US Tax Operations Reporting Specialist - Wealth Management Operations
Baltimore , Maryland
January 05, 2017
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.
Morgan Stanley US Tax Operations is a cross-divisional operational utility that supports Retail, Institutional, and Corporate business lines. Tax Operations is responsible for ensuring compliance with IRS & State Regulations related to US tax withholding, reporting, and filing obligations across Morgan Stanley's Retail and Institutional based clients and legal entities. Tax Operations works closely with senior Business Unit representatives and Financial Advisors, providing an in-depth client service role to insure that all tax related inquiries are addressed on a timely basis.

Tax Operations is seeking a Director to manage IGA reporting as required by provisions within Foreign Account Tax Compliance (FATCA). The role will report to a VP within US Tax Operations based in Baltimore. This is a challenging position that requires strong organization and process management skills. This individual will be responsible for maintaining a schedule of all Morgan Stanley entities that have FATCA reporting obligations globally, including submission requirements and deadlines across 40 jurisdictions.

The successful candidate will operate across all business units and functional areas within the firm and possess the following skills:
- Ability to operate across functional areas; including operations, technology, risk, and tax
- Organized and detail oriented
- Ability to operate in fluid environment with tight deadlines

Primary Responsibilities:
- Annual legal entity analysis to determine reporting requirements
- Maintenance of reporting obligations, jurisdictional requirements, and submission deadlines
- Facilitate submission of FATCA reporting for in scope Morgan Stanley entities

Qualifications/Skills Required

- Ability to multitask and take ownership of complex issues
- Attention to detail and meeting deadlines
- Excellent verbal and written communication skills
- Good analytical and problem solving skills
- Comprehensive understanding of Microsoft Excel
- A good understanding of Operations, Technology, & Risk
- Advanced MS Office skills, including MS Project/ MS Powerpoint

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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