Job Description

POSITION SUMMARY:

Morgan Stanley Wealth Management provides a range of wealth management products and

services for affluent individuals, businesses and institutions. Tax Services is a differentiated business within Morgan Stanley’s Wealth Management division, providing critical services and solutions to Financial Advisors and clients across the country. The team is responsible for delivering a consistent, positive Financial Advisor experience to help ensure the seamless integration of tax-oriented solutions and services into the Financial Advisors’ practices and clients’ portfolios.

DUTIES and RESPONSIBILITIES:

The hire will work with the Tax Services team to support the tactical initiatives of that group, as well as

on the positioning of priority projects within the organization.

This includes:

Relationship Management:

Serving as liaison between Morgan Stanley and 3rd party service providers (Tax Preparers, Big Four Accountancy firms, Asset Managers etc.)
Liaising with internal partners (e.g. Marketing, Legal, Compliance, etc.) to drive the development of our marketing materials and program parameters for new initiatives

Sales and Marketing:

Representing the Tax Services team in field-facing events (branch presentation, industry organizations, etc.)
Developing and coordinating the direct-to-client messaging promoting Tax Services capabilities
Leveraging the topic of taxes to create new avenues for Financial Advisors to position Morgan Stanley’s broad spectrum of available solutions
Providing actionable observations and analysis on current tax planning trends and strategies
Authoring whitepapers and sales presentations for consumption by Financial Advisors and clients

Business and Project Management:

Tracking solution usage and spearheading our business development activities, including developing engagement and adoption plans necessary to drive business penetration and adoption
Communicating key tax industry insights and updates to senior management
Understanding and synthesizing complex financial and tax concepts for senior management presentations
Enhancing the integration of Tax Services within our broader Investment Solutions organization
Performing competitive market analyses needed for the positioning and development of new business lines
Performing quantitative analysis and modeling to support business projects

 QUALIFICATIONS

QUALIFICATIONS: EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

5+ years of work experience in a field relevant to the position required. Tax or accounting strongly background preferred.

Four-year college degree or professional certification

Knowledge/Skills

Knowledge of tax and wealth management industry and investment products preferred
Strong understanding of applicable tax code rules, regulations, and strategies
CPA or CFP strongly preferred, and/or previous employment at a major tax/accounting firm
Effective written and verbal communication skills
Enjoys working with people and problem solving
Able to work independently and effectively on a team
Demonstrates leadership skills
Detail-oriented with superior organizational skills and ability to prioritize tasks
Ability and interest in working in a fast-paced, evolving environment

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.