We're seeking someone to join our team as an Associate in International Tax Operations to deliver accurate, timely and well-controlled operational tax processing and support the implementation of tax-related regulatory and business change.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Tax Operations, supporting operational tax obligations across relevant products, legal entities and jurisdictions.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
Execute Hong Kong Stamp Duty and other operational tax processes accurately and within prescribed deadlines, including data sourcing and validation, tax calculation or withholding, reconciliation, payment, reporting and evidence retention, as applicable.
Apply working knowledge of relevant systems, markets, products and tax processes to investigate exceptions, resolve breaks and escalate issues promptly.
Perform and evidence required controls in accordance with procedures, checklists and the Firm's risk and control framework.
Recognize operational, regulatory, financial and client risks in day-to-day activity; identify key issues and contribute to sustainable process and control improvements.
Support operational impact assessments for tax regulatory changes, new products and business initiatives, including analysis of process, data, system, control and reporting requirements.
Maintain clear and accurate procedures, process maps, control documentation, issue records and audit trails.
Partner with internal stakeholders, including Corporate Tax, business units, Operations, Risk, Compliance, Technology and external service providers, to deliver timely outcomes.
Respond to stakeholder queries using evidence-based analysis, clearly distinguishing operational tax support from legal or technical tax advice.
Participate in projects, remediation and automation initiatives, contributing to requirements, testing, implementation and post-implementation review.
What you'll bring to the role:
Ability to establish clear priorities, meet regulatory and internal deadlines, and address non-standard issues within the area of responsibility with minimal guidance.
Understanding of tax operations, including daily transaction review, tax calculation, reconciliation, regulatory reporting, payment and maintenance of supporting evidence. Knowledge of Hong Kong Stamp Duty would be a plus.
Experience in financial services operations, tax operations, asset servicing, trade support, regulatory reporting, finance operations or another relevant control-focused environment.
Ability to identify risk, investigate exceptions, analyze data, document conclusions and escalate material issues clearly and promptly.
Strong attention to detail, with a commitment to accuracy, complete audit trails and high-quality control evidence.
Ability to communicate effectively with stakeholders at different levels and explain complex issues in a concise, structured and practical manner.
Ability to work collaboratively across functions and locations while maintaining ownership and accountability for assigned deliverables.
Experience using AI, Power BI and other automation tools to analyze data, streamline workflows, enhance reporting and support process improvements is advantageous.
Understanding of the importance of protecting client assets and money, safeguarding confidential information and complying with applicable policies and regulations.
Ability to support change initiatives, challenge inefficient processes constructively and contribute to automation or process-improvement opportunities.
Culture carrier across Operations, embracing the Firm's core values and maintaining sound judgment, integrity and a strong control mindset.
At least 2 years' relevant experience would generally be expected to find the skills required for this role.
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.
Skills Required
- At least 2 years of relevant experience
- Experience in tax operations, including transaction review, tax calculation, reconciliation, regulatory reporting, payment, and supporting evidence maintenance
- Experience in financial services operations, tax operations, asset servicing, trade support, regulatory reporting, finance operations, or another relevant control-focused environment
- Ability to identify risks, investigate exceptions, analyze data, document conclusions, and escalate material issues
- Strong attention to detail and commitment to accurate audit trails and control evidence
- Ability to prioritize work, meet regulatory and internal deadlines, and address non-standard issues with minimal guidance
- Effective communication skills with stakeholders at different levels
- Ability to collaborate across functions and locations while maintaining ownership and accountability
- Knowledge of Hong Kong Stamp Duty
- Experience using AI, Power BI, and automation tools
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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Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
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Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
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Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.
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.
