Aktuelle Jobs im Zusammenhang mit Custody Tax Specialist - Bollendorf - AXIS Group

Tax Compliance Role

The AXIS Group is seeking a highly skilled Tax Compliance Analyst to join our Custody Division. As a Tax Compliance Analyst, you will be responsible for ensuring the accuracy and timeliness of tax-related tasks and workflows.

Key Responsibilities

• Centralize tax information: Develop a centralized repository or database to store and easily access tax-related information for the Custody Division.
• Analyze tax impacts: Stay updated on market information and changes in tax regulations to accurately assess the tax impacts on the Bank and its Clients.
• Verify and monitor tax documentation: Implement a system for systematically verifying and monitoring clients' tax documentation to ensure compliance with regulatory requirements.
• Support new accounts opening: Develop standardized procedures for facilitating new accounts opening at sub-custodians' level, including addressing tax-related inquiries from internal and external stakeholders.
• Monitor and reconcile Capital Gain Tax calculation: Establish regular monitoring and reconciliation processes to ensure accuracy in capital gain tax calculations.
• Timely tax filings: Establish a calendar or reminder system to ensure timely submission of all required tax filings, with a particular focus on meeting deadlines for US tax filings.
• Regulatory tax reporting: Develop a system for efficiently generating and issuing regulatory tax reports such as CRS, QI, FATCA, and DAC6 reports in compliance with relevant regulations.
• Tax reclaims services: Ensure efficient handling of tax reclaims services by developing a streamlined process for submitting and tracking tax reclaims.
• Communication with external providers: Maintain open communication with external service providers and tax consultants to facilitate the exchange of information and ensure smooth collaboration.
• Continuous process improvement: Actively seek out areas for process improvement within tax-related tasks and workflows to enhance efficiency and effectiveness.
• Ad-hoc tax projects: Be prepared to engage in ad-hoc tax projects as needed, offering support and expertise to ensure successful project outcomes.

Requirements

• Background in the finance, tax, or legal sectors with a focus on regulatory compliance and financial products.
• Experience in a bank, financial institution, or with a Big 4 accounting firm.
• Knowledge of tax regulatory frameworks such as CRS, QI FATCA, and DAC6, as well as experience with financial products and investment funds legal structures.
• Fluency in English is also a valuable skill, especially in multinational organizations where English is commonly used as the business language.
• Excellent organizational, time management, and analytical skills, as well as dedication to quality.