Director, Fund Svcs-Tax Position Available In Westchester, New York

Morgan Stanley Fund Services Inc. seeks a Director, Fund Svcs-Tax in Purchase, NYCoordinate preparation of partnership tax allocations, tax estimates, and K-1 working papers for Fund Administration clients. Provide tax allocation work papers and estimates to tax preparers for client hedge funds. Review work papers and reports prepared by tax staff and providing additional tax related information requested by clients. Review monthly tax reports, maintain tax allocation plans, assist the client conversion team with new client set-ups, and assist clients with tax reports. Assist with providing reports and working papers to client tax preparers. Review tax allocation and fund level reports prior to their distribution to clients and/or tax preparers. Responsible for maintenance of partnership tax lot layering. Review periodic tax estimate reports, annual K-1 working papers, and various special tax reports.

Requirements:

Requires a Bachelor’s degree in Business Administration, Finance, or a related field of study and five (5) years of experience in the position offered or five (5) years as a Manager, Associate, or a closely related occupation. Requires five (5) years of experience with: hedge fund and financial services tax; Excel; hedge fund tax accounting concepts including partnership tax accounting, tax allocations, management, and incentive allocations; wash sales, PFICs, Section 1256 contracts, and NPCs; hedge fund structures including master-feeder, mini-master, and fund-of-funds. Requires four (4) years of experience with: tax lot layering; financial services taxation including Section 988, constructive sales, and straddles.

Qualified Applicants:

To apply, visit us at https://morganstanley.eightfold.ai/careers?source=mscom and enter

JR000419

in the search field. No calls please.

EOEMinimum Salary:

141000

Maximum Salary:

170000

Salary Unit:

Yearly