This role oversees the Quality Assurance framework for all Client Tax reporting activities across multiple jurisdictions to ensure regulatory compliance
Job Summary
This role oversees the Quality Assurance framework for all Client Tax reporting activities across multiple jurisdictions to ensure regulatory compliance.
The ideal candidate will possess in-depth knowledge of global tax regulations and lead a global team managing complex wealth management products.
Candidates will drive process improvement initiatives and collaborate with internal stakeholders to address QA issues and develop remediation plans.
Matching Summary
This role oversees the Quality Assurance framework for all Client Tax reporting activities across multiple jurisdictions to ensure regulatory compliance.
Skills & Requirements
Must-have
Client Tax Reporting Quality Assurance
Global Tax Regulations Knowledge
Wealth Management Product Expertise
FATCA CRS Framework Implementation
Data Reconciliation and Validation
Tax Authority Query Management
Nice-to-have
Process Improvement and Automation
Cross-functional Team Leadership
Advanced Data Analytics Proficiency
Regulatory Framework Experience
Stakeholder Communication Skills
Key Requirements
8-10+ years experience in Client Tax Reporting
Bachelor's or Master's degree in Finance or related field
Extensive Wealth Management industry background
CFA, CPA, or FRM certification preferred
Experience with FATCA, CRS, and indirect tax regimes