A career in investor services offers a unique blend of financial expertise and client focus. As a Senior Officer, you will play a critical role in helping clients efficiently manage their business operations and make informed investment decisions.
Key Responsibilities
* Identify and reclaim withholding tax to minimize client liabilities.
* Maintain relationships with local offices, tax authorities, custodians, sub-custodians, and clients to ensure seamless processing of tax reclaims.
* Monitor the recovery process and provide regular updates to clients on the status of their claims.
* Develop and maintain expertise on FATCA, CRS, and QI regulations for multinational and local clients.
Requirements
* Bachelor's degree in economics, management, or law with a strong foundation in tax legislation and taxation.
* Alternatively, at least 3 years of experience in a tax department or back-office securities team with a focus on operational taxes, withholding tax reclaims, and tax reporting.
* Knowledge of FATCA, CRS, and/or QI is highly desirable.
* Familiarity with taxation of financial instruments and tax rules related to individuals (France, Germany, Belgium, Luxembourg).
* Strong analytical skills and project management experience are essential.
* Supportive of technology adoption and team collaboration.
* Proficiency in French and English, with German being an asset.