Full Time
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Job Type

Full Time

Job Details

Company Profile
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.

Department Profile
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.

The Morgan Stanley US Operations Tax Compliance team is seeking a Team Manager to support its Compliance and Quality Assurance function. 

The purpose of this function is to uphold a strong control environment and promote audit readiness through testing and evaluation of Tax Operations processes and systems that support regulatory documentation, withholding and reporting requirements. This managerial role will primarily focus on overseeing a team of analysts responsible for testing and evaluating tax compliance within Stock Plan & Retail based client accounts, inclusive of US (IRS/State) and non-US regulatory requirements. Non-US regulatory requirements include, but are not limited to, Common Reporting Standards (CRS) and Canadian Revenue Agency (CRA) client tax documentation, withholding, reporting functions. In addition, the Team Manager will be responsible for leading key strategic initiatives to further enhance the OTC team's target operating model, and/or ad-hoc projects.

Note - Open to candidates for the 1 NYP or Jersey City Office locations #LI-J


- Bachelors degree
- At least 6 years' relevant experience
- Demonstrable experience of managing people and processes

- Experience within Tax Operations
- 3-5 years of Chapter 3 (NRA), Chapter 4 (FATCA) / chapter 61 (Back-up Withholding) experience.
- CRS Reporting requirements and/or CRA Client Tax Requirements

Role is Hybrid and will require in office attendance 3 days/week.

Expected base pay rates for the role will be between $70,000 and $125,000 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 Stanley's 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.

Moran Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #LI-JO

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US Tax Operations Manager
I'm Interested