AVP, Tax Operations, Global Brokerage
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Posted on:
13 hours ago
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1 Vacancy
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Job Summary
AVP Tax Operations Global Brokerage
Shaping and executing the tax operations strategy.
You will serve as a single point of accountability to own end-to-end product tax operations covering US source income regimes FATCA CRS IRC 871(m) and other foreign jurisdictions.
You will ensure compliance with tax regulations review processes for investor-related documentation data quality/collection and system effectiveness.
You will have at least 5 years of tax operations experience gained from a major financial institution and possess strong analytical and problem-solving skills and be able to work independently.
Core Responsibilities
Tax regulatory monitoring & policy translation
Monitoring regulatory changes relating to tax track relevant country-specific tax rules (e.g. US IRS/ IRAS HK CN IN) and highlight changes to respective business units
Assess impact of regulatory changes on the existing processes.
Assessment
Ensure new business processes comply with applicable tax regulation
Advise respective business units on building new processes that will comply with the tax regulations. Drive the design of new workflow to meet reporting obligations
Determine tax reporting obligations for new/existing products & tax exposure
Filing & Reporting
Work closely with Operations team to complete global tax reporting (including US IRS Form 1042 reporting). This includes liaising and working closely with clients on tax status and documentation
FATCA/CRS self-certification & returns filing. Provide training escalation support and handling of special cases.
Determine the scope for remediation outreach for our members and account holders to close any gaps for any additional reporting obligation.
Data integrity
Define data rules/controls and requirements for source systems to ensure STP of data output for annual filings. Coordinate with Operations nd Technology teams for automation and fixes.
Steward a single tax in scope register for products/issuers and a DA/Qualified Intermediary (QI) register.
Launch/Change gatekeeping
Operate the Finance tax go/no-go gatekeeping for new products/jurisdictions
Publish filing calendars playbooks and audit ready documentation.
This role will report to the Head of Tax and work closely with teams from Business Operations Technology Compliance and Audit to manage and answer day-to-day queries address reporting requirements and work on system/process implementation and development.
Sloane Shorey
Sloane Shorey is a Ministry of Manpower Licensed Employment Agency: EA License 20S0307
Shaping and executing the tax operations strategy.
You will serve as a single point of accountability to own end-to-end product tax operations covering US source income regimes FATCA CRS IRC 871(m) and other foreign jurisdictions.
You will ensure compliance with tax regulations review processes for investor-related documentation data quality/collection and system effectiveness.
You will have at least 5 years of tax operations experience gained from a major financial institution and possess strong analytical and problem-solving skills and be able to work independently.
Core Responsibilities
Tax regulatory monitoring & policy translation
Monitoring regulatory changes relating to tax track relevant country-specific tax rules (e.g. US IRS/ IRAS HK CN IN) and highlight changes to respective business units
Assess impact of regulatory changes on the existing processes.
Assessment
Ensure new business processes comply with applicable tax regulation
Advise respective business units on building new processes that will comply with the tax regulations. Drive the design of new workflow to meet reporting obligations
Determine tax reporting obligations for new/existing products & tax exposure
Filing & Reporting
Work closely with Operations team to complete global tax reporting (including US IRS Form 1042 reporting). This includes liaising and working closely with clients on tax status and documentation
FATCA/CRS self-certification & returns filing. Provide training escalation support and handling of special cases.
Determine the scope for remediation outreach for our members and account holders to close any gaps for any additional reporting obligation.
Data integrity
Define data rules/controls and requirements for source systems to ensure STP of data output for annual filings. Coordinate with Operations nd Technology teams for automation and fixes.
Steward a single tax in scope register for products/issuers and a DA/Qualified Intermediary (QI) register.
Launch/Change gatekeeping
Operate the Finance tax go/no-go gatekeeping for new products/jurisdictions
Publish filing calendars playbooks and audit ready documentation.
This role will report to the Head of Tax and work closely with teams from Business Operations Technology Compliance and Audit to manage and answer day-to-day queries address reporting requirements and work on system/process implementation and development.
Sloane Shorey
Sloane Shorey is a Ministry of Manpower Licensed Employment Agency: EA License 20S0307
About Company
Compliance, Risk, and Resilience Recruitment: Sloane Shorey Consulting is a recruitment firm specialising in compliance, risk, and resilience across Asia and the Middle East. Since 2017, we have partnered with banking and financial services companies, multinational and local corporati ... View more
