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.
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.