Tax Operations Associate

Morgan Stanley•South Jordan, UT

About The Position

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 ETRADE 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.

Requirements

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

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 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.