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Tier-1 brand, metro location, and mid-seniority but niche tax specialization yield medium competition.
Domain-specific banking tax and custody expertise makes cross-industry transfers difficult, so high sensitivity.
Explicit 6–10 years requirement and mandatory tax operations experience create high shortlisting strictness.
Ensure complete, accurate, and timely non-US tax controls and reporting for Wealth Tax Operations, including exceptions resolution and process improvements.
Prepare and submit non-US tax reports across jurisdictions and products and perform 3-way reconciliations between tax authorities, clients, and custodians.
Support tax process governance, system enhancements, audits, metrics reporting, and AI-enabled automation initiatives with cross-functional coordination.
6-10 years of experience in Operations, preferably in tax-related banking operations (Indirect Tax, Withholding Tax, GST, Trading Tax).
Bachelor's degree or equivalent experience.
Proficiency with MS Project, Excel, Visio, PowerPoint, and SharePoint and experience presenting to stakeholders.
Work Experience Required: 6-10 years in Operations with tax domain experience.
Strong understanding of banking operations end-to-end and in-depth knowledge of tax withholding (VAT/GST) processes and investment products.
Experience managing demanding stakeholders in a cross-functional matrix environment with analytical and problem-solving skills.
Ability to lead operational risk and control improvements, support global operating model unification for Wealth Operations, and implement process enhancements using technology and AI.