Global Intelligence & Tax Solutions Implementations Manager, VP

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.

• 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 clients and provide training, which includes: explaining product functionalities and capabilities, demonstrating product set up and educating on 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 Share works development roadmap to ensure Share works remains a disruptive force with leading technology in the regulatory, compliance and tax space.
• Educate the broader Share works 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 Share works.
• Share knowledge and expertise both with colleagues and with professional contacts through participation in industry events.

• In-depth knowledge of Share works 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…