Withholding Tax Operations within the team, managing the firm’s tax reclaim population and certification documentation, including account set‑up for tax purposes, creation and issuance of tax vouchers, and implementation of regulatory changes across ITU and partner departments.
Process and prepare tax reclaim forms and supporting documentation for submission to external custodians and tax authorities, ensuring correct tax treatment of firm assets and adherence to prescribed steps and controls.
Reconcile securities positions and related taxable events, investigate and resolve breaks and exceptions, and escalate risks in withholding tax processes to senior management and stakeholders for sign‑off.
Ensure timely submission of all tax documentation and filings to custodians and tax authorities across multiple jurisdictions, maintaining compliance with complex and evolving regulatory requirements.
Engage with global stakeholders—including Front Office, Finance, Legal, and external custodians—to support client requests, resolve withholding and reporting issues, and provide audit‑ready documentation and responses.
Review day‑to‑day withholding tax processes, monitor controls, and escalate operational and compliance risks, ensuring robust governance over tax obligations and exceptions.
Contribute to process improvement and technology initiatives that enhance systemic tax processing, automation, and data quality, supporting the broader technology strategy for tax operations.