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Tax Operations 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.
The Morgan Stanley Tax Operations team is responsible for ensuring that all tax documentation, withholding, and reporting & filing obligations are met for all Morgan Stanley Investment Banking Customers in the Americas receiving U.S. Sourced Income.
The Tax Operations Representative will serve as a vital member of the Tax Operations Team in Salt Lake City, UT, working with Global Tax Operations to assist in running an effective Operations control function.
Responsibilities:
- Execute business and regulatory compliance responsibilities relating to Tax Operations, which includes the following:
- Support various Global Business Units (Prime Brokerage, PWM, FX, Client On-Boarding, etc.) through the collection, validation, and re-solicitation of tax documentation where required and work through resolution of tax form issues with the various business units and clients.
- Assist in remediation efforts to procure tax documentation for accounts that have invalid/missing information.
- Index and scan all tax documents for main and sub accounts to ensure documentation is retained and stored in a secure manner, and maintained correctly for audit purposes.
- Responsible for archiving documentation with network storage and offsite storage.
- Assist in ensuring compliance with current and future tax year requirements.
- Assist in the creation and maintenance of standard operating procedures and policies as related to tax operations and tax documentation initiatives and requirements.
- Participate on tax documentation projects that focus on complying with new and existing regulatory requirements and specifications to create productivity enhancements.
Requirements:
- Bachelor's Degree with 2-3 years experience in the Financial Industry.
- Understanding of general accounting principles as they apply to the industry.
- Knowledge of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
- Excellent Communication Skills, both oral and written.
- Ability to work well within a team environment.
- Excellent Time Management, Interpersonal, and Problem-Solving Skills.
- Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
- Attention to detail and quality of work.
- Consistently exercise sound and decisive judgement.
- Commitment to personal development.
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 Morgan Stanley Tax Operations team is responsible for ensuring that all tax documentation, withholding, and reporting & filing obligations are met for all Morgan Stanley Investment Banking Customers in the Americas receiving U.S. Sourced Income.
The Tax Operations Representative will serve as a vital member of the Tax Operations Team in Salt Lake City, UT, working with Global Tax Operations to assist in running an effective Operations control function.
Responsibilities:
- Execute business and regulatory compliance responsibilities relating to Tax Operations, which includes the following:
- Support various Global Business Units (Prime Brokerage, PWM, FX, Client On-Boarding, etc.) through the collection, validation, and re-solicitation of tax documentation where required and work through resolution of tax form issues with the various business units and clients.
- Assist in remediation efforts to procure tax documentation for accounts that have invalid/missing information.
- Index and scan all tax documents for main and sub accounts to ensure documentation is retained and stored in a secure manner, and maintained correctly for audit purposes.
- Responsible for archiving documentation with network storage and offsite storage.
- Assist in ensuring compliance with current and future tax year requirements.
- Assist in the creation and maintenance of standard operating procedures and policies as related to tax operations and tax documentation initiatives and requirements.
- Participate on tax documentation projects that focus on complying with new and existing regulatory requirements and specifications to create productivity enhancements.
Requirements:
- Bachelor's Degree with 2-3 years experience in the Financial Industry.
- Understanding of general accounting principles as they apply to the industry.
- Knowledge of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
- Excellent Communication Skills, both oral and written.
- Ability to work well within a team environment.
- Excellent Time Management, Interpersonal, and Problem-Solving Skills.
- Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
- Attention to detail and quality of work.
- Consistently exercise sound and decisive judgement.
- Commitment to personal development.
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