We're seeking someone to join our team as a Tax Advisory Director in Wealth Management Operations to perform advisory on tax reporting/withholding relating to equities, preferred stock, publicly traded partnerships, debt securities and distributions along with mergers and tender offers events.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships.
This is an Advanced Specialist position at Director level within core services to perform and manage product agnostic and centralized operational services across several businesses or products; requires deep functional expertise.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on...
What you'll do in the role: - Manage complex processes and/or support significant process management/project efforts - Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions - Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution - Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations - Properly track, review, maintain guidance to be fed to downstream systems
What you'll bring to the role: - Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures - Ability to think commercially, understand the impact of initiatives, risks on the operational budget - Ability to address non-standard issues within area of expertise - Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you - General knowledge of corporate actions income and reorganization processing - Understanding of Non-Resident Alien and U.S. withholding tax and its impact on IRS tax forms reporting (1099/1042-S) - At least 6 years' relevant experience would generally be expected to find the skills required for this role
Role is Hybrid and will require in office attendance 3 days/week.
Expected base pay rates for the role will be between $68,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
