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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Morgan Stanley's Glasgow office employs in excess of 1,500 staff across Operations, Technology, Legal and Compliance, Internal Audit, Fund Services and Finance. Due to our growing business, we have a demand for career minded people to join our teams. Our opportunities offer unrivalled scope for progression and training within a fast paced, meritocratic and constantly changing environment. Morgan Stanley pride themselves on maintaining a culture which champions diversity, an inclusive environment for all, recognition and an opportunity to give back to our communities through various local charity partnerships. The office is located centrally and enjoys the additional benefits of an onsite gym and restaurant.
Operations is one of the largest divisions in the Firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating operational risks, developing strong client relationships and partnering with technology to realise the full potential of IT solutions. Operations continually seek ways to improve while actively supporting the development of new businesses, structures and markets. Firmwide Operations includes Shared Services and Banking Operations (SSBO), Operations Risk and Control, Global Project Group and Metrics, Branch Operations and Divisional Management.
Shared Service and Banking Operations delivers industry leading operational solutions by aligning the right functions, people, processes and tools into ten core disciplines offering tailored client service levels that are efficient, controlled and compliant with regulation. Our core disciplines include: Asset Servicing, Cash Management, Client Data Management, Global Banking Services, Loans Servicing, Network Management, Payments (Wireless and Disbursements), Reconciliations, Settlements and International Tax Utility.
International Tax Utility (ITU) helps senior management and its individual business units manage the Firm's Tax risk by owning and driving forward the Operational Tax Control framework. Maintaining and enhancing the internal operating processes, the division is crucial to safeguarding the Firm's franchise, proactively identifying and reporting on all in scope Tax risks.
Glasgow ITU consists of 5 teams with 29 staff who perform a number of control / operational functions over a variety of taxes generated by trading activities across multiple divisions including Equity and Derivatives Trading. The team are responsible for 14 Vendor (eClerx) who provide support to the processing teams in Glasgow.
An opportunity has arisen within Glasgow ITU's Tax Reconciliation team for an analyst to join the team assisting on withholding tax processes and risk initiatives. The Tax Reconciliation team manage: the firm's reclaim process along with related audit requirements; client processes including tax vouchers and certification; account set-up for tax purposes; implementation of tax changes to processes owned by ITU and other departments. The key responsibilities of the successful applicant will include:
- Support several tax reconciliation and processing functions to ensure that both Firm and Clients are accurately charged
- Risk management oversight to pro-actively identify risks, escalate and clearly outline resolution
- Ensure payment and regulatory reporting provided to tax authorities is accurate and submitted within prescribed deadlines
- Actively monitor and review reclaims issued to tax authorities to make a positive impact to Firm cashflow
- Perform due diligence checks in assessing client entitlements to tax exemptions
This is not an exhaustive list and tasks and responsibilities may change to maintain our high levels of service
- Strong communication skills
- Proactive team player who actively promotes sharing of knowledge
- Attention to detail and accuracy with an ability to grasp complex concepts quickly
- Ability to collate and critically analyse high volumes of data
- Provide clear and concise interpretation on risk, impact and resolution
- Dynamic & self-motivated with professional outlook
- High Microsoft Office proficiency
- Ability to take ownership for the resolution of firm and client related queries
- Basic awareness of relevant tax concepts
- Basic awareness of the trade life cycle
- Transition and supervisory oversight of outsourced functions
- Innovator who will support implementation of new ideas/processes
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 maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents. *LI-ZP1 Learn more about our culture and the opportunities for professional growth at Morgan Stanley in Glasgow on our https://www.linkedin.com/company/morgan-stanley/life/d76d12fa-ba6b-4962-9388-f9b8c53f50c0/ LinkedIn page and https://youtu.be/Ue0vNEImMyE Youtube channel. Build a career with impact. Apply today.