Wealth Management - IPB Tax Ops - Team Leader

• Perform reconciliation between the banking system and tax system for the preparation and review of tax reports/gain/loss statements with limited supervision.
• Review transaction feeds across product/security types and conduct tax withholding review and remittance to tax authorities for various markets like the US, Germany, and Sweden.
• Liaise with various upstream operations teams such as Asset Servicing, Middle Office Trade Support, and Derivatives, Securities Transfers, and Hedge Funds for transaction corrections. Interpret and apply corporate events and fund-related movements.
• Ascertain tax codes for US securities by checking market sources. Meet service level standards for timeliness and accuracy.
• Analyze transactional activity from a tax implication perspective.
• Learn new types of tax laws and understand changes in tax laws and their implications for returns.
• Communicate effectively; manage time efficiently; work under pressure; analyze and solve problems; and collaborate as a team player.
• Maintain KPI, SOP, and other MIS.
• Ensure accuracy and attention to detail.
• Use MS Office products such as Excel, Word, and Access.

Required qualifications, capabilities and skills

• Demonstrate knowledge of financial securities.
• At least 6 years of relevant work experience.

Preferred qualifications, capabilities and skills

• Possess knowledge of corporate actions and security transfers (preferred).
• Exhibit understanding of tax and gain/loss reporting (preferred).