Regulatory and Tax Manager – Global Compliance

<strong>When you join Solium you quickly understand the focus on providing our customers with smarter software, remarkable service and relationships built on trust and reliability. We can state this with confidence – it’s part of everyone’s DNA.<BR><BR>And just as important, we have a shared culture that helps us know how we work together to achieve amazing results.</strong>

Calgary, AB


<p><strong><span style="font-size: 10.5pt; font-family: 'Verdana',sans-serif;">If you're looking for something a little different for your career, you've come to the right place. What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits. We reward our people with a fun and dynamic workplace culture and the opportunity to be part of our continued international growth and success.</span></strong></p>

keywords: the role,compensation,join us,tax,relationships,database,prepare,business development,experience,environment,build,teamwork,success,degree,language,technology

Full Time

Overview: <p><strong>About Shareworks and Solium</strong></p> <p>The Solium story started in 1999 in Calgary, Canada when an idea was formed and sketched out on a paper napkin. Today the company is one of the largest FinTech companies in Canada, but our growth globally has been extraordinary because of our people and our product <strong>Shareworks</strong><strong>&trade;.</strong> We are regarded as a global leader in simplifying the complexities of equity compensation. If you want to learn more about what that means, read all the way to the bottom!</p> <p>Solium currently has over 800 employees across the world and offices from San Francisco to Barcelona, London to Germany, and Hong Kong to Australia &ndash; and we&rsquo;re still growing (yep, read the news)! We&rsquo;re likely the largest FinTech company you haven&rsquo;t heard of, but likely not for long. We&rsquo;ve cemented our success by hiring fantastic people who believe in providing excellent customer service, value collaboration across the globe and the importance of consistently innovating and evolving with us. Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for more exceptional people to write the next chapter with us.</p> <p><strong>The Role: Regulatory and Tax Associate</strong></p> <p>Located in <strong>Calgary, Alberta</strong> and reporting to the <strong>Head, Global Compliance</strong>, the Regulatory and Tax Manager plays a lead role in delivering our Global Compliance products and services to our current and prospective clients. The role focuses on relationship and consultative services for existing clients as well as a subject-matter-expert and sales support service for new clients.</p>
Responsibilities: <p><strong>What you&rsquo;ll do</strong>:</p> <ul> <li>Client relationship management, owning a book of business, maintaining a client governance structure for assigned clients, including providing timely and accurate information to current and potential clients regarding tax and regulatory requirements directly related to employee share plans</li> <li>Supporting multi-national clients with information on regulatory, tax and tax mobility compliance for their global employee share plans</li> <li>Become an expert in tax and regulatory compliance for global share plans</li> <li>Business development activities by providing insight and expertise and product demonstrations as required.</li> <li>Feeding client requirements and market trends into Solium&rsquo;s development roadmap to ensure that GC and Shareworks remain a disruptive force with leading technology in the regulatory, compliance and tax space.</li> <li>Sharing knowledge and expertise both with colleagues and with professional contacts through participation in industry events</li> <li>Achieving an expert understanding of Solium&rsquo;s GC platform and Shareworks tax functionality in order to support clients&rsquo; share plan compliance and assist internal stakeholders</li> <li>Collating database information, updating, refining and circulating information on the database</li> <li>Liaising with data providers to refine data</li> <li>Preparing news, marketing material and thought leadership services, e.g. webinars to clients and prospects, presentations at conferences and events, etc.</li> <li>Checking and monitoring clients&rsquo; views of the database and related services</li> </ul>
Requirements: <p><strong>What you bring:</strong></p> <ul> <li>Bachelor&rsquo;s degree in Finance, Business, Commerce, Law or similar area of focus desirable; Bachelor of Laws, J.D., CPA, or equivalent designation is an asset but not required</li> <li>Experience with and passion for regulatory and tax compliance in relation to share plans</li> <li>Practical experience, preferably in equity compensation or financial services industry</li> <li>Fluency in both oral and written English is required; additional spoken and written languages are an asset</li> <li>Demonstrated ability to build effective &lsquo;trusted advisor&rsquo; relationships with colleagues, customers and other stakeholders</li> <li>Proven success delivering effective presentations to a variety of audiences at all levels</li> <li>A deep belief in team success, collaboration and a willingness to adapt to continuous change</li> <li>Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word</li> <li>Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities</li> </ul> <p><strong>Please note:</strong></p> <ul> <li>While we thank all applicants for their interest in a career with Solium, please note that only those individuals selected for an interview will be contacted</li> </ul>