E*TRADE from Morgan Stanley · 8 hours ago
Assoc, Professional, P2, Core Services, NEX : Job Level - Associate
New York, New York, United States of America
Full-time
Onsite
New Grad, Entry Level
$51K/yr - $82K/yrE*TRADE from Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help clients achieve their financial goals. The Associate in Core Services will manage daily reconciliations, ensuring accurate reporting of financial transactions and collaborating with various teams to drive strategic automation solutions.
BankingFinanceFinancial Services
Responsibilities
Run daily reconciliation comparing Shareworks outputs versus tax margins to ensure accurate reporting
Update Excel files for accurate values, identify, research and resolve breaks daily
Conduct daily GBUW (Global Backup Withholding) reconciliation and monthly reports
Reconcile back up withholding and non-resident alien withholding for IRS and states
Proactively communicate urgent matters to management, ensuring timely resolution of any issues
Demonstrate proficiency in Microsoft Excel and experience with other basic functions essentials (VLOOKUP, CONCAT, PIVOT table, summarization, etc.)
Work closely with Tax Reporting and Deposit and Filing teams
Perform all required testing of new automation tools and system enhancements
Escalate issues and submit tech tickets promptly to ensure system functionality
Review and ensure Form 1099/1042-S forms are accurate from a withholding and reporting perspective
Contribute to the annual tax production project plan to ensure all relevant tasks are captured accurately
Update processes and procedure documents as required
Strong analytical and problem-solving skills with a meticulous attention to the detail
Self-motivated, responsible, and a quick learner who thrives in a team-oriented environment
Excellent task ownership skills and the ability to work independently and well in a team setting
Superior time management skills during tight deadlines
Effective communication skills, both verbal and written
Familiarity with US withholding and reporting for employee share plans
Previous employee tax operations/conciliation or Stock Plan Operations background would be advantageous
Comfortable with technology and technical concepts in a fast-paced changing environment
An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities
A deep belief in team success, collaboration and a willingness to adapt to continuous change
An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals
Qualification
Required
Run daily reconciliation comparing Shareworks outputs versus tax margins to ensure accurate reporting
Update Excel files for accurate values, identify, research and resolve breaks daily
Conduct daily GBUW (Global Backup Withholding) reconciliation and monthly reports
Reconcile back up withholding and non-resident alien withholding for IRS and states
Proactively communicate urgent matters to management, ensuring timely resolution of any issues
Demonstrate proficiency in Microsoft Excel and experience with other basic functions essentials (VLOOKUP, CONCAT, PIVOT table, summarization, etc.)
Work closely with Tax Reporting and Deposit and Filing teams
Perform all required testing of new automation tools and system enhancements
Escalate issues and submit tech tickets promptly to ensure system functionality
Review and ensure Form 1099/1042-S forms are accurate from a withholding and reporting perspective
Contribute to the annual tax production project plan to ensure all relevant tasks are captured accurately
Update processes and procedure documents as required
Strong analytical and problem-solving skills with a meticulous attention to the detail
Self-motivated, responsible, and a quick learner who thrives in a team-oriented environment
Excellent task ownership skills and the ability to work independently and well in a team setting
Superior time management skills during tight deadlines
Effective communication skills, both verbal and written
Familiarity with US withholding and reporting for employee share plans
Comfortable with technology and technical concepts in a fast-paced changing environment
An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities
A deep belief in team success, collaboration and a willingness to adapt to continuous change
An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals
Preferred
Previous employee tax operations/conciliation or Stock Plan Operations background would be advantageous
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
Founded in 1982
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase