Senior Tax & Documentation Officer - shift 9:30 – 18.00

BNY Mellon

Wrocław, PL

6 d. temu

source : Absolvent

Senior Tax & Documentation Officer - shift 9 : 30 18.00

Department / Team overview

The US Tax Inquiries team is part of the Tax & Documentation department, a client-facing group present in multiple EMEA and America locations and that is the focal point of contact for US Asset Servicing external and internal clients for all tax and client documentation matters.

The team is responsible for ensuring preservation of investment income tax entitlements and addressing all relevant queries and requests.

The Tax Client Service Officer provides subject-matter specific, professional client service support to the Investment Managers and Clients in America on a day-to-day basis, and ensuring timely resolution of all issues raised.

Your role

Serve as central point of contact for GFI and End Core clients, as well as investment managers and internal parties, for tax and proxy documentation issues, ensuring that all queries are addressed in a timely and accurate manner

Develop and improve relationships with most significant clients, taking ownership of all related issues

Participate in client visits, presentations, calls and / or meetings as appropriate

Assist in responding to RFPs as appropriate

Develop knowledge of other BNY Mellon departments (including Corporate

Actions, Accounting, Securities Lending and Global Income) to ensure timely resolution of cross-departmental issues

Represent the department in periodic service calls with various Global Operations departments

Ensure all Investment Manager or Client queries are logged on the appropriate system, providing management reporting where required

Assist the Tax & Documentation Officers with escalation items

Play a leading role in ensuring the department remains up to date with respect to the latest tax regulations.

Leverage internal and external sources of information as appropriate

Ensure all necessary tax, proxy and other applicable documentation is on file for all clients and monitored accordingly

Renew documentation well in advance of expiration so as to prevent any negative client or company impact

Ensure that relevant databases and client files remain up to date

Play an active role in developing and documenting procedures and ensuring they remain current

Actively identify potential process improvements by such means as automation, cost reduction or revenue generation and make appropriate recommendations to management

Lead related projects, reporting updates to management as necessary and in the required format

Coordinate production of client reporting, as required

Contribute to compilation of periodic department status reports

As a successful candidate you will be given opportunity to acquire and develop knowledge from related fields :

Working in a team to deliver best possible tax reporting service to our Clients, both in daily operations regime, as well as annual reporting tasks

Supporting day-to-day tax reporting activities, including fund static data setup and maintenance

Working on tax reporting due in various countries where clients invest

Qualifications

At least 2-3 years related experience and / or training in Financial Services industry Client Experience

University Degree, preferably in a related area

Fluent in English

Solid communication skills

An attitude of Accountability, Flexibility and Adaptability

Ability to understand dynamic and complex local market regulations, procedures and practices and apply them to specific client and investment manager circumstances

Ability to effectively interact with other BNY Mellon departments (including Global Operations

Securities Lending and Corporate Actions).

Ability to manage internal and external client expectations

Ability to escalate in an effective and timely fashion

Attention to Detail

Experience using Microsoft Office products, in particular MS Excel. Utilising advanced functions would be desirable

Some experience in working with databases would be a plus

Our offer

Full time contract of employment

City Centre locations close to main railway station and flexible working arrangements

Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program

Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs

Pension scheme

On-site childcare and a parental buddy programme

Exciting opportunities for career and global mobility

Diverse and inclusive environment

Employee Referral Program

Recognition programmes

A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)

If you are interested, please send your CV by clicking " Aplikuj teraz " button.

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