You will be a key part of the team, which is in charge of the review and acceptance of client tax documentation, the maintenance of data in a variety of systems, regular review of existing client files to ensure data consistency and processing of any ad hoc changes requested by our clients. You will work in a fast paced environment where prioritization is key to succeed.
The Onboarding Tax Team is responsible for the control of client tax documentation and setup as well as the ongoing maintenance of Private Banking Accounts across mainly multiple European Jurisdictions and ensuring compliance with local tax and regulatory static data requirements.
In addition the Team coordinates the Tax projects from an operational perspective, plus they also act as Center of Excellence for the Business who refer to them for any Onboarding/Operational Tax issues/questions or complex situation.
Job Responsibilities
Your responsibilities will include the complete review of client tax documentation and systems input, provisioning of guidance, advice and training to other teams, but may also have advise on a wide range of tax documents issues relevant to account opening and due diligence, adding controls and reconciliation in order to ensure that information stored in our systems is accurate and in line with client’s documentation.
As a manager will monitor the different tax priority, creating metrics and statistics generation.
Preferred qualifications, capabilities, and skills
