U.S. Tax Reporting Group Associate
: Job Details :

Associate In Domestic Tax

We're seeking someone to join our U.S. Corporate Tax team as an Associate in Domestic Tax department to support Morgan Stanley's complex U.S. tax reporting and compliance operations. The ideal candidate will have 3-6 years of corporate tax experience, including ASC 740 tax provision and federal/state tax compliance. This role offers the opportunity to work in a fast-paced, intellectually challenging environment.

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 level position within the 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 and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
• Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
• Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
• Assist in preparing Morgan Stanley's quarterly and annual U.S. GAAP tax provisions in accordance with ASC 740
• Calculate effective tax rate (ETR), deferred tax assets/liabilities, and valuation allowances
• Collaborate with accounting, finance, and global tax teams to gather and validate financial data
• Support external reporting requirements, including SEC filings (10-K, 10-Q) and footnote disclosures
• Prepare and review components of the Firm's U.S. federal and state corporate income tax returns, including Forms 1120, extensions, and estimated payments
• Maintain detailed workpapers supporting tax return positions, tax attributes, and book-to-tax differences
• Utilize OneSource, Corptax, and other internal tax systems to support compliance and reporting functions
• Participate in tax process improvements and automation initiatives across compliance and provision processes
• Assist in responding to inquiries and information requests from IRS and state taxing authorities
• Maintain audit-ready documentation and assist in resolving audit matters
• Conduct technical research on corporate tax issues and legislative/regulatory developments
• Support ad hoc analyses, tax planning initiatives, and internal projects as assigned

What you'll bring to the role:

• In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• Ability to operate independently with respect to most job responsibilities
• Ability to provide positive and constructive feedback and innovate processes
• Bachelor's degree in accounting, Finance, or related field; CPA or master's in taxation strongly preferred
• 3-6 years of relevant experience in corporate tax (Big 4 public accounting or in-house at a multinational)
• Strong working knowledge of ASC 740, U.S. federal and state income tax compliance, and tax accounting
• Experience with tax compliance and provision software (e.g., Corptax, OneSource)
• Proficiency in Microsoft Excel and familiarity with ERP systems (e.g., SAP)
• Excellent analytical, communication, and project management skills
• Ability to work collaboratively across functions and deliver under pressure

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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.

Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).