Associate Tax Operations

About the job

As an Associate_Tax Operations in Ops Risk and Regulatory Control at Morgan Stanley, you will play a crucial role in managing operational tax risk within the Firm. Working closely with Operations groups, the Corporate Tax Division, and Business Units, you will primarily focus on operational tax processes for the firm. You will also have the opportunity to work on global projects and develop expertise in cross-border transactions and international tax operations. **Key Responsibilities:** - Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets, and instruments that influence the team. - Recognize risk in day-to-day processes to identify key issues and contribute to process improvements. - Build relationships within the team and with internal stakeholders, sharing knowledge to enhance team output. - Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution. - Support operational and business unit tax activities related to operational taxes, including assisting with tax processing. - Analyze and report on the impact of tax changes and new business proposals; communicate findings to senior management and global teams. - Collaborate with Corporate Tax, Business Units, and other Operations teams globally to implement operational tax processes for the firm. - Document operational tax requirements, processes, policies, and procedures to ensure tax compliance. - Contribute to process automation initiatives using platforms such as Power BI, UI Path, Alteryx, or Gen AI. - Collaborate effectively across geographical and functional boundaries, demonstrating strong relationship skills. **Qualifications Required:** - Ability to establish clear goals and priorities and address non-standard issues within the area of expertise with minimal guidance and supervision. - Subject matter expertise in the business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests. - Culture carrier across Operations, embracing the Firm's core values. - At least 2 years' relevant experience would generally be expected to find the skills required for this role. - Bachelor's degree in finance, accounting, business, or a related field, preferable. - Good level of understanding and hands-on experience in operational processes. - Basic level of understanding of operational taxes (transactional tax, withholding tax, capital gains tax, and operational tax reporting) and their implications for financial institutions. - Strong risk mindset. - Strong analytical, communication, and project management skills. - Experience with automation tools (Power BI, UI Path, Alteryx, Gen AI) preferred. - Motivated, self-driven, and able to manage changing priorities and deadlines.

Requirements

• Operational Tax
• Project Management
• Analytical Skills

Qualifications

• Bachelor's degree in Finance, Accounting, Business or related field

Preferred Technologies

• Operational Tax
• Project Management
• Analytical Skills

About the company

Morgan Stanley values putting clients first and leading with exceptional ideas, committing to diversity and inclusion, and giving back to society. The firm is committed to providing a supportive and inclusive environment where all individuals can maximize their full potential.