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Tax Reporting Associate - Wealth Management Operations - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | south jordan, Utah |
About this job
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.
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.
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 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.
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.
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.
The Tax Operations department is an enterprise
wide firm utility, handling all areas of US taxes and reportable income for
both institutional clients and Morgan Stanley entities. Tax Operations is
responsible for ensuring US tax withholding done at Morgan Stanley conforms
with US tax law, is reported as per IRS regulations to both MS clients and the
Internal Revenue Service, and new products and transaction types are evaluated
for US tax impact. Tax Operations face an unprecedented pace of regulatory and
business change which is driving to improve the group's operating model,
business processes and system capabilities, and we expect the pace of change to
accelerate as the new regulatory environment clarifies. The Tax Department
currently has an opening for a Analyst/Associate to facilitate various
reconciliations, information reporting's (both client {i.e. Form 1099R}, IRS
and State filings as well firm filings {i.e. 945/1042}), as well as Federal and
State deposits.
Tax
Operations is looking for a candidate with 1-3 years of tax experience in the
financial industry to assist in running the day to day operations of the Tax
team.
Primary
Responsibilities:
-
Conducting daily withholding and tax compliance
-
Handling escalations and communications with institutional business units
-
Year-end forms production and quality assurance for
- General
tax withholding and reporting queries
- System
enhancements and testing
-
Assisting in creating business requirement documents & testing of the
changes
Qualifications/Skills
Required
- Ability
to multitask and take ownership of complex issues
-
Attention to detail and meeting deadlines
-
Excellent verbal and written communication skills
- Good
analytical and mathematical skills
-
Comprehensive understanding of Microsoft Excel.
-
Knowledge of US tax withholding and reporting regulations
- FATCA
knowledge preferable but not required
- FBAR
knowledge of information reporting requirements for Entity and Authority
Signature
-Advanced
MS Office skills, including MS Project/ MS PowerPoint Qualifications/Skills Required
- Ability
to multitask and take ownership of complex issues
-
Attention to detail and meeting deadlines
-
Excellent verbal and written communication skills
- Good
analytical and mathematical skills
-
Comprehensive understanding of Microsoft Excel.
-
Knowledge of US tax withholding and reporting regulations
- FATCA knowledge
preferable but not required
- FBAR
knowledge of information reporting requirements for Entity and Authority
Signature
-Advanced
MS Office skills, including MS Project/ MS PowerPoint
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.
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.
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 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.
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.
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.
The Tax Operations department is an enterprise
wide firm utility, handling all areas of US taxes and reportable income for
both institutional clients and Morgan Stanley entities. Tax Operations is
responsible for ensuring US tax withholding done at Morgan Stanley conforms
with US tax law, is reported as per IRS regulations to both MS clients and the
Internal Revenue Service, and new products and transaction types are evaluated
for US tax impact. Tax Operations face an unprecedented pace of regulatory and
business change which is driving to improve the group's operating model,
business processes and system capabilities, and we expect the pace of change to
accelerate as the new regulatory environment clarifies. The Tax Department
currently has an opening for a Analyst/Associate to facilitate various
reconciliations, information reporting's (both client {i.e. Form 1099R}, IRS
and State filings as well firm filings {i.e. 945/1042}), as well as Federal and
State deposits.
Tax
Operations is looking for a candidate with 1-3 years of tax experience in the
financial industry to assist in running the day to day operations of the Tax
team.
Primary
Responsibilities:
-
Conducting daily withholding and tax compliance
-
Handling escalations and communications with institutional business units
-
Year-end forms production and quality assurance for
- General
tax withholding and reporting queries
- System
enhancements and testing
-
Assisting in creating business requirement documents & testing of the
changes
Qualifications/Skills
Required
- Ability
to multitask and take ownership of complex issues
-
Attention to detail and meeting deadlines
-
Excellent verbal and written communication skills
- Good
analytical and mathematical skills
-
Comprehensive understanding of Microsoft Excel.
-
Knowledge of US tax withholding and reporting regulations
- FATCA
knowledge preferable but not required
- FBAR
knowledge of information reporting requirements for Entity and Authority
Signature
-Advanced
MS Office skills, including MS Project/ MS PowerPoint Qualifications/Skills Required
- Ability
to multitask and take ownership of complex issues
-
Attention to detail and meeting deadlines
-
Excellent verbal and written communication skills
- Good
analytical and mathematical skills
-
Comprehensive understanding of Microsoft Excel.
-
Knowledge of US tax withholding and reporting regulations
- FATCA knowledge
preferable but not required
- FBAR
knowledge of information reporting requirements for Entity and Authority
Signature
-Advanced
MS Office skills, including MS Project/ MS PowerPoint
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