Morgan Stanley

Tax Advisory Director

Morgan Stanley

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Morgan Stanley, a leading global financial services firm with a rich history and a strong commitment to helping our clients achieve their financial goals. We are currently seeking a highly experienced and driven Tax Advisory Director to join our team and provide strategic tax advice and solutions to our clients. In this role, you will have the opportunity to work with a diverse range of clients, from individuals to corporations, and utilize your extensive knowledge of tax laws and regulations to help them optimize their tax positions. If you are a seasoned tax professional with a passion for delivering exceptional client service and a strong track record of leadership, we invite you to consider this exciting opportunity to be a part of our dynamic and collaborative team.

  1. Provide strategic tax advisory services to clients of all levels, including individuals and corporations.
  2. Utilize in-depth knowledge of tax laws and regulations to advise clients on optimizing their tax positions.
  3. Develop and maintain strong relationships with clients to understand their unique financial goals and provide personalized tax solutions.
  4. Stay updated on changes in tax laws and regulations to ensure the accuracy and effectiveness of advice provided.
  5. Lead and manage a team of tax professionals, providing guidance and support to ensure high-quality service delivery.
  6. Collaborate with other teams within the firm, such as investment advisors and wealth management, to provide comprehensive financial solutions to clients.
  7. Conduct thorough analysis and research to identify potential tax savings opportunities for clients.
  8. Prepare and review complex tax returns and provide guidance to junior team members.
  9. Act as a subject matter expert on tax-related matters and provide training and support to colleagues.
  10. Maintain a high level of professionalism and confidentiality when handling sensitive client information.
  11. Actively contribute to business development efforts by identifying and pursuing new client opportunities.
  12. Ensure compliance with all regulatory and internal policies and procedures.
  13. Continuously strive for excellence in client service and satisfaction.
  14. Participate in firm-wide initiatives and projects as needed.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Accounting, Finance, Or A Related Field.

  • Cpa Or Other Relevant Professional Certification.

  • Minimum Of 10 Years Of Experience In Tax Advisory Or Related Field.

  • Proven Track Record Of Managing A Team And Providing Strategic Tax Advice To Clients.

  • Strong Knowledge Of Tax Laws And Regulations, Including Experience With International Tax Planning.

Required Skills
  • Risk Management

  • Financial Analysis

  • Regulatory compliance

  • Client Relationship Management

  • wealth management

  • Tax Research

  • Estate Planning

  • Tax Planning

  • Investment Advisory

  • Tax Law Expertise

  • Strategic Advising

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Tax Advisory Director in New York, NY, USA is $137,000 to $200,000 per year. However, this can vary depending on factors such as the specific company, experience level, and education of the individual.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 16th, 2024
Apply BeforeMay 22nd, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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