Gain / Loss Tax Team Manager - Wealth Management Operations

 •  Morgan Stanley South Jordan, UT

Less than 5 years experience  •  Financial Services

Salary depends on experience
Posted on 11/22/17
South Jordan, UT
Less than 5 years experience
Financial Services
Salary depends on experience
Posted on 11/22/17


Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.

Our client, a global leader in finance and wealth management, is looking for a highly motivated Tax Operations key contributor. This is a leadership role within the broader US Tax Operations organization that supports Retail, Institutional, and Corporate business lines.


Primary Responsibilities
Oversee, direct, and/or supervise functions and processes within the Utah Tax Operations division
Partner and liaison with other members of the client's Corporate Tax and Tax Operations divisions on all IRS matters impacting Tax Operations regulatory responsibilities
Monitor and manage Tax Operational processes and risks


Tax Operations is responsible for ensuring compliance with IRS Regulations related to cost basis reporting, and filing obligations across our client's Retail and Institutional based clients and legal entities. Tax Operations works closely with cross-organizational operations teams, Financial Advisors, providing in-depth client service to insure that all tax related inquiries are addressed on a timely basis.
The successful candidate will have a strong working knowledge and experience in the US Tax Operations space as it relates to cost basis reporting, compliance, and forms reporting


3+ years team management experience in Tax Advisory, Tax Legal, Tax Operations or similar experience with US Tax Withholding & Reporting regulations or related industry experience
Strong leadership and supervisory skills - Staff management experience
Strong verbal and written communication skills and the ability to interact with all levels of staff and management

Risk management background is helpful


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