Join to apply for the Operations Associate - Tax role at Lombard Counseling and Psychological Services.
An opportunity has arisen within the International Tax Operations team for a full-time Associate to assist in the day-to-day processing of multiple operational tax obligations, including but not limited to Transaction Tax, Stamp Tax, and Capital Gains Tax.
In order to effectively execute operational tax requirements from both a Firm and client perspective, this role will involve a number of different elements, focusing on reconciliation, risk identification and remediation, and ensuring adherence to regulatory and operational deadlines. Amongst other deliverables, the team ensures successful payment and reporting of operational tax obligations across global markets and ensures ongoing compliance with new regulations as they arise.
The Key Responsibilities Of The Successful Applicant Will Include:
* Supporting several tax reconciliation and processing functions to ensure that both Firm and Clients are accurately charged.
* Timely submission of tax documentation to custodians/tax authorities to ensure compliance with all transaction tax obligations in EMEA and the Americas.
* Risk management oversight to proactively identify risks, escalate, and clearly outline resolution.
* Ensure payment and regulatory reporting provided to tax authorities is accurate and submitted within prescribed deadlines.
* Perform due diligence checks in assessing client entitlements to tax exemptions.
* Supporting the ITO Enhancement strategy to improve systemic tax processing.
* Control of processes outsourced to external vendors.
What We're Looking For:
* Strong analytical and reconciliation skills.
* Excellent communication skills, both written and verbal.
* High regard for attention to detail, accuracy & quality.
* Ability to grasp detailed concepts quickly.
* Ability to identify and escalate risk issues where appropriate.
* Highly committed, dynamic & self-motivated with a professional outlook.
* High level of Microsoft Office proficiency.
Skills Desired:
* Basic awareness of Operational Tax processes is beneficial but not essential.
* Experience in any Operations discipline could be beneficial, particularly in Settlements, Asset Services, and Trade Support roles.
* Experience in reviewing, analyzing, or testing system developments and technology requirements would also be of benefit.
Skills That Will Help You In The Role:
* Ability to analyze and present data in a meaningful way, and ensure messaging is clear across various levels of the Firm.
* Ability to engage with and encourage individuals across a global team to deliver cohesive output on ad hoc initiatives.
* Ability to reconcile large volumes of data from multiple sources, analyze trends, identify discrepancies, and propose remediating actions.
* Ability to identify existing or potential risks, escalate appropriately, and ensure the necessary actions to resolve any risk issues are followed through.
* Excellent Excel/PowerPoint skills.
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 85 years. Our foundation is built on five core values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. At Morgan Stanley, you'll find trusted colleagues, committed mentors, and a culture that values diverse perspectives, individual intellect, and cross-collaboration.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role, it may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible Work Statement:
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
Seniority Level:
Entry level
Employment Type:
Full-time
Job Function:
Management and Manufacturing
Industries:
Hospitals and Health Care
#J-18808-Ljbffr