Join Morgan Stanley’s global Tax Department and help transform how Finance teams work through automation, data, and smart technology. As a Finance Automation & Solution Design Analyst, you will turn business challenges into scalable digital solutions, working with global stakeholders and Technology teams from initial idea through implementation.
This opportunity is ideal for a technical business analyst, finance transformation professional, or automation specialist who enjoys solving problems, improving processes, and building practical solutions with tools such as Microsoft Power Platform, Alteryx, Power BI, and UiPath. You do not need to be a tax expert. Curiosity, analytical thinking, and the drive to make processes better will help you succeed.
In Morgan Stanley’s Finance Division, we partner with businesses globally by providing analysis, oversight, and advice on the Firm’s financial and capital resources. Since 1935, Morgan Stanley has continuously evolved to better serve its clients and communities in more than 40 countries.
What you’ll do in the role:- Identify opportunities to simplify, standardize, and automate processes across the global Tax Department
- Partner with Tax, Finance, and Technology stakeholders to understand business needs and turn them into practical solutions
- Gather requirements, map processes, write user stories, and support solution design throughout the development lifecycle
- Build and enhance low-code solutions using tools such as Power Platform, Alteryx, SharePoint, Power BI, Power Query, or UiPath
- Support testing, implementation, and continuous improvement of custom Tax Technology solutions
- Improve reporting, workflows, data sources, and information repositories
- Collaborate with international teams to deliver scalable solutions with measurable business impact
- Contribute fresh ideas that strengthen efficiency, controls, and the user experience
- Experience in business analysis, finance transformation, technology, operations, software delivery, or process improvement
- Confidence gathering requirements and translating business challenges into clear functional or technical specifications
- Strong analytical and problem-solving skills, with a proactive and solution-focused mindset
- Experience with Excel and an interest in automation, digital tools, and data
- Strong written and verbal English communication skills
- Ability to manage multiple priorities and take ownership of deliverables
- Confidence working independently while collaborating across a global team
- A degree in Computer Science, Engineering, Information Systems, Business, Finance, Accounting, or a related discipline
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.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and 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 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.
Skills Required
- Experience in business analysis, finance transformation, technology, operations, software delivery, or process improvement
- Experience gathering requirements and translating business challenges into functional or technical specifications
- Strong analytical and problem-solving skills
- Experience with Microsoft Excel
- Strong written and verbal English communication skills
- Ability to manage multiple priorities and own deliverables
- Ability to work independently and collaborate across a global team
- Degree in Computer Science, Engineering, Information Systems, Business, Finance, Accounting, or a related discipline
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
