Tax Technical & Securities Market Expertise
•Perform high-level review of international indirect tax returns, including Financial Transaction Tax (FTT), UK & Ireland Stamp Duty, GST and Withholding Tax.
•Apply strong international indirect tax knowledge to analyse and resolve complex tax and operational matters.
•Demonstrate a strong understanding of securities markets, trade lifecycle and financial products, particularly equities and derivatives.
•Understand transaction tax implications across the trade lifecycle, from tax determination and accounting through payment and regulatory filing.
•Provide technical guidance on complex transactions, exceptions and tax-related issues.
Tax Operations, Reconciliations & Controls
•Oversee end-to-end transaction tax operations, including tax determination, accounting, payments, return preparation and filing.
•Manage investigation and resolution of Debit/Credit (Dr/Cr) breaks, including root-cause analysis and timely clearance of outstanding items.
•Oversee bookkeeping, reconciliations and journal entries, ensuring accurate recording of tax collected/accrued and tax paid.
•Ensure effective reconciliation of transaction data, accounting records, tax payments and regulatory returns.
•Maintain a strong risk and control framework, including appropriate reviews, documentation, escalation and audit trails.
•Drive process improvement and automation initiatives to enhance efficiency, strengthen controls and reduce operational risk.
Service Delivery & Performance Management
•Ensure accurate and timely delivery against regulatory deadlines, turnaround times, quality and productivity targets.
•Establish and monitor KPIs and performance measures, including service quality and engagement economics.
•Monitor material and aged breaks/exceptions, ensuring timely investigation, escalation and closure.
•Maintain robust SOPs, process documentation and business continuity arrangements.
•Proactively identify and manage delivery, operational and compliance risks.
Client & Stakeholder Management
•Act as a key point of contact for clients and senior stakeholders, managing technical queries, operational matters and escalations.
•Build strong relationships with internal and external stakeholders through effective communication, integrity and ownership.
•Represent the practice in client discussions, leadership forums and stakeholder engagements.
•Identify opportunities to expand existing services and introduce new capabilities within the International Indirect Tax offering.
•Collaborate effectively with Tax Reporting, Withholding Tax and other related functions to support end-to-end service delivery.
People Leadership
•Lead, coach and develop team members, fostering a culture of accountability, collaboration and continuous improvement.
•Manage team performance, capacity, work allocation and development, ensuring appropriate coverage of critical processes.
•Provide regular and constructive feedback to support individual development and performance improvement.
•Encourage team members to challenge existing processes, ask critical questions and proactively raise risks and concerns.
•Promote effective training and knowledge-sharing to strengthen the team's technical and operational capabilities.
Governance & Compliance
•Ensure adherence to firm policies relating to independence, confidentiality, data privacy, client acceptance and tax return preparation standards.
•Maintain appropriate documentation, governance and control standards across processes.
•Promote a strong culture of quality, risk management and regulatory compliance.
Skills & Attributes
•Strong analytical, numerical and problem-solving skills.
•Excellent verbal and written communication skills, with the ability to adapt communication for clients, senior stakeholders and teams.
•Strong people management and leadership capabilities.
•Strong client-service orientation, with the ability to manage priorities and maintain urgency in resolving critical issues.
•Ability to take ownership and deliver high-quality outcomes within tight regulatory deadlines.
•Strong attention to detail with a risk and control mindset.
•Proficiency in Microsoft Office, particularly Advanced Excel, PowerPoint and Word.
Education
•Bachelor's or Master's degree in Finance, Commerce, Accounting, Taxation or a related discipline.
Experience
•8–10 years of relevant professional experience, preferably within a Big Four firm, banking/financial services organization, global capability centre or shared services environment.
•Experience in tax operations, international indirect taxation, securities transaction taxes or related financial-services processes.
•Working knowledge of banking and financial markets, including securities products, transaction lifecycle and associated tax requirements.
•Experience with accounting, bookkeeping, reconciliations, journal entries and break investigation is highly desirable.
•Prior experience in people management, client/stakeholder management and operational delivery is expected for the role.
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