Tax Operations Associate
Morgan Stanley
Recruitment Process
Details
Morgan Stanley is hiring for the role of Tax Operations Associate!
Responsibilities of the Candidate:
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team.
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements.
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output.
- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution.
- Support operational and business unit tax activities related to operational taxes, including assisting with tax processing.
- Analyze and report on the impact of tax changes and new business proposals; communicate findings to senior management and global teams.
- Collaborate with Corporate Tax, Business Units and other Operations teams globally to implement operational tax processes for the firm.
- Document operational tax requirements, processes, policies, and procedures to ensure tax compliance.
- Contribute to process automation initiatives using platforms such as Power BI, UI Path, Alteryx, or Gen AI.
- Collaborate effectively across geographical and functional boundaries, demonstrating strong relationship skills.
Requirements:
- Ability to establish clear goals and priorities and address non-standard issues within area of expertise with minimal guidance and supervision.
- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests.
- Culture carrier across Operations, embracing the Firm's core values.
- At least 2 years' relevant experience would generally be expected to find the skills required for this role.
- Bachelor’s degree in finance, accounting, business, or a related field, preferrable.
- Good level of understanding and hands-on experience in operational processes.
- Basic level of understanding of operational taxes (transactional tax, withholding tax, capital gains tax, and operational tax reporting) and their implications for financial institutions.
- Strong risk mindset.
- Strong analytical, communication, and project management skills.
- Experience with automation tools (Power BI, UI Path, Alteryx, Gen AI) preferred.
- Motivated, self-driven, and able to manage changing priorities and deadlines.
Important dates & deadlines?
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15 Dec'25, 12:00 AM IST Registration Deadline
Additional Information
Job Location(s)
Mumbai
Salary
Salary: Not Disclosed
Work Detail
Working Days: 5 Days
Job Type/Timing
Job Type: In Office
Job Timing: Full Time
About Morgan Stanley
Morgan Stanley provides financial services all over the globe and has maintained leading market positions in each of its three primary businesses: asset management; securities; and credit services. Headquartered in New York City, USA, this American multinational financial services and investment banking company is currently ranked at #63 on the Fortune 500 list and employs more than 60,000 people in its 42+ offices spread across the world. Serving a clientele of corporations, governments, institutions, and individuals, Morgan Stanley is currently led by James P. Morgan as its Chairman and Chief Executive Officer and Jonathan Pruzan as the company’s Chief Financial Officer. A few major products and services that Morgan Stanley deals in include Sales & Trading, Investment Banking, Commodities Prime Brokerage, Wealth Management, and Investment Management.
Morgan Stanley (India):
Morgan Stanley is operating in India since last 25 years providing a range of financial services to domestic as well as international clients. The Firm has a premier institutional securities platform in India, offering a full range of investment banking, fixed income, capital markets, commodities, equities, and derivative products, and also analysis.
Morgan Stanley has actively invested in the Indian Infrastructure, Real Estate, and Private Equity projects since last several years
In extension to its India operations, Morgan Stanley has been expanding its Global In-House Center (GIC) abilities and trail in the nation for more than a decade.
Organization Structure:
Morgan Stanley operates through the following business segments:
- Wealth Management: The Wealth Management division offers investment and brokerage advisory assistance across multiple varieties of investments, such as options, foreign currencies, precious metals, futures, managed futures, fixed-income securities, mutual funds, equities, structured products, alternative investments, separately managed accounts, unit investment trusts, and mutual fund asset allocation programs. The Institution offers services such as Goals-Based Wealth Planning, Investment Advice, Long Term Care & Disability Insurance, and Trust & Estate Planning.
- Investment Banking and Capital Markets: Morgan Stanley’s advisory and capital-raising services are recognized as among the best in the industry. Under this category, the company offers services such as Mergers & Acquisitions expertise and Global Capital Markets Expertise. The M&A team excels in domestic and international transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts, and takeover defenses as well as shareholder relations. GCM integrates the company’s expertise in Sales and Trading and in Investment Banking to offer clients seamless advice and sophisticated solutions.
- Sales & Trading: Sales & Trading services include:
- Institutional Equities:
- Cash Equities: include common stocks, global depository receipts and exchange-traded funds.
- Equity Derivatives: product suite encompasses equity options, equity swaps, warrants, structured notes and futures on individual securities, indices and baskets of securities.
- Prime Brokerage: broad and deep client relationships, market-leading platform and intellectual insights make them a world-class service provider for their client’s financing, market access, and portfolio management needs.
- Electronic Trading: offers global electronic access across cash equities, options and futures and include a broad suite of algorithms, smart order routing and direct market access.
- Fixed income:
- Commodities: giving investor products, risk management, financing solutions and liquidity across products markets such as power, metals, oil, and natural gas.
- Macro Products: a global dealer in the interest rate and currency products, including interest rate cash and derivatives providing primary and secondary liquidity, foreign exchange options for institutions and family offices, and the formulation of advanced trading and investment plans for expanding-markets.
- Global Credit Products: trades all fixed-income assets with embedded credit in a variety of areas, from municipal securities, to investment-grade and high-yield bond and credit derivatives trading.
- Distribution: sales executives help institutional clients to achieve their particular investment objectives, providing them not only with product expertise but also with access to all areas of the firm.
- Research: using a comprehensive, timely summary of, industries, companies, markets, and world economies, Morgan Stanley has ensured its standing as a pilot in the domain of investment analysis.
- Investment Management: The Investment Management division presents fixed income, equity, real estate, alternative investments, and merchant banking plans. Under this segment Morgan Stanley's charges fees on advisory services such as restructurings and mergers and acquisitions. Some of the underwritings include securities offerings and the syndication of loans. The solutions under this category include Solutions & Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit & Equity, Global Fixed Income, and Global Liquidity.
- Institutional Equities:
Subsidiaries:
- Morgan Stanley & Co. LLC
- Morgan Stanley Smith Barney LLC
- Morgan Stanley & Co International plc
- Morgan Stanley B.V.
- Morgan Stanley India Primary Dealer Pvt. Ltd
- Morgan Stanley Menkul Değerler A.S.
- Bank Morgan Stanley AG
Mergers & Acquisitions:
- Solium Capital Inc.: a leading worldwide provider of software-as-a-service (SaaS) for financial reporting, equity administration, and compliance, Solium Capital, Inc. was acquired by Morgan Stanley. With this acquisition, Morgan Stanley is positioned to be an industry leader in Workplace Wealth Solutions, bringing together a major stock plan administration platform with a leading Wealth Management business.
- Zenith Vehicle Contracts Group: a UK-based vehicle leasing and outsourcing business, Zenith Vehicle Contracts Group’s 60% stake were acquired by Morgan Stanley Private Equity from Barclays Private Equity and Zenith’s management in August 2010.
- CoAdvantage, Inc.: a leading PEO that offers small and mid-sized businesses a comprehensive package of outsourced human resources solutions, CoAdvantage, Inc. was acquired by Morgan Stanley Private Equity in October 2015.
- KSH Infra: Pune-based warehouse and logistics park developer KSH Infra Ltd.’s majority stake was picked up by Morgan Stanley Real Estate Investing (MSREI) in February 2019 for around ₹350 crore.