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 complianceInput and maintain client data across multiple systemsProvide guidance, advice, and training to other teams on tax documentation mattersAdvise the business on account opening and due diligence tax issuesSupport business development for prospective clients prior to account openingPerform controls and reconciliations to ensure data consistency with client documentationMonitor tax reporting deadlines and ensure timely submissionsGenerate metrics and statistics for operational reportingAct as the local escalation point for complex tax documentation issuesManage day-to-day team operations, including work allocation and prioritizationCoordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

Bachelor's degree or professional certification in taxDeep knowledge of structures within the Wealth Management industryExcellent understanding of AML/KYC requirements and Economic Sanctions regulationsFamiliarity with Common Reporting Standard (CRS)Familiarity with US tax formsGeneral knowledge of the Asia tax regimeExcellent organizational skills with strong attention to detailAbility to manage multiple workstreams and prioritize effectivelyFlexible, team-oriented approach with the ability to work independentlyHigh 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 experienceOutstanding interpersonal, verbal, and written communication skillsFluency in any European language in addition to English