Crypto Tax Operations Associate
Morgan Stanley
About the Role
Supports the firm's wealth management gain and loss reporting, to ensure compliance with IRS regulations. This is an Associate level position at the P2 level within Core Services, responsible for performing and managing product-agnostic and centralized operational services.
Key Responsibilities
- Process transactions/tasks within coverage area.
- Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures.
- Follow escalation framework, taking responsibility for identifying, escalating, and preventing issues.
- Raise issues, question others, and offer solutions/ideas.
- Research and update transactions on the assigned data quality daily control reports.
- Develop knowledge of tools, firm systems, and software.
- Contribute to projects within team related to 1099 preparation.
Requirements & Tech Stack
- Ability to build trust and find innovative ways to improve teamwork, functions/processes, and create a positive work environment.
- Understanding of business area supported, client requirements, and the importance of not compromising control to comply with client requests.
- Culture carrier across Operations, embracing the Firm's core values.
- Critical thinking, analytical, and problem-solving skills.
- Clear and concise written and verbal communication skills.
- Experience with Crypto and digital assets is a big plus.
Qualifications
- At least 0-2 years' relevant experience is generally expected.