Operational tax professional

About the role

Taxology offers a challenging opportunity for talented operational tax professionals with proven experience either as a tax manager or middle office manager/analyst in the portfolio investment (fund) industry (e.g., institutional investors, investment managers, fund managers, or custody banks). We have an open, innovative, creative, make-it-happen culture and provide a flexible, informal, and exciting working environment with plenty of opportunities to grow as a professional and as an individual.

As an operational tax professional, you will have significant impact on the quality of our service offerings and our client service experience. You will be responsible for the smooth and seamless delivery of our global withholding tax recovery services to our clients, working closely with the sales team, business development, implementation team, and IT development team.

Responsibilities

• Maintaining client relationships from an operational perspective, timely procuring the relief-at-source and reclaim documentation, and monitoring timelines and documentation deadlines
• Analyzing and pre-processing client data (income files, outstanding tax reclaim files)
• Liaising with clients’ custodians and investment managers on the one hand and local tax administrations on the other to ensure proper and timely delivery of documentation and information required for filing and post-filing (after questions from local tax administrations)
• Monitoring and communicating claim deadlines (with the help of automated notifications by Protocol)
• Collaborating with the business development and IT development teams to help further automate withholding tax reclaim processes and improve the Protocol platform
• Periodical follow-up of claims filed, tracking refunds, and forwarding refunds to clients' bank accounts
• Maintaining excellent working relationships with local tax inspectors

Requirements

• Fluent English speaker
• University or University of Applied Sciences degree in business economics, finance, tax law, or tax economics
• 2–5 years of relevant experience
• At least 2 years of experience as an operational (tax) manager with financial institutions (preferably gained with commercial banks, custody service providers to institutional investors, securities brokers, or institutional investment managers)
• Digital-minded and tech-savvy
• Self-starter attitude
• Strong Excel skills
• Exceptional organizational, presentation, and communication skills (verbal and written in English)
• Ability to set clear targets and development plans and to achieve those objectives

Benefits

• A challenging and exciting position
• An opportunity to contribute and put your personal signature on the growth and success of Taxology
• A competitive remuneration package