Are you experienced within client tax operations and are data literate? Then you found the right position for you!

As a Agent Securities Financing Tax Operations Manager within the Client Tax Operations team, you will report to the Senior Operations Executive responsible for International Tax Business and Regulatory Change. You will be exposed to the execution of operational tax activities associated with the Agent Securities Financing product suite. 

Job responsibilities 

Liaise with Custody and ASF Tax Product colleagues to capture, assess and implement the operational elements of tax regulatory changes to ASF services, with onward communication global operations teamsMaintain tax treaty boards and manufactured income rates in the TACT and Avatar platforms, and other tax rates pertaining to securities financing activity across all clients and lending marketsEnsure accurate daily and weekly data reconciliationsComplete oversight of tax regulatory reporting responsibilities performed by the ASF Operations teamSupport new ASF client and borrower onboarding and set-upPartner with Client and Relationship Managers to collect / refresh tax documentation associated with borrowersOwn the process for managing and mitigating operational tax risk through ongoing assessment of processes, policies and controls in a complex and rapidly evolving tax regulatory environmentPartner with ASF and Custody Tax Product teams, Corporate Tax, Legal, Sales, Client Managers, Trading Desk and Controls teams to assess for operational impacts and controls when presented with new product proposals (e.g. impacts of lending in a new market/new type of collateral) and/or client change requests

 

Required qualifications, capabilities, and skills

Equivalent work experienceStrong organisational skillsData literate and knowledge of Intelligent Automation toolsExcellent written and verbal communication skillsKnowledge of securities taxation principles and tax considerations impacting custody clients and stock borrowers  Strong analytical ability with attention to detailStrong focus on risk and controls including ability to restructure processes and procedures, as requiredCapable of managing multiple competing priorities and stakeholders

 

Preferred qualifications, capabilities, and skills

Strong presentation skillsAbility to collaborate with cross-functional teams in multiple locations Tax or Accounting qualification