Tax Operations Associate

Morgan Stanley•South Jordan, UT

27d

About The Position

We're seeking someone to join our team as a Tax Operations Associate to support the firm's wealth management gain and loss reporting, 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 at the P2 level 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 build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment
Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests
Culture carrier across Operations, embracing the Firm's core values
Critical thinking, analytical, and problem-solving skills
Clear and concise written and verbal communication skills
At least 0-2 years' relevant experience would generally be expected to find the skills required for this role

Responsibilities

Process transactions/tasks within coverage area
Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures
Follow escalation framework, taking responsibility for identifying, escalating and preventing issues
Raise issues, question others and offer solutions/ideas
Research and update transactions on the assigned data quality daily control reports.
Develop knowledge of tools, firm systems, and software.
Contribute to projects within team related to 1099 preparation.