Morgan Stanley

Global Intelligence & Tax Solutions Implementations Manager, VP

Morgan Stanley • $120K — $150K *
Calgary, AB T1Y 7M8In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • In-depth knowledge of Shareworks and Tax Mobility preferred, especially in the Tax Mobility module.
  • Strong organizational skills for managing client implementation queues and ensuring client satisfaction.
  • Bachelor's degree in business, finance, or a related field required.
  • Qualified lawyer or accountant desirable, though not mandatory.
  • Highly tech-oriented with a grasp on SaaS complexities and Microsoft Excel.
  • Fluency in English is essential; proficiency in additional languages is a plus.
  • Experience in line management is beneficial and shows leadership capability.

Responsibilities

  • Leverage expertise in Shareworks and Tax Engine for client implementations.
  • Implement contracted client services while addressing their specific needs and policies.
  • Serve as the initial contact during the onboarding process, providing training and support.
  • Manage the implementation pipeline for accurate forecasting and team performance tracking.
  • Mentor team members to encourage self-sufficiency and consistency in practices.
  • Refine and enhance implementation processes to boost accuracy and efficiency.
  • Identify opportunities for team efficiency improvements by collaborating with other departments.

Benefits

  • Opportunity to mentor and develop team members.
  • Engage in continuous learning within a fast-paced environment.
  • Contribute to the growth of an innovative platform and enhance user experience.
Full Job Description
Global Intelligence & Tax Solutions Implementations Manager Role:

The Global Intelligence & Tax Solutions Implementations Manager plays a lead role in delivering our Global Intelligence and Tax products and services to our current and prospective clients. The role requires 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 implementing multi-national clients on our suite of product offerings, mentoring people across the organization, including the implementations Specialists, Associates and Shareworks service teams, and evolving and improving our implementation process. A key part of the role will be looking at ways to streamline our existing processes, to increase the capacity of Tax Mobility implementations so we can reach a greater number of clients. This will include establishing a process for Global Intelligence products to be implemented as part of the initial client Onboarding, ensuring this is structured and sustainable providing for a positive client experience.

Our ideal candidate is technically savvy, with strong communication skills, likes to work through challenges and has a strong knowledge of Shareworks and the Tax Engine, specifically the mobility module. They will have a passion for global tax compliance and tax mobility. They will have a deep belief in team success, a willingness to adapt to continuous change, and a desire to take ownership over responsibilities. They will also have a demonstrated ability to build effective relationships with clients, colleagues, and other stakeholders.

Tax Implementations Manager Responsibilities:
  • Possesses an expert understanding of Shareworks and the Tax Engine.
  • Implement new clients as per their contracted services and products - including working closely with clients to understand their needs, rules and policies, and implement the tools 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.
  • Manage the implementations pipeline to allow accurate forecasting of start and completion dates and determine team velocity.
  • Train and mentor implementations team members to help them become self-sufficient in client implementations and ensure a common set of practices are used across the team.
  • Define and refine the implementations process to improve both accuracy and efficiency of client implementations, and smooth transition to service teams after go live.
  • Work across the organization to identify and implement improvements in team efficiency, including working with other teams and utilizing automation tools.
  • Feed client requirements and market trends into the Shareworks development roadmap to ensure Shareworks remains a disruptive force with leading technology in the regulatory, compliance and tax space.
  • Educate the broader Shareworks by Morgan Stanley organization on the operation and maintenance of Tax Mobility, including service and sales teams.
  • 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 in industry events.


Qualifications:
  • In-depth knowledge of Shareworks and Tax Mobility preferred, including hands on familiarity with all steps in implementing and testing the Tax Mobility module, importing client data, and configuring client reports.
  • Strong process focus with demonstrated ability to organize and manage a client queue to ensure predictable start and finish dates while ensuring high levels of client satisfaction.
  • Bachelor's degree in business, finance, or any other related area required.
  • Qualified lawyer or accountant desirable but not required.
  • Highly tech-oriented person capable of understanding complexities of Software as a Service (SaaS).
  • Incredible attention to detail.
  • 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.
  • Line management experience beneficial.
  • 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.
  • Passion for leading people, leveraging individual team members strengths to meet and exceed team goals.

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
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates
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