Transfer Pricing Tax - Senior Manager
- Recruiter
- Morgan Stanley
- Location
- North Lanarkshire
- Salary
- Competitive
- Posted
- 01 Apr 2019
- Closes
- 21 Apr 2019
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
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. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Glasgow Profile:
Morgan Stanley's Glasgow office employs in excess of 1,300 staff across Operations, Technology, Legal and Compliance, Internal Audit, 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.
Department Profile:
The Finance Division 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.
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.
The Glasgow Tax Team is responsible for global tax reporting, compliance and technical analysis.
The Tax Transfer Pricing (TP) Group operates as a truly Global team. In recent years, the TP group has experienced a significant upswing in workload in light of the increased demands from the evolving tax, regulatory and commercial environment. The team is seeking an accountant, tax lawyer or economist with significant TP experience in-house in a major bank, law firm or public accounting firm, preferably in the financial services sector, to join the Group as a Senior Manager. This is an exciting opportunity to join this expanding Tax Team.
Primary Responsibilities:
The position requires a technical TP expert with the ability to provide TP advice on a wide range of TP matters from policy setting through execution, documentation, and audit support. Whilst based in Glasgow, this role has responsibilities globally which presents a unique opportunity to build networks across Tax, Finance and the wider organisation.
Specific Responsibilities include:
- Develop a deep understanding of the Firm, its TP policies and their application to the business, to support business queries and ensure ongoing changes are reflected appropriately in the TP documentation. Project manage the TP Tax Compliance cycle, including in respect of TP Documentation and Tax authority requests
- Review the draft TP documentation (including Global, Master and Local files) produced by the team to ensure correct treatment of intragroup transactions and overall consistency
- Supervise and review the production of regional benchmarking studies, economic and industry analyses by advisors
- Review the TP returns for the jurisdictions covered to ensure consistency with TP documentation
- Monitor and advise on overseas documentation requirements in cooperation with the external advisors, tax senior management and regional tax teams
- Prepare responses to information requests from tax authorities in relation to tax audits
- Work with the Global Financial Controllers team to ensure the proper execution and documentation of TP models
- EMEA coverage agent for existing TP Models, including advisory support for EMEA execution of the models
- Develop and mentor junior team members, helping them achieve their full potential
Qualifications
Skills Required:
- Qualified accountant, CTA or equivalent qualification, or relevant experience
- Significant experience in an accounting or law firm, bank, or in-house tax department
- Strong technical skills, a detailed knowledge of the OECD transfer pricing guidelines, the BEPS action plan and an appreciation of local country transfer pricing rules
- Experience of leading and motivating a team to deliver high quality output to an agreed schedule, with confidence to question and challenge precedents and existing working practices
- Strong project management skills
- Excellent interpersonal and presentation skills, and the ability to work independently
- Applicants should have a record of managing a portfolio of deliverables and meeting tight deadlines
- Ability to multi-task in fast paced environment and to work under pressure to meet deadlines
- A high level of personal commitment, self-motivation, and an innovative, flexible, and team player attitude
- Proficiency with Microsoft Office
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 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-CL3
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. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Glasgow Profile:
Morgan Stanley's Glasgow office employs in excess of 1,300 staff across Operations, Technology, Legal and Compliance, Internal Audit, 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.
Department Profile:
The Finance Division 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.
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.
The Glasgow Tax Team is responsible for global tax reporting, compliance and technical analysis.
The Tax Transfer Pricing (TP) Group operates as a truly Global team. In recent years, the TP group has experienced a significant upswing in workload in light of the increased demands from the evolving tax, regulatory and commercial environment. The team is seeking an accountant, tax lawyer or economist with significant TP experience in-house in a major bank, law firm or public accounting firm, preferably in the financial services sector, to join the Group as a Senior Manager. This is an exciting opportunity to join this expanding Tax Team.
Primary Responsibilities:
The position requires a technical TP expert with the ability to provide TP advice on a wide range of TP matters from policy setting through execution, documentation, and audit support. Whilst based in Glasgow, this role has responsibilities globally which presents a unique opportunity to build networks across Tax, Finance and the wider organisation.
Specific Responsibilities include:
- Develop a deep understanding of the Firm, its TP policies and their application to the business, to support business queries and ensure ongoing changes are reflected appropriately in the TP documentation. Project manage the TP Tax Compliance cycle, including in respect of TP Documentation and Tax authority requests
- Review the draft TP documentation (including Global, Master and Local files) produced by the team to ensure correct treatment of intragroup transactions and overall consistency
- Supervise and review the production of regional benchmarking studies, economic and industry analyses by advisors
- Review the TP returns for the jurisdictions covered to ensure consistency with TP documentation
- Monitor and advise on overseas documentation requirements in cooperation with the external advisors, tax senior management and regional tax teams
- Prepare responses to information requests from tax authorities in relation to tax audits
- Work with the Global Financial Controllers team to ensure the proper execution and documentation of TP models
- EMEA coverage agent for existing TP Models, including advisory support for EMEA execution of the models
- Develop and mentor junior team members, helping them achieve their full potential
Qualifications
Skills Required:
- Qualified accountant, CTA or equivalent qualification, or relevant experience
- Significant experience in an accounting or law firm, bank, or in-house tax department
- Strong technical skills, a detailed knowledge of the OECD transfer pricing guidelines, the BEPS action plan and an appreciation of local country transfer pricing rules
- Experience of leading and motivating a team to deliver high quality output to an agreed schedule, with confidence to question and challenge precedents and existing working practices
- Strong project management skills
- Excellent interpersonal and presentation skills, and the ability to work independently
- Applicants should have a record of managing a portfolio of deliverables and meeting tight deadlines
- Ability to multi-task in fast paced environment and to work under pressure to meet deadlines
- A high level of personal commitment, self-motivation, and an innovative, flexible, and team player attitude
- Proficiency with Microsoft Office
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 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-CL3