Job Responsibilities
- Perform quality assurance reviews of data set up at client onboarding, withholding and reporting stages for tax and reporting purposes
- Communicate and confirm the test results and discuss results at a detailed level as well as in summary for Executive audiences
- Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (covering Common Reporting Standard (CRS) and EMEA local taxes)
- Work with Tax Ops and Client Onboarding to track remediation of identified errors and Continuous Improvements Initiatives
- Interpret firm policies and compliance requirements for incorporation into company systems/procedures
- Actively participate in calibrations with the supervisors (emails/calls) and articulate findings, analyze disputes, and escalate when needed (make proposals of resolutions, calibrate with the Areas of responsibility (AOR)
- Document and deliver information regarding due diligence rules for client identification, documentation, withholding and reporting
Required qualifications, capabilities, and skills
- Bachelor’s degree in a business field or other field with equivalent work experience
- Knowledge of financial principles and procedures
- Experience with business applications supporting AWM Private Client portfolios
- Strong interpersonal, written and oral communication skills
- Self-starter, able to work independently and as part of multicultural teams across various time zones
- Proficient in organizing, priority-setting, and issues management
- Highest level of professionalism, self-motivation and sense of urgency
Preferred qualifications, capabilities, and skills
- Fluent in German, Italian or French
- Knowledge of German, Italian, French, or other European Tax
- Knowledge of Automatic Exchange of Information (AEOI), Common Reporting Standard (CRS) including CRS due diligence and reporting principals and requirements
You’ve got this!