and manages the Firm's domestic and international tax strategies and advises Firm management and business units on business products, location and structure.
Recognizing that significant benefits could be achieved by creating a dedicated Tax function based in Glasgow, a team was established in 2011 to support global direct tax reporting, compliance and technical analysis needs.

A Manager is required within the Global Tax Department to undertake a management role in the U.S. Tax Reporting team , based in Glasgow. The Glasgow tax department currently is responsible for all direct tax returns and audits in the EMEA region, together with required tax reporting and bookings.
We are currently establishing a New York facing team, which will support tax colleagues with U.S. Federal and State and Local Corporate Income Tax Compliance and Reporting.
The Morgan Stanley Tax Department currently has an exciting and challenging career opportunity for a Manager to help build and establish a new team in Glasgow, working closely with the Senior Manager of the team. The role is an important and challenging one, with the successful candidate?s primary responsibility being team management, ensuring deliverables for NY clients are met on a timely, accurate and efficient basis and an opportunity to learn U.S. tax compliance.
Specific Responsibilities:
Financial reporting and Tax Compliance:
- Responsible for review of data collection analysis and calculations completed by the central team
- Manage resources within the team and coordinate activities with Glasgow Tax leadership
- Obtain an end to end understanding of the U.S. Domestic and U.S International compliance process and dependencies
- Ensure all process steps meet required standards and timelines
- Execute continuous improvement and efficiency initiatives
- Provide support for status reporting and metrics
- Support the relationship with the NY Tax Technology team
- Manage day to day responsibilities of IT processes
- Liaise with relevant stakeholders around proposed revisions to tax policies and procedures

Skills required:
- Qualified ACCA/CIMA/CA accountant
- Experience of U.S. GAAP and U.S. Tax systems is advantageous but not essential
- Proven track record of managing processes and of continuously reviewing and improving process required
- Team management experience essential, with track record in development of staff
- Must have ability to think critically and self-review
- 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, presentation and communication skills
- Confident working with colleagues in worldwide business locations
- Focus on collaboration across teams and geographic regions
- Proficiency with Microsoft Office and financial systems

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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. *LI-EM3