Global Intelligence And Tax Implementation Specialist, AVP

Morgan Stanley At Work

We know a lot about investing and are certain that there's no better investment a company can make than in its employees. People don't just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you'll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

The Global Intelligence Organization:

The Implementations Specialist plays a lead role in delivering our Global Intelligence and Tax products and services to our current and prospective clients. The role requires development into a subject matter expert in global tax and tax mobility for global share plans and an expert in Global Intelligence and Shareworks tax tools. The role focuses on relationship services for new and existing clients, implementing multi-national clients on our suite of product offerings, and the opportunity to support our sales and internal teams across the business as well as the development of our product.

The Implementations Specialist:

• Become an expert in understanding of the Global Intelligence Platform and Shareworks tax tool functionality to support clients' share plan compliance.
• Implement new clients as per their contracted services and products – including working closely with clients to understand their needs, rules and policies, and implement their sites to accurately reflect them.
• Serve as the first point of contact when onboarding new clients and provide training, which includes: explaining product functionalities and capabilities, demonstrating product set up and educating on to how to maximize benefits from using the platform.
• Feed client requirements and market trends to the Vice President of Implementations so that they can communicate those trends to the Development team for addition into the Shareworks development roadmap to ensure Shareworks remains a disruptive force with leading technology in the regulatory, compliance, and tax space.
• Client relationship management by answering general queries from clients on the use of the platform within the time frame outlined in our service level agreements.
• Collaborate and communicate with internal and external stakeholders to ensure full understanding of tax legislation, tax rules and mobility rules around the globe.
• Use knowledge of tax legislation, tax policies and mobility rules to build on and refine information on the Global Intelligence Platform and in Shareworks.
• Share knowledge and expertise both with colleagues and with professional contacts through participation and/or attendance in industry events.

Qualifications:

• Bachelor's degree or similar area of focus.
• Qualified lawyer or accountant desirable but not required.
• Highly tech-oriented person capable of understanding complexities of Software as a Service (SaaS).
• 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.
• Knowledge of Shareworks an asset, particularly configuration and client implementation.
• Team player mentality and place a high value on building strong relationships.
• Process focused, organized, with a keen eye for detail.
• Ability to manage multiple client projects at one time.
• 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. Knowledge of Shareworks is an asset.
• 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.