Shareworks by Morgan Stanley - Global Intelligence – Tax and Mobility – North America
Shareworks by Morgan Stanley
6d ago


  • Achieving an expert understanding of the Global Intelligence Platform and Shareworks tax tool functionality to support clients’ share plan compliance.
  • Client relationship management, providing timely and accurate information to existing and potential clients on global tax, tax mobility and regulatory requirements related to employee share plans.
  • Collaborating and communicating with internal and external stakeholders to ensure full understanding of tax legislation, tax rules and mobility rules around the globe.
  • Using knowledge of tax legislation, tax policies and mobility rules to build on and refine information on the Global Intelligence Platform and in Shareworks.
  • Feeding client requirements and market trends into Shareworks development roadmap to ensure that the Global Intelligence platform and Shareworks remain a disruptive force with leading technology in the regulatory, compliance and tax space.
  • Business development activities by providing insight and expertise and product demonstrations as required.
  • Sharing knowledge and expertise both with colleagues and with professional contacts through participation in industry events.
  • Qualifications :

  • Bachelor’s degree or similar area of focus
  • Qualified lawyer or accountant desirable but not required
  • Proven client relationship management
  • Highly tech-oriented person with demonstrated experience of understanding complexities of Software as a Service (SaaS)
  • Incredible attention to detail
  • Practical experience, preferably in financial services, tax industry or equity compensation
  • Fluency in both oral and written English is required; additional spoken and written languages are an asset
  • Team player mentality and place a high value on building strong relationships
  • Comfortable delivering effective presentations to a variety of audiences at all levels across different media and deploying differing styles
  • Demonstrated competency with common technology and technical concepts, including : Software as a Service (SaaS), Microsoft Excel.
  • Knowledge of Shareworks is an asset

  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
  • Desire to contribute to the growth of the business, our platform and our user’s experience
  • While we thank all applicants for their interest in a career with Morgan Stanley at Work, please note that only those individuals selected for an interview will be contacted.

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