This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios
Job Summary
This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios.
The ideal candidate will possess in-depth knowledge of global tax regulations, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team.
Candidates will drive process improvement and automation initiatives within the Tax reporting function to enhance efficiency, accuracy, and consistency.
Matching Summary
This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios.
Skills & Requirements
Must-have
Client Tax Reporting Quality Assurance
Global Tax Regulations Compliance
Wealth Management Product Knowledge
Cross-functional Team Leadership
Data Reconciliation and Validation
Nice-to-have
Process Improvement and Automation
Advanced Excel and Data Analytics
Regulatory Framework Expertise
Stakeholder Management Skills
Audit Engagement Leadership
Key Requirements
8-10+ years experience in Client Tax Reporting
Bachelor's or Master's degree in Finance or related field
Extensive experience in Wealth Management QA
Knowledge of FATCA, CRS, and indirect tax regimes
Experience with regulatory frameworks like Dodd-Frank and MiFID II