Morgan Stanley

Global Intelligence Information Specialist, AVP

Morgan Stanley$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 3 years of relevant experience in global equity at a professional services firm.
  • Bachelor's degree or similar field of study.
  • Superior attention to detail is crucial.
  • Proven skills in project management are essential.
  • Highly tech-oriented with a strong grasp of Software as a Service (SaaS) complexities.
  • Fluency in English, both oral and written, is required.
  • Excellent communication skills including verbal, written, and presentation abilities.

Responsibilities

  • Liaises with third-party information providers to update legal and tax information for over 150 countries.
  • Communicates tax changes and reasoning to stakeholders at Morgan Stanley, ensuring Global Intelligence remains the single source of information.
  • Grows and maintains relationships with third-party information providers.
  • Proposes improvements to the Global Intelligence platform using knowledge of tax legislation and mobility rules.
  • Verifies alignment of information on the Global Intelligence platform with publicly available data.
  • Collaborates with information providers to deliver global tax and legal updates through various formats.

Benefits

  • Opportunities for professional growth and development.
  • Collaborative work environment that promotes team success.
  • Access to cutting-edge technology and resources.
  • Engagement with a diverse range of clients and stakeholders.
Full Job Description
Located in Calgary, Alberta and reporting to the Vice President, Global Intelligence Information Team Manager, the Global Equity Tax Specialist, Assistant Vice President role leads in: • Ensuring the Global Intelligence platform accurately reflects information confirmed by third-party information providers on the tax and legal implications arising from the operation of equity plans in each jurisdiction covered by the platform. • Communicating changes to the tax and legal implications of operating equity plans in a timely manner. Our ideal candidate has experience in advising companies on the tax implications of operating global equity plans, is technically savvy, with strong communication skills. You have a passion for global tax compliance and tax mobility. Knowledge of regulatory compliance is also highly beneficial. You have a deep belief in team success, a willingness to adapt to continuous change and technological solutions, and a desire to take ownership over responsibilities. You also have a demonstrated ability to build effective relationships with clients, colleagues and other stakeholders. Attention to detail is of paramount importance as is fluency in English. Responsibilities: • Liaises with third party information providers to update the legal and tax information in the Global Intelligence platform for over 150 countries (and, for the United States, Canada, and Switzerland, updating information at a state, provincial and cantonal level). • Communicates tax changes in a timely manner and provides reasoning behind to multiple stakeholders at Morgan Stanley at Work ensuring Global Intelligence is the one single source of information when aligning multiple departments • Grows and maintains relationships with new and existing third-party information providers • Using knowledge of tax legislation, tax policies and mobility rules to propose improvements and development to the Global Intelligence platform to ensure the platform remains a disruptive force with leading technology in the regulatory, compliance and tax space • Comparing the information displayed on the Global Intelligence platform with publicly available information to confirm alignment of the information on the platform • Collaborates with Global Intelligence's network of information providers to deliver global tax and legal updates in multiple formats (i.e., newsletters and webinars) Qualifications: • Minimum 3 years of relevant experience in global equity in a professional services firm • Bachelor's degree or similar area of focus. • Superior and demonstrable attention to detail • Proven project management skills • Highly tech-oriented person with demonstrated experience of understanding complexities of Software as a Service (SaaS) • Fluency in both oral and written English is required • Excellent communications skills - verbal, written, presentation. • Highly collaborative and team oriented • Excellent at building relationships • Focus on continuous improvement and client satisfaction WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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