Wealth Tax Operations Support Senior Supervisor

Responsibilities

• Preparation and submission of non-US tax reports covering different jurisdictions and products.
• Analyzing tax transaction withholding processes – Front to Back
• Perform 3-way reconciliation between tax authorities, clients, and custodians.
• Perform monthly BAU processes with accuracy and timeliness.
• Reconciliation of positions and ensuring non-US tax completeness, accuracy, and timeliness
• Preparation of process documents and flowcharts
• Ensuring to maintain all process artifacts up to date based on any amendments in the process.
• Acting as 1st level response on client / banker queries regarding Tax.
• Resolving issues/ Queries related to non-US taxes.
• Assist in developing Business Requirements for system-related enhancements and perform business UAT
• Supporting project leads in Tech projects and process improvements in collaboration with business, Technology, and relevant stakeholders.
• Backing all control functions including MCA, audits, procedures updates and implementation.
• Provide metrics such as functional dashboards, issue tracker or change management updates part of BAU function.
• Calculating & reporting the key KPIs and metrics
• Well-versed with AI prompt and provide ideas to minimize the manual repetitive actions via AI tool
• Timely escalation of issues which impacts the tax processes, ensure root cause analysis, bank/client impact, Tax Authority/client settlement, P&L booking etc. is thoroughly reviewed, sharing regular transparent updates to the stakeholders and support to the E2E closure.
• Close cooperation with Business and Tech partners on gap identification and process improvements
• Supporting the organization goals and being aligned to ensure a healthy culture maintained within the team and subordinates in other regions.
• Continue professional development to keep abreast of emerging technologies, methods, and best practices.

Qualifications