Wealth Management Tax Operations

Department Profile

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Background on the Position

US Tax Operations is seeking an experienced individual to support Brokerage's Tax Documentation team. This role will present the candidate with challenging opportunities due to the high regulatory risk coupled with high volumes, tight deadlines and demanding client base. The position requires exceptionally strong organization, process and people management skills. In addition, this role requires excellent trouble shooting, execution and communication (written and verbal) skills.

Primary Responsibilities

• This individual will be responsible to troubleshoot, research and action all client/stakeholder queries related to documentation, allocation statements, change in circumstance, & US indicia and reporting.
• The candidate should have prior tax experience and be familiar with all aspects of tax operations.
• The candidate will have extensive interactions with internal stakeholders in both the Business Units as well as colleagues outside of Tax Operations (e.g Syndicated Loan Ops, FX Ops, Client Reference Data Ops, Tax Technology, Tax Compliance) and will be expected to troubleshoot with the team(s), propose and ensure implementation of solutions.
• In addition, this individual will be expected to materially participate in all strategic projects by supporting the documentation of Business Requirements Documents and testing.
• The candidate is expected to prepare and present findings related to Key Risk and Key process metrics as well as explore solutions to reduce risk, create capacity and improve client service.

Skills Required

The successful candidate will operate across all business units and functional areas within the firm and possess the following skills:

• Ability to multitask and take ownership of complex issues and meet tight deadlines.
• Ability to quickly identify an issue, coupled with the ability to succinctly articulate and escalate the issue, impact and corrective action to senior management.
• Ability to identify and set priorities and support the team accordingly.
• Ability to operate across all functional areas across Business Unit, Corporate Tax, Technology, Compliance, Audit and Risk.
• Ability to document process flows and desktop procedures.
• Highly Organized and Detail Oriented.
• Ability to manage a dedicated tax documentation team in a complex and dynamic environment.
• Attention to detail and meeting deadlines.
• Excellent verbal and written communication skills.
• Excellent analytical and problem solving skills.
• Comprehensive understanding of Microsoft Excel.
• A good understanding of Operations, Technology, & Risk.
• Advanced MS Office skills, including MS Excel, PowerPoint, Word and MS Project.