We know a lot about investing and are certain that that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

The Global Intelligence Organization:

The Tax Operations Manager plays a lead role in delivering our Global Intelligence and Tax products and services to our current and prospective clients. The role requires development into a subject matter expert in global tax and tax mobility for global share plans and an expert in Global Intelligence and Shareworks tax tools. The role focuses on deep technical knowledge of the Shareworks tax tools, supporting multi-national clients on our suite of product offerings, and the opportunity to support our sales and internal teams across the business, while providing leadership and support for other team members, including identifying process improvements and best practices, and making prioritization decisions on client work and issue resolution

Our ideal candidate has strong planning and organizational skills, the ability to manage multiple projects and lead the work of a group of teammates, is technically savvy, with strong communication skills and likes to work through challenges. You have a passion for solving problems and simplifying complicated scenarios, including creating repeatable processes that help yourself and others ensure consistent results. You are skilled at empowering your team to manage complex issues, and helping them be successful. A knowledge of employee share plans, global tax, and tax mobility would be beneficial. You have a deep belief in team success, a willingness to adapt to continuous change, and a desire to take ownership over responsibilities. You also have a demonstrated ability to build effective relationships with clients, colleagues and other stakeholders.

The Tax Intelligence Specialist:

Key Responsibilities

• Lead the tax rate management service – planning, coordinating and executing on changes to tax rates for GI clients, to ensure accurate and on time application of tax rate and position updates.
• Provide leadership/guidance for team members, including prioritizing client work and developing project plans to manage team deliverables.
• Troubleshooting customer issues and supporting the Platform Engineering, Product and Service teams in getting quick solutions.
• Identify and document best practices and procedures for team members, to ensure efficient, accurate and repeatable results for our clients
• Plan and lead data maintenance and migration activities as needed.
• Ensure that team members’ work meets defined standards for accuracy and timeliness.
• Support requests for Tax Engine support from other groups across the organization, to aid the organization in standardizing on the Tax Engine.
• Become a deep subject matter expert on the Global Intelligence application and be able to support the product and associate teams.

Additional Skills & Responsibilities

• Become an expert in understanding the Shareworks tax tool functionality and Global Intelligence Platform.
• Become an expert in the Shareworks and EEO tax rate update process flows and procedures.
• Be able to plan out large projects and communicate the details of plans to the team and stakeholders, to get understanding and buy in.
• Keep stakeholders and team members updated on progress toward agreed plans, including proactively communicating delays and ensuring affected parties understand current status
• Build on best practices, procedures, and processes to ensure world class customer delivery
• Feeding client requirements and market trends into the Shareworks development roadmap to ensure Shareworks remains a disruptive force with leading technology in the regulatory, compliance, and tax space, including:
  • Identifying product bugs and/or errors when implementing new clients
  • Thoroughly reviewing content, with attention to detail, to confirm information in the platform
• Support internal teams across Morgan Stanley in relation to new or existing functionality to allow for more widespread client support of the tax engine, including providing training on configuration steps and best practices and troubleshooting issues.

Qualifications:

• Bachelor’s degree or similar area of focus
• Highly tech-oriented person capable of understanding complexities of Software as a Service (SaaS)
• Incredible attention to detail
• Practical experience, preferably in financial services, tax industry or equity compensation.
• Fluency in both oral and written English is required; additional spoken and written languages are an asset.
• Team player mentality and place a high value on building strong relationships
• Comfortable delivering effective presentations to a variety of audiences at all levels across different media and deploying differing styles
• Demonstrated competency with common technology and technical concepts, including: Software as a Service (SaaS), Microsoft Excel. Knowledge of Shareworks is an asset.
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.
• Desire to contribute to the growth of the business, our platform and our user’s experience

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.