Tax Operations Associate

We're seeking someone to join our team as a Tax Operations Associate in Wealth Management Operations to support the firm's wealth management gain and loss reporting, and to ensure compliance with IRS regulations.

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 Associate level position within Core Services which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm’s global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.

What you'll do in the role:
- 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 draw out the key issues and contribute to process improvements
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
- Research and update transactions on the assigned data quality daily control reports.
- Contribute to projects within team related to 1099 preparation.

 
What you'll bring to the role:
- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
- Subject matter expertise in 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
-- Clear and concise written and verbal communication skills
- Ability to collaborate effectively with others and adapt to a dynamic environment
- At least 2 years' relevant experience would generally be expected to find the skills required for this role

 

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.