Tax Operations - Gain/ Loss Associate- Wealth Management Operations
Location:
South Jordan , Utah
Posted:
November 19, 2017
Reference:
3100377
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

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.

The Client Cost Accounting and Reporting (CCAR) team maintains cost basis records and provides cost basis reporting for assets held by institutional clients. Each representative is responsible for reconciling discrepancies in cost basis reporting, for answering and resolving inquires on a wide variety of cost basis topics involving 1099-B reporting for covered products (including equities, options, single stock futures, and fixed income products), and for providing educational and regulatory insight. This position has an emphasis on the processing of corporate action events with the correct taxability to ensure accurate cost basis reporting.

Qualifications
A successful candidate will possess the following skills:

• Strong attention to detail
• Ability to thoroughly investigate and problem solve
• Ability to see an assignment through from conception to completion
• Ability to organize and prioritize work and meet deadlines
• Ability to learn new systems quickly
• Comprehensive understanding of Microsoft Excel
• Aptitude to multi-task and adjust quickly to change
• Continual focus on process improvement

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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