Tax Documentation Manager

Morgan Stanley

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Job Title: Tax Documentation Manager
Location: South Jordan, UT
Hiring Company: Morgan Stanley
Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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 be responsible for managing a team and will have the primary responsibility to supervise their day to day responsibilities, manage their performance and careers and identity opportunities to better organize and prioritize tasks and responsibilities.

The candidate will have extensive interactions with internal stakeholders within various Business Unit Account Managers, all levels of various Branches, Financial Advisors and colleagues outside of Tax Operations (e.g 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 lead 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, desktop and written supervisory procedures.
* Highly Organized and Detail Oriented.
* Ability to manage a dedicated tax documentation team in a complex and dynamic environment.
* 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. #LI-FQ1

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