The Client's Corporate and Investment Banking (CIB) Operations team is seeking a Lead Institutional Investment Operations Specialist within the Tax Operations team. This role involves leading global tax activities, including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives.
Roles And Responsibilities -
Lead tax withholding and reporting functions, ensuring accurate processes and approvals by team members.
Collaborate with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders for accurate reporting, withholding, and reimbursements.
Utilise business intelligence to identify and resolve exceptions throughout the year.
Oversee strategic initiatives across technology, process, control, and operational excellence.
Work with Corporate Tax and Compliance to analyse complex issues and implement solutions.
Support year-end reporting readiness, including trial runs, quality assurance, and finalisation.
Advise leadership on complex objectives, processes, industry regulations, and long-term goals.
Engage strategically with professionals and managers companywide.
Provide vision, direction, and expertise to leadership.
Must-Have Qualifications -
5+ years of Institutional Investment Operations experience or equivalent through work experience, training, military experience, or education.
Experience with tax withholding and tax reporting functions.
Understanding of asset servicing events across equities and fixed income securities.
Familiarity with options and swaps.
Knowledge of tax solutions such as Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI.
Ability to interpret technical requirement documents and system flows for reporting requirements.
Strong analytical skills with attention to detail and accuracy.
Experience in developing partnerships and collaborating with other business and functional areas.
Strong organisational, multi-tasking, and prioritising skills.
Experience delivering results in a fast-paced, deadline-driven environment.
Professional verbal and written communication skills.
Proven track record of leading strategic, complex deliverables.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Administrative
Industries
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