Tax Operations Analyst

Responsibilities : 

• Responsible for providing clerical support such as filing and data entry.
• Daily tax processing and client reporting functions. This includes but is not limited to Local and Global Clearing and Custody (LC & GC) with respect to: 
• Client tax documentation review and account validation 
• Tax projections, withholding, and adjustments
• Daily exception monitoring 
• Provide operations support for the production of all 1042-S and 1099 U.S. regulatory tax filings. 
• Deliver client reporting for pending payments and allocation of tax treaty rates to be applied
• Process EDS elections at US Depository for relief at source opportunities
• Work closely with the income and corporate actions department for the proper tax treatment of events
• Review events for the proper tax treatment under Section 302/304 of the IRC
• Respond to client inquiries with detailed responses in a timely manner
• Ensure client accounts are properly documented and documents provided are complete and accurate
• Deliver high quality of service to ever more demanding clients 
• Complete projects and initiatives as assigned.
• Ensure responsibilities are performed within appropriate client service level agreement (SLA)
• Follow the main principles of Banking Operations, especially through the segregation of tasks
• Ensure operational procedures are clearly defined, updated and followed 
• Participate in the design and the implementation of IT solutions necessary for the completion and the development of the CCS activity in line with BPSS standards and objectives and in line with client activities
• Initiate and drive initiatives/system updates to improve tax processing capability
• Facilitate communication between US and Lisbon operational teams

Required Skills: 

• BA required
• 1-3 years financial industry experience with a preferred emphasis on tax reporting in the U.S. 
• Requires prior knowledge of industry terminology and business processes.
• Strong familiarity with all US security products and taxation
• Proactive, self-motivated, and demonstrates initiative
• Extremely detailed orientated
• Ability to develop and document processes and procedures
• Ability to juggle multiple priorities while respecting tight deadlines
• Displays a keen sense of ownership, responsibility and accountability
• Strong involvement and good communication skills with client focus
• Excellent analytical skills and problem solving skills 

Preferred Skills:

• Advanced degree considered a plus
• Experience with taxation rules in global markets is considered a plus