Tax Mobility Vice President

Morgan Stanley • Calgary, AB

23h • Onsite

About The Position

Morgan Stanley at Work provides a service designed to simplify equity plan management and help employees maximize their benefits. The Global Intelligence team partners with law firms worldwide to offer cost-effective employee share plan compliance management for global companies. Their Intelligence database covers tax and legal information, tax guides, and project management tools for approximately 160 jurisdictions. The tax withholding product within Shareworks calculates taxes for non-mobile, mobile, and third-party scenarios, providing clarity to participants.

The Tax Mobility Vice President role, ideally located in Calgary, Alberta, and reporting to the Vice President, Global Intelligence Associate Team Manager, will lead the delivery of Global Intelligence and Tax products and services to clients. This role offers the opportunity to become a subject matter expert in global tax, tax mobility, and regulatory compliance for global share plans, as well as an expert in Global Intelligence and Shareworks tax tools. The focus is on client service, expanding the tax offering, and supporting sales, internal teams, and product development.

Requirements

• Minimum 8 years of relevant experience in tax mobility and/or equity.
• Bachelor’s degree or similar area of focus.
• Proven client relationship management.
• Highly tech-oriented person with demonstrated experience of understanding complexities of Software as a Service (SaaS).
• Incredible attention to detail.
• Fluency in both oral and written English is required; additional spoken and written languages are an asset.
• Team player mentality and place a high value on building strong relationships.
• Comfortable delivering effective presentations to a variety of audiences at all levels across different media and deploying differing styles.
• Demonstrated competency with common technology and technical concepts, including: Software as a Service (SaaS), Microsoft Excel.
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.
• Desire to contribute to the growth of the business, our software and our user’s experience.

Nice To Haves

• Knowledge of employee share plans and regulatory compliance would be beneficial.
• Knowledge of Shareworks is an asset.

Responsibilities

• Achieving an expert understanding of the Global Intelligence Database and Shareworks tax tool functionality to support clients’ share plan compliance.
• Client relationship management, providing timely and accurate information to existing and potential clients on global tax, tax mobility and regulatory requirements related to employee share plans.
• Collaborating and communicating with internal and external stakeholders to ensure full understanding of tax legislation, tax rules and mobility rules around the globe.
• Using knowledge of tax legislation, tax policies and mobility rules to build on and refine information in the Global Intelligence Database and in Shareworks.
• Feeding client requirements and market trends into development roadmap to ensure that the Global Intelligence Database and Shareworks remain a disruptive force with leading technology in the regulatory, compliance and tax space.
• Business development activities by providing insight, expertise and product demonstrations as required.
• Sharing knowledge and expertise both with colleagues and with professional contacts through participation in industry events.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager