Wealth Management EMEA Tax Documentation Compliance Analyst
Wealth Management EMEA Tax Documentation Compliance Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
Shape the future of tax operations in a fast-paced global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients.
As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation maintain data integrity across systems and coordinate operational tax projects. You will act as a Center of Excellence providing guidance on onboarding and operational tax matters and support all aspects of client onboarding including AML KYC and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding multi-jurisdictional environment.
Job Responsibilities:
- Review and accept client tax documentation ensuring accuracy and compliance
- Input and maintain client data across multiple systems
- Provide guidance advice and training to other teams on tax documentation matters
- Advise the business on account opening and due diligence tax issues
- Support business development for prospective clients prior to account opening
- Perform controls and reconciliations to ensure data consistency with client documentation
- Monitor tax reporting deadlines and ensure timely submissions
- Generate metrics and statistics for operational reporting
- Act as the local escalation point for complex tax documentation issues
- Manage day-to-day team operations including work allocation and prioritization
- Coordinate tax-related projects from an operational perspective.
Required qualifications capabilities and skills:
- Bachelors degree or professional certification in tax
- Deep knowledge of structures within the Wealth Management industry
- Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
- Familiarity with Common Reporting Standard (CRS)
- Familiarity with US tax forms
- General knowledge of the EMEA tax regime
- Excellent organizational skills with strong attention to detail
- Ability to manage multiple workstreams and prioritize effectively
- Flexible team-oriented approach with the ability to work independently
- High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
- Strong MS Office skills including intermediate Excel proficiency
Preferred qualifications capabilities and skills:
- Automation skills (Alteryx Xceptor etc.)
- Project management experience
- Outstanding interpersonal verbal and written communication skills
- Fluency in any European language in addition to English
Required Experience:
IC
Employment Type
Full-Time
