Parametric Job Level Associate

Morgan Stanley Operations Tax Compliance (OTC) group is a cross-divisional team based in New York City and Jersey City. It sits within the Client Tax Operations group and has two core remits; QA Testing and Governance & Training:

- QA Testing: Quality Assurance is an added control layer supporting Client Tax Operations (CTO) functions through testing of production activity across the end-to-end tax processing lifecycle. The Tax QA coverage is inclusive of Institutional Wealth Management Retail and Stock Plan Client Accounts and covers various Tax Regimes (e.g. IRS (US) Ch3 Ch4 & 61; Canadian Tax Reporting & Withholding Obligations etc.)

- Governance & Training: OTC maintains a multi-faceted governance program designed to oversee Morgan Stanleys non-U.S. entities compliance with various U.S. tax regimes and regulations and to ensure triennial certifications and periodic reviews are performed with effective internal controls. Additionally OTC coordinates delivery of various training initiatives to support cross-departmental knowledge sharing and tax awareness.
OTC is seeking an associate to help support its core remits. The ideal candidate is highly adaptable and capable of balancing multiple deliverables at once. Also highly analytical and intellectually curious with a powerful desire to solve problems.

Responsibilities
- Participate in Tax Operations Quality Assurance Testing inclusive of test plan design & execution
- Support strategic initiatives and projects including automation of OTC processes
- Contribute to reviewing and enhancing controls to further mature Tax Compliance
- Coordinate delivery of additional compliance program deliverables (e.g. training sub-certification collection procedure updates) Qualifications:
- Bachelors degree
- 1-3 years of Financial Services Experience ideally with Operations Tax experience
- Knowledge/familiarity with IRS Rules Chapter 3 (NRA) Chapter 4 (FATCA) and Chapter 61 (Back-up Withholding)
- Analytical and critical thinking skills for interpreting tax rules and logic
- Attention to detail in validating documentation and reconciling client activity
- Ability to manage manual and automated control processes including but not limited to QA testing

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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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Expected base pay rates for the role will be between $65000.00 and $103000.00 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).