Tax Intelligence Specialist, AVP at Morgan Stanley

Calgary, Alberta, Canada -

Full Time

Start Date

Immediate

Expiry Date

21 Jan, 26

Salary

0.0

Posted On

23 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Rate Management, Troubleshooting, Training, Data Maintenance, Report Creation, EEO Tax Functionality, Software as a Service, Microsoft Excel, Attention to Detail, Financial Services, Equity Compensation, Client Communication, Collaboration, Problem Solving, Time Management, Adaptability

Industry

Financial Services

Description

Execute our tax rate management service - preparing, applying and verifying changes to tax rates for GI clients, to ensure accurate and on time application of tax rate and position updates. Become a subject matter expert on the Shareworks Tax Engine - You'll troubleshoot customer issues and support internal teams in getting quick solutions, as well as providing training to internal audiences. Become a subject matter expert on the Global Intelligence platform. You'll use your deep understanding of the application to work with the development team, testing new features and bug fixes, as well as troubleshooting production issues raised by clients. Execute data maintenance and migration activities as needed. Support requests for Tax Engine support from other groups across the organization, to aid the organization in standardizing on the Tax Engine. Become an expert in ad-hoc report creation, able to support the implementations and CSM teams with report creation/customization requests and troubleshooting. Become an expert in EEO tax functionality and support integration work between the EEO and Global Intelligence development teams. Be able to manage your time and priorities while delivering work to a very high degree of accuracy. Keep stakeholders and team members updated on progress toward agreed plans, including proactively communicating delays and ensuring affected parties understand current status. Build on best practices, procedures, and processes to ensure world class customer delivery Feeding client requirements and market trends into the Shareworks and Global Intelligence development roadmaps, including: o Identifying product bugs and/or errors and properly escalating where required o Identifying client needs not currently met by the product Bachelor's degree or similar area of focus Highly tech-oriented person capable of understanding complexities of Software as a Service (SaaS) Incredible attention to detail Practical experience, preferably in financial services, tax industry or equity compensation. 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 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 platform and our user's experience Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. 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. 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. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Responsibilities

Execute tax rate management services for GI clients, ensuring accurate application of tax rates and updates. Support internal teams and clients by troubleshooting issues and providing training on the Shareworks Tax Engine and Global Intelligence platform.