Tax Operations Analyst — Automation-Driven Reporting & Crypto

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

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.