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Global Intelligence & Tax Solutions Implementations Manager, VP

Job in Calgary, Alberta, D3J, Canada
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
    Accounting & Finance
Job Description & How to Apply Below
Introducing Morgan Stanley at Work:

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent.

Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results.

We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

The Global Intelligence Organization:

Global Intelligence is a cloud service that provides legal and tax information to companies that offer stock as part of their employees’ compensation across multiple countries. Our industry-leading application is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

Global Intelligence & Tax Solutions Implementations Manager Role:

The Global Intelligence & Tax Solutions Implementations Manager plays a lead role in delivering our Global Intelligence and Tax products and services to our current and prospective clients. The role requires a subject matter expert in global tax and tax mobility for global share plans and an expert in Global Intelligence and Share works tax tools. The role focuses on implementing multi-national clients on our suite of product offerings, mentoring people across the organization, including the implementations Specialists, Associates and Share works service teams, and evolving and improving our implementation process.

A key part of the role will be looking at ways to streamline our existing processes, to increase the capacity of Tax Mobility implementations so we can reach a greater number of clients. This will include establishing a process for Global Intelligence products to be implemented as part of the initial client Onboarding, ensuring this is structured and sustainable providing for a positive client experience.

Our ideal candidate is technically savvy, with strong communication skills, likes to work through challenges and has a strong knowledge of Share works and the Tax Engine, specifically the mobility module. They will have a passion for global tax compliance and tax mobility. They will have a deep belief in team success, a willingness to adapt to continuous change, and a desire to take ownership over responsibilities.

They will also have a demonstrated ability to build effective relationships with clients, colleagues, and other stakeholders.

Tax Implementations Manager Responsibilities:

Possesses an expert understanding of Share works 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…
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