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Job Description
Structured overview of role & requirementsAbout This Role
Own compliance with local tax regulations for Europe Wealth Client Tax Operations including tax form filing and payments to local authorities.
Conduct in-depth analysis and reconciliations of complex global client booking models, withholding taxes, and custody services such as tax reclaims and relief at source in Poland.
Collaborate with business management, risk & control, legal, compliance and external stakeholders to manage tax-related issues, support tax projects, and drive process improvements.
Minimum Requirements
5 to 10 years of experience in tax operations, tax reclaims, or tax technology roles with focus on direct/indirect taxes and withholding tax.
Bachelor's degree or equivalent experience preferably in finance or banking.
Fluent English communication skills; German is a plus.
Experience with tax software, MS Office Suite (Excel, PowerPoint, Visio, SharePoint), and knowledge of Cash & Stock Reconciliations, Swift notifications (MT599, MT546, MT568, MT566) and corporate actions in EMEA/US markets.
Ideal Candidate Profile
Experienced in navigating and analyzing complex international tax systems, including Double Tax Treaty Agreements and international taxation.
Capable of operating independently and handling confidential information with integrity in compliance with data privacy laws.
Strong analytical and organizational skills to manage multi-stakeholder coordination, process remediation, and operational risk mitigation in a complex financial environment.