Kate Kennedy
VP of Tax Compliance - Real Assets, Private Equity and Credit
- Role
- VP of Tax Compliance - re Pe Credit at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
VP of Tax Compliance - re Pe Credit
Jul 2015 — Present · New York, NY, US
Take a lead role in coordinating tax advice with consultants, Morgan Stanley\'s global tax team, and Morgan Stanley deal teams on tax structuring of funds and real estate investments to ensure tax-efficiency and alignment with Morgan Stanley funds\' risk profile.• Work with external service providers to ensure quarterly withholding, REIT testing, and tax returns for Morgan Stanley REIT appropriately reflect all appropriate tax positions.• Monitor and coordinate FATCA reporting for Real Estate funds with outside tax firm.• Monitor and coordinate tax sign-off, documentation of tax positions, tax elections, and appropriate tax reporting of investment structures and find vehicles for Real Estate and Credit funds.
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