Global Intelligence & Tax Solutions Implementations Manager, VP

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain theres no better investment a company can make than in its employees. People dont just drive a company; they are the company. So when people work at their best companies do too. Morgan Stanley at Work a division of Morgan Stanley Wealth Management provides workplace financial solutions that build employee financial confidence foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity Financial Wellness and Retirement Solutions. Plus we provide all employees with Financial Empowerment so they have the knowledge tools and support needed to make the most of their workplace financial benefits.

What youll be part of our Morgan Stanley at Work culture:

At Morgan Stanley at Work we walk the talk. We have created a place for our employees to learn achieve and grow a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients expectations and helping them are fearless in taking on new challenges that deliver exceptional believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers empathetic listeners team players and inclusive are committed to your growth and development and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

The Global Intelligence Organization:

Global Intelligence is a cloud service that provides legal and tax information to companies that offer stock as part of their employees compensation across multiple countries. Our industry-leading application is designed to simplify the complexities of equity plan management while helping employees realize the full potential of their benefits.

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.
• Bachelors 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 users experience.
• Passion for leading people leveraging individual team members strengths to meet and exceed team goals.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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