Analyst 2, P1, Core Services, NEX : Job Level - Analyst

474 MS Services Group, Inc.; Utah; On-site; USD 85,000 - 135,000; Full time

Job summary

Morgan Stanley is seeking a US Tax Operations Analyst to handle reporting obligations for Wealth Management and Institutional clients, ensuring IRS compliance. The role emphasizes automation and collaboration with technology to improve efficiency.

The team is primarily located in Utah with additional coverage in New York, offering exposure to cross‑border regulatory work and evolving platform initiatives within a major financial institution.

Qualifications

• Bachelor's degree in a business field and/or experience in the financial industry.
• 2-5 years of relevant work experience.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
• Superior communication skills, both oral and written.

Responsibilities

• Handle all reporting obligations for the Firm's Wealth Management and Institutional clients and ensure compliance with IRS regulations.
• Maintain cost basis records and provide Gain/Loss reporting for assets held in MS Wealth Management customer accounts.
• Collaborate with cross-organizational operations teams, reconcile discrepancies between processing systems, and verify regulatory reporting accuracy.
• Support testing of strategic platform initiatives and contribute to automation efforts using tools like Alteryx, UI Path, and EUC.
• Crypto space experience is encouraged for this role.

Skills

Independent worker

Time management

Problem solving

Attention to detail

Communication skills

Education

Bachelor's degree in Business or Financial field

Tools

Excel/Office

Access

Data modelling

Job description

The US Tax Operations Analyst role handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. The department has a major focus on automation. We work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically. Experience within the Crypto space is encouraged for this role.

Requirements

• Ability to work independently well within a team environment.
• Excellent Time Management, Interpersonal, and Problem-Solving Skills.
• Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

Qualifications

• Bachelors Degree in a Business field and/or experience in the Financial Industry.
• 2-5 years of relevant work experience.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
• Superior Communication Skills, both oral and written.

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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.