Tax Operation Specialist, Senior Associate

Who we are looking for

Custody Tax team handles client documentations for availing tax reliefs or to process tax reclaim that withheld at source of dividend/interest payments.

What you will be responsible for

Your key responsibilities:

• Collect and analyze tax information and documentation provided from client

• Support onboarding of new clients for custody tax related processes

• Update tax database allowing correct fiscal treatment according to applicable client residence, status and sub-custodians procedures

• Provide clients with regular market updates and tax filing status

• Manage fiscal documentation required for relief-at-source and monitor the application status 

• Collaborate with internal counterpart in EMEA and North America to collect tax information and resolve client enquiry

• Perform daily controls on team activity as per existing SOP and checklists to ensure priorities have been respected and tasks have been properly performed.

What we value

Education & Preferred Qualifications:

• Bachelor’s degree or equivalent in Accounting, Finance, Business or related field

• 2-3 years of relevant experience in custody operation or tax administration

• Sound Knowledge about Custody Operations, Tax Relief at source and Reclaim

• Fluency in English

• Proficient in Microsoft Office Applications

• Ability to work under pressure, meet deadlines and adapt to changes

• Effective interpersonal, verbal and written communication skills

• Strong analytical skills, detail orientation, service commitment, and solid organizational skills.

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