Global Intelligence Information Specialist, AVP

Morgan Stanley • Calgary, AB

9d • Onsite

About The Position

Morgan Stanley at Work provides a service designed to simplify employee equity plan management and help employees realize the full potential of their benefits. The Global Intelligence team partners with law firms worldwide to deliver a cost-effective employee equity plan compliance management service for global private and public companies, ensuring clients have the necessary information to operate their plans successfully. The Global Intelligence platform offers direct support and expertise, including tax and legal information, tax guides, project management tools, and additional resources for over 150 jurisdictions. The tax withholding product supports non-mobile, mobile, and third-party tax calculations within equity administration platforms, allowing clients to apply required rates and withholding positions and providing clarity to participants on tax application to equity compensation. This role, located in Calgary, Alberta, reports to the Vice President, Global Intelligence Information Team Manager. The Global Equity Tax Specialist, Assistant Vice President, is responsible for ensuring the Global Intelligence platform accurately reflects tax and legal implications from equity plan operations, as confirmed by third-party providers, and for timely communication of changes. The ideal candidate has experience advising companies on global equity plan tax implications, is technically savvy, possesses strong communication skills, and has a passion for global tax compliance and tax mobility. Knowledge of regulatory compliance is beneficial. The candidate should believe in team success, adapt to change and technology, take ownership, and build effective relationships. Attention to detail and English fluency are paramount.

Requirements

• Minimum 3 years of relevant experience in global equity in a professional services firm
• Bachelor’s degree or similar area of focus.
• Superior and demonstrable attention to detail
• Proven project management skills
• Highly tech-oriented person with demonstrated experience of understanding complexities of Software as a Service (SaaS)
• Fluency in both oral and written English is required
• Excellent communications skills – verbal, written, presentation.
• Highly collaborative and team oriented
• Excellent at building relationships
• Focus on continuous improvement and client satisfaction

Nice To Haves

• Knowledge of regulatory compliance
• Passion for global tax compliance and tax mobility
• Deep belief in team success
• Willingness to adapt to continuous change and technological solutions
• Desire to take ownership over responsibilities
• Demonstrated ability to build effective relationships with clients, colleagues and other stakeholders

Responsibilities

• Liaises with third party information providers to update the legal and tax information in the Global Intelligence platform for over 150 countries (and, for the United States, Canada, and Switzerland, updating information at a state, provincial and cantonal level).
• Communicates tax changes in a timely manner and provides reasoning behind to multiple stakeholders at Morgan Stanley at Work ensuring Global Intelligence is the one single source of information when aligning multiple departments
• Grows and maintains relationships with new and existing third-party information providers
• Using knowledge of tax legislation, tax policies and mobility rules to propose improvements and development to the Global Intelligence platform to ensure the platform remains a disruptive force with leading technology in the regulatory, compliance and tax space
• Comparing the information displayed on the Global Intelligence platform with publicly available information to confirm alignment of the information on the platform
• Collaborates with Global Intelligence’s network of information providers to deliver global tax and legal updates in multiple formats (i.e., newsletters and webinars)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees