Global Intelligence Information Specialist, AVP

Morgan Stanley at Work offers a service that simplifies the complexities of employee equity plan management and helps employees realize the full potential of their benefits.

Role

Located in Calgary, Alberta and reporting to the Vice President, Global Intelligence Information Team Manager, the Global Equity Tax Specialist, Assistant Vice President role leads in ensuring the Global Intelligence platform accurately reflects information from third‑party providers on the tax and legal implications of operating equity plans in each jurisdiction, and communicating changes promptly.

Responsibilities

• Liaises with third‑party information providers to update the legal and tax information in the Global Intelligence platform for over 150 countries, and for the United States, Canada, and Switzerland, at the state, provincial and cantonal level.
• Communicates tax changes to stakeholders in a timely manner, providing reasoning behind decisions, and en...