International Private Banking - Tax Support Manager

As a Tax Support Manager within the International Private Bank (IPB) Client Service Tax Support team, you will be tasked with assisting the Client Service (CSS) team in a variety of tax-related matters, ranging from tax documentation to tax bookings / withholding and tax reporting.

Job Responsibilities :

• Manage daily requests and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures. Escalation of issues for any urgent matters or assistance.
• Proactively manage and monitor the IPB Client Service Tax Support mailbox in Global CASE and assist Client Service Teams and Front Office answering tax queries or / and liaising with Tax Ops Teams for assistance.
• Support Tax Solicitation (Review, Prefills, send solicitation and Tax Tickets)
• Act as coordinator between Tax Operations and Client Service Teams / Front Office
• Assist with research, follow-up and issue resolution through effective interaction with Client Service and operations teams in a timely and professional manner
• Participate in Service-related projects / priorities as needed
• Provide support to direct manager / local manager by ensuring that local administrative tasks are accomplished
• Work closely with Europe, Middle East and Africa (EMEA), Latin America (LATAM) and Asia Client Service Managers
• Prepare of ad-hoc reports as required
• Ensure that individual activities, as well as team activities are tracked in a timely manner
• Assist CSS Tax Manager and Client Service Managers in developing communications for best practices to be shared across the teams

Required qualifications, capabilities, and skills :

• Minimum 1 year of experience in the Financial Services and / or Private Banking industry as an onboarding officer or junior tax specialist
• Experience with tax documents review, account openings or Know Your Client (KYC), is a must
• Understanding of Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) rules
• Highly organized, attentive to details, excellent follow up habits
• Service-Oriented
• Effective communicator (both orally and written)
• Ability to synthesize complex tax terms into ease understanding by non-tax members
• Ability to work effectively as a member of a team with the ability to work well with multiple Client Service teams and other team members
• High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet / Intranet usage and ability to learn proprietary software and databases
• Candidate must be fluent in English (speak & written)

Preferred qualifications, capabilities, and skills :

• Bachelor’s Degree preferred or equivalent work experience
• Can communicate using one or multiple of the following European languages : Italian, Spanish, Portuguese, French - preferred but not required