Global Intelligence & Tax Solutions Implementations Manager, VP

Global Intelligence & Tax Solutions Implementations Manager Role

Tax Implementations Manager Responsibilities

• Possesses an expert understanding of Shareworks and the Tax Engine.
• Implement new clients as per their contracted services and products – including working closely with clients to understand their needs, rules and policies, and implement the tools to accurately reflect them.
• Serve as the first point of contact when onboarding new clients and provide training, which includes: explaining product functionalities and capabilities, demonstrating product set up and educating on to how to maximize benefits from using the platform.
• Manage the implementations pipeline to allow accurate forecasting of start and completion dates and determine team velocity.
• Train and mentor implementations team members to help them become self-sufficient in client implementations and ensure a common set of practices are used across the team.
• Define and refine the implementations process to improve both accuracy and efficiency of client implementations, and smooth transition to service teams after go live.
• Work across the organization to identify and implement improvements in team efficiency, including working with other teams and utilizing automation tools.
• Feed client requirements and market trends into the Shareworks development roadmap to ensure Shareworks remains a disruptive force with leading technology in the regulatory, compliance and tax space.
• Educate the broader Shareworks by Morgan Stanley organization on the operation and maintenance of Tax Mobility, including service and sales teams.
• Collaborate and communicate with internal and external stakeholders to ensure full understanding of tax legislation, tax rules and mobility rules around the globe.
• Use knowledge of tax legislation, tax policies and mobility rules to build on and refine information on the Global Intelligence Platform and in Shareworks.
• Share knowledge and expertise both with colleagues and with professional contacts through participation in industry events.

Qualifications

• In-depth knowledge of Shareworks and Tax Mobility preferred, including hands on familiarity with all steps in implementing and testing the Tax Mobility module, importing client data, and configuring client reports.
• Strong process focus with demonstrated ability to organize and manage a client queue to ensure predictable start and finish dates while ensuring high levels of client satisfaction.
• Bachelor’s degree in business, finance, or any other related area required.
• Qualified lawyer or accountant desirable but not required.
• Highly tech-oriented person capable of understanding complexities of Software as a Service (SaaS).
• Incredible attention to detail.
• 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.
• Line management experience beneficial.
• 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.
• Passion for leading people, leveraging individual team members strengths to meet and exceed team goals.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY