Global Intelligence Information Specialist, AVP

Morgan Stanley; Calgary; On-site; CAD 90,000 - 130,000; Full time

Job summary

Morgan Stanley at Work is seeking a Global Equity Tax Specialist, Assistant Vice President, to lead in updating tax and legal information across 150+ jurisdictions. You will liaise with third-party providers, communicate changes, and ensure Global Intelligence is the trusted information source for the organization.

The role requires strong project management, attention to detail, and fluency in English. You will collaborate with cross-functional teams in a dynamic tax-technology environment and

Qualifications

• Minimum 3 years of relevant experience in global equity in a professional services firm.
• Bachelor’s degree or similar area of focus.
• Superior and demonstrable attention to detail.
• Proven project management skills.
• Highly tech-oriented with demonstrated SaaS understanding.
• Fluency in both oral and written English.
• Excellent communications skills – verbal, written, presentation.
• Highly collaborative and team oriented.
• Excellent at building relationships.
• Focus on continuous improvement and client satisfaction.

Responsibilities

• Liaises with third party information providers to update the legal and tax information in the Global Intelligence platform for over 150 countries.
• Communicates tax changes in a timely manner and provides reasoning behind to multiple stakeholders at Morgan Stanley at Work ensuring Global Intelligence is the single source of information.
• Grows and maintains relationships with new and existing third-party information providers.
• Uses knowledge of tax legislation, tax policies and mobility rules to propose improvements and development to the Global Intelligence platform.
• Compares information on the platform with publicly available information to confirm alignment.
• Collaborates with Global Intelligence’s network of information providers to deliver updates in multiple formats (newsletters and webinars).

Skills

Attention to detail

Project management

English fluency

Communication skills

Collaboration

Education

Bachelor’s degree or similar focus

Tools

SaaS familiarity

Job description

Morgan Stanley at Work provides a service which is designed to simplify the complexities of employee equity plan management, while helping employees realize the full potential of their benefits.

As part of this group, our dedicated team of equity plan specialists in Global Intelligence partner with law firms across the world to deliver a cost effective employee equity plan compliance management service for global private and public companies, ensuring clients have the information they need to successfully operate their plans. Our Global Intelligence platform provides direct support and expertise including tax and legal information, tax guides, project management tools and additional resources for over 150 jurisdictions. Our tax withholding product for non-mobile, mobile and 3 rd party tax calculations within equity administration platforms enables clients to apply the required rates and withholding positions and provides visibility and clarity to participants on how and why tax is applied to equity compensation.

Role

Located in Calgary, Alberta and reporting to the Vice President, Global Intelligence Information Team Manager, the Global Equity Tax Specialist, Assistant Vice President role leads in:

• Ensuring the Global Intelligence platform accurately reflects information confirmed by third-party information providers on the tax and legal implications arising from the operation of equity plans in each jurisdiction covered by the platform.


• Communicating changes to the tax and legal implications of operating equity plans in a timely manner.

Our ideal candidate has experience in advising companies on the tax implications of operating global equity plans, is technically savvy, with strong communication skills. You have a passion for global tax compliance and tax mobility. Knowledge of regulatory compliance is also highly beneficial. You have a deep belief in team success, a willingness to adapt to continuous change and technological solutions, and a desire to take ownership over responsibilities. You also have a demonstrated ability to build effective relationships with clients, colleagues and other stakeholders. Attention to detail is of paramount importance as is fluency in English.

Who We Are

Innovators who are helping shape the best online equity platform for our industry.

Vocal contributors and leaders within our organization.

Experts using our collective knowledge and experience to contribute to the benefit of the team, while helping some of the most recognizable global companies.

People who do things a little differently and are willing to challenge the status quo.

Global in scope but local in execution; we are located all over the world and support companies with equity in over 150 countries.

Responsibilities

• Liaises with third party information providers to update the legal and tax information in the Global Intelligence platform for over 150 countries (and, for the United States, Canada, and Switzerland, updating information at a state, provincial and cantonal level).


• Communicates tax changes in a timely manner and provides reasoning behind to multiple stakeholders at Morgan Stanley at Work ensuring Global Intelligence is the one single source of information when aligning multiple departments


• Grows and maintains relationships with new and existing third-party information providers


• Using knowledge of tax legislation, tax policies and mobility rules to propose improvements and development to the Global Intelligence platform to ensure the platform remains a disruptive force with leading technology in the regulatory, compliance and tax space


• Comparing the information displayed on the Global Intelligence platform with publicly available information to confirm alignment of the information on the platform


• Collaborates with Global Intelligence’s network of information providers to deliver global tax and legal updates in multiple formats (i.e., newsletters and webinars)

Qualifications

• Minimum 3 years of relevant experience in global equity in a professional services firm


• Bachelor’s degree or similar area of focus.


• Superior and demonstrable attention to detail


• Proven project management skills


• Highly tech-oriented person with demonstrated experience of understanding complexities of Software as a Service (SaaS)


• Fluency in both oral and written English is required


• Excellent communications skills – verbal, written, presentation.


• Highly collaborative and team oriented


• Excellent at building relationships


• Focus on continuous improvement and client satisfaction

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 that’s differentiated – and we’ve 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.