Job Description

Job Description:
Department Profile: Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Background on the Team:
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities .Morgan Stanley US Tax Operations is a cross-divisional operational utility that supports Retail, Institutional, and Corporate business lines.

Tax Operations is responsible for ensuring compliance with IRS & State Regulations related to US tax withholding, reporting, and filing obligations across Morgan Stanley's Retail and Institutional based clients and legal entities. Tax Operations works closely with senior Business Unit representatives, Operations colleagues and client representatives, providing an in-depth client service role to insure that all tax related inquiries are addressed on a timely basis. Background on the Position US Tax Operations is seeking an experienced individual to support Morgan Stanley's Tax Documentation team. This role will present the candidate with challenging opportunities due to the high regulatory risk coupled with high volumes, tight deadlines and demanding client base. The position requires exceptionally strong organization, process and people management skills. In addition, this role requires excellent trouble shooting, execution and communication (written and verbal) skills.

Primary Responsibilities:
- This individual will be responsible to troubleshoot, research and action all client/stakeholder queries related to documentation, allocation statements, change in circumstance, & US indicia and reporting.
- The candidate should have prior tax experience and be familiar with all aspects of tax operations.
- The candidate will have extensive interactions with internal stakeholders in both the Business Units as well as colleagues outside of Tax Operations (e.g Syndicated Loan Ops, FX Ops, Client - - - Reference Data Ops, Tax Technology, Tax Compliance) and will be expected to troubleshoot with the team(s), propose and ensure implementation of solutions.
- In addition, this individual will be expected to materially participate in all strategic projects by supporting the documentation of Business Requirements Documents and testing.
- The candidate is expected to prepare and present findings related to Key Risk and Key process metrics as well as explore solutions to reduce risk, create capacity and improve client service. Skills required:
- The successful candidate will operate across all business units and functional areas within the firm and possess the following skills:
- Ability to multitask and take ownership of complex issues and meet tight deadlines.
- Ability to quickly identify an issue, coupled with the ability to succinctly articulate and escalate the issue, impact and corrective action to senior management.
- Ability to identify and set priorities and support the team accordingly.
- Ability to operate across all functional areas across Business Unit, Corporate Tax, Technology, Compliance, Audit and Risk.
- Ability to document process flows and desktop procedures.
- Highly Organized and Detail Oriented.
- Attention to detail and meeting deadlines.
- Excellent verbal and written communication skills.
- Excellent analytical and problem solving skills.
- Comprehensive understanding of Microsoft Excel.
- A good understanding of Operations, Technology, & Risk.
- Advanced MS Office skills, including MS Excel, PowerPoint, Word and MS Project.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visithttps://www.morganstanley.com/people-opportunities/eeo