
Tax Operations- Firm & Client W/H-Senior Associate-Bengaluru
- Bangalore, Karnataka
- Permanent
- Full-time
- You will act as a risk manager for the firm through ongoing assessment and awareness of the tax regulatory environment and the firm's adherence to its regulatory obligations.
- Industrialise and automate processes and ensure effective controls are implemented.
- Perform review of EMEA Tax reclaim/voucher documentation
- Review and interpret market updates to evaluate tax impact and outline operational proposals as to how we should adapt to that change.
- Partner with key stakeholders within Operations, Global Markets, Trading, Corporate Tax and Technology.
- You will have excellent opportunities to develop your career as regulatory change management is at the forefront of the firm's strategy and the industry.
- Operations Experience: A minimum of 5-7 years of proven post graduate experience in a similar operations role, preferably within a financial services institution or a dedicated tax operations function.
- Superior Analytical & Problem-Solving Capabilities: Proficiency in identifying root causes, developing innovative solutions, and meticulously documenting procedures and outcomes to ensure accuracy and compliance. Strong aptitude for navigating intricate workflows within a demanding tax environment.
- Results-Driven Project Management & Efficiency: Proven capacity to balance and successfully execute multiple, time-sensitive projects simultaneously while maintaining a strategic, long-term focus with strong prioritization skills.
- Influential Communication & Stakeholder Engagement: Exceptional verbal and written communication skills, with a track record of effectively presenting complex information, influencing decisions, and building strong relationships with diverse stakeholders across all levels of the organization, including senior business leaders
- Collaborative Teamwork & People Acumen: Highly collaborative individual who excels at fostering strong working relationships across peer groups, and both vertically (with management and senior leadership) and horizontally (with other departments and global teams.
- Advanced Technical Proficiency: Essential intermediate to advanced proficiency in Microsoft Excel for complex data manipulation, reporting, and automation. Strong command of other Microsoft Office Suite applications (Word, PowerPoint, Outlook) is required.
- Adaptability & Rapid Learning Agility: Possesses a high degree of flexibility and intellectual curiosity, with the capacity to quickly learn and adapt to new proprietary systems in a dynamic and fast-paced environment.
- EMEA Regulatory & Tax Expertise: Direct experience or a strong foundational understanding of tax regulations, withholding requirements, and financial market operations specifically within the EMEA (Europe, Middle East, and Africa) region.
- Basic understanding about Taxation and financial products (Equities, Derivatives, Bonds etc.)
- Prior experience in primary team functions: Quick & standard reclaim for Major markets, RAS Documentation, Internal and External Queries and Market watch analysis and Tax Treaty Table update, creation of tax vouchers
- Proficiency in asset servicing and transaction Tax is preferred- involves understanding how corporate actions like dividends and mergers impact tax obligations, and the tax implications of different transaction types, including those across international borders.