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About the Role
The Taxation Reporting Senior Associate role within Global Delivery is responsible for preparing/reviewing various APAC, EMEA and North America Financial trust distribution and tax provision packages. The role involves interaction with various units locally and overseas, requiring excellent interpersonal and communication skills and the ability to work in a team environment. Accuracy, timeliness, and client service are imperative, with a focus on quality controls, documentation, and process improvements.
Responsibilities
- Produce or review monthly, quarterly and annual tax reports and related working
- Ensure allocated client reporting is completed and submitted for review on a timely basis
- Maintain records on tax reporting related systems and act as senior system supporter
- Answer and handle complex issues and queries, escalating as needed with urgency
- Liaise with internal/external counterparties to obtain information
- Coach and assist less experienced staff
- Identify risk issues, breaches and act in accordance with the 'risk' escalation chain
- Act as escalation point where applicable
- Be accountable for assigned tasks and deadlines for self and team
- Review and correct process documentation such as process flows and SOPs
- Understand the end-to-end process, seek support for inter-process dependencies, suggest improvements, and drive projects for efficiencies/enhanced controls
- Work with the tax client service team to effectively manage auditor/client queries
- Understand client requirements and guide the team in managing deliverables
- Conduct performance planning and reviews for direct staff members
- Work closely with the Manager and senior management to drive solutions
Requirements
- Post Graduates (CA/CPA/CFA qualified or studying towards) preferably or Bachelor degree with Big 4 or mid-tier accounting firm relevant experience
- At least 4+ years of experience in a tax or financial services environment
- Good leadership, negotiation, and analytical skills
- Proven track record of efficiency creation, staff development, and people management skills
- Good understanding of managed investment funds, relevant accounting standards and applicability
- Good understanding of financial services and investment products
- Detailed oriented individual capable of performing in a high pace environment
- Demonstrated ability to meet deadlines
- Strong problem solving and resolution skills
- Excellent PC skills (Microsoft Office, especially Excel and Word)
- Strong attention to detail
- Demonstrate good analytical skills in resolving team issues and facilitating decision making
- Mindset for continuous process improvement and action
- Strong attention to detail and a focus on service
- Strong written and verbal communication skills
- Ability to prioritize multiple responsibilities to meet internal and industry deadlines
- Strong problem solving skills
Skills
- Interpersonal skills
- Communication skills
- Teamwork
- Quality control
- Documentation
- Process improvement
- Leadership
- Negotiation
- Analytical skills
- Efficiency creation
- Staff development
- People management
- Managed investment funds
- Accounting standards
- Financial services
- Investment products
- Attention to detail
- Problem solving
- Microsoft Office (Excel, Word)
- Data analysis
- Process management
- Service focus
- Prioritization
Experience Level
- 4+ years
Education Level
- Post Graduates (CA/CPA/CFA qualified or studying towards)
- Bachelor degree
Benefits
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
About the Company
- Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
- We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
- We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
- As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
- Join us in shaping the future.
Equal Opportunity
- As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.