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Elena Bajic

Tax and Client Reporting Change The Bank Vice President

New York, USA

Tax and Client Reporting Operations (TRCO) provides Operational support for client and tax reporting related Morgan Stanley Wealth Management and Institutional functions. As part of their support model, TCRO has a dedicated...

US Tax Operations Director

New York, USA

This individual will be responsible to troubleshoot, research and action all client/stakeholder queries related to documentation, withholding, reporting, allocation statements, change in circumstance, and most importantly...

Tax Operations Vice President, Wealth Management Operations

New York, USA

Tax Operations is responsible for ensuring compliance with IRS Regulations related to cost basis reporting and filing obligations for the Firm’s Wealth Management and Institutional clients. Tax Operations works closely...

Tax Gain & Loss Utah - Director

Utah, USA

-Oversee functions and processes within Tax Operations -Manage Operational risks and controls -Partner with Technology to implement process improvements / tactical solutions -Partner with cross-organizational teams impacting...

Technology Audit Executive Director - Finance and Capital Planning

New York, USA

Working with other key IT Audit colleagues to determine and deliver on the strategy of the Technology Audit group Taking a strategic approach to risk identification, audit assignment planning and testing in line with plans...