US Operations Tax Compliance Manager US Operations Tax Compliance Manager …

Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
US Operations Tax Compliance Manager
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 Position
Morgan Stanley US Operations Tax Compliance (OTC) group is a cross-divisional operational team which supports Retail, Institutional, and Corporate business lines. OTC is responsible for ensuring compliance with IRS & State Regulations relating to US tax withholding, reporting, and filing obligations across Morgan Stanley's Retail and Institutional-based clients and legal entities. The successful candidate will be a critical contributor to the administration and management of the firm's Legal Entity Management Program, including:
-the review and improvement of related Legal Entity Management controls that impact the firm's ability to comply with the Foreign Account Tax Compliance Act (FATCA),
-evaluation of Legal Entity Management processes to ensure compliance and efficiency,
-development and maintenance of OTC Procedures relating to Legal Entity Management,
-development and maintenance of OTC Risk and Control Standards relating to Legal Entity Management,
-development and maintenance of key metrics that provide senior Operations and OTC management with a view of Legal Entity Management compliance
-assist management with further enhancing the processes of Legal Entity Management to ensure continuing improvement


Your Experience and Skills
You have:
-a Bachelor's degree
-7-10 years of Financial Services Experience with 3-5 years of Tax Operations or Tax Compliance experience
-excellent verbal and written communication skills, with the ability to persuasively communicate complex issues succinctly and clearly at all levels of the organization
-strong project management skills with the ability to lead small working groups to conclusion
-a strong work ethic and attention to details
-solid analytical and problem solving skills
-a risk and compliance mindset
-an advanced proficiency in MS Excel, PowerPoint, Visio and Word
-a FINRA Series 99 needed, but can be obtained

You are:
-willing to learn, and able to balance a diverse work-load with multiple deadlines
-highly organized with the ability to prioritize and think critically
-flexible and capable of prioritizing based on business demands
-team-oriented with strong interpersonal skills reliable and resilient

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