About Morgan Stanley at Work Morgan Stanley at Work is a division of Morgan Stanley Wealth Management that provides workplace financial solutions via the Solium Shareworks platform, that build confidence, foster loyalty, and help our clients attract and retain top talent.Morgan Stanley at Work's Australian business has been acquired by BoardRoom Australia, part of the BoardRoom group that provides Share Registry, ESP, Corporate Secretarial and Payroll services.This position will be part of the transition to BoardRoom Australia maintaining commitment and continuity in service to the existing client base of Morgan Stanley At Work and Solium trustee clients.Trust Accountant, Role Description. The Trust Accountant is primarily responsible for the preparation of the Trust accounts for all Solium Trustee clients. Given the nature of the role it will also be required for the Trust Accountant to collaborate with other internal stakeholders. This role has responsibilities which cover the financial functions, bookkeeping and preparation of financial statements for Trustee Services. Trustee Services: Responsibilities • Collation and preparation of reports for the trust account processing using Shareworks. • End of month trust accounting and bookkeeping for clients using Xero. • Reconciliation of Share Plan Trust activities across Solium's Trustee Services • Preparation of Share Plan Trust registration with the ABR/ATO for new Solium's Trustee clients. • Preparation of Special Purpose Financial Statements for Solium Trustee clients when required. • Preparation of annual client reporting packs. • Preparation of Tax Returns supporting documentation for Solium Trustee clients when required. • Co-ordinating any tax compliance payments with internal Settlements team • Monitoring the Share Plan Trust and looking out for favourable. outcome/interest for the client - i.e. cost/tax effective. • Prepare for audits and ensuring compliance requirements are met • Prepare cash flow reports. • Setting up new client files and tracking the various components of the trust onboarding processes. • Managing multiple financial and tax reporting deadlines.Qualifications • 3-5 year's accounting experience - trust accounting would be advantageous.• An understanding of Employee Share Trusts along with associated Tax and Financial Reporting principles would be ideal but not essential.• Excellent communication skills.• Experience with preparing Special Purpose Financial Statements and Tax Returns.• Understanding and ability to comply with all relevant Acts & Legislations• A can-do attitude and willingness to work autonomously and as a part of a team.• Good with numbers, time management and attention to detail.• Ability to maintain high levels of confidentiality.• Experience with Xero would be beneficial.WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
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