Senior Analyst with German Tax Reporting Compliance

Wrocław

Senior Analyst with German Tax Reporting Compliance
Wrocław
NR REF.: 1124094


Your new company
Global financial services company focused on helping clients manage and service their financial assets, operating in 35 countries and serving more than 100 markets. A leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team.


Your new role
Responsibilities:

• Serve as central point of contact for GFI (Global Financial Institutions) and High End Core clients, as well as investment managers and internal parties, for tax and proxy documentation issues, ensuring that all queries are addressed in a timely and accurate manner.
• Develop and improve relationships with most significant clients, taking ownership of all related issues.
• Participate in client visits, presentations, calls and/or meetings as appropriate. Assist in responding to RFPs (Request for Proposal) as appropriate.
• Develop knowledge of other departments (including Corporate Actions, Accounting, Securities Lending and Global Income) to ensure timely resolution of cross-departmental issues.
• Represent the department in periodic service calls with various Global Operations departments, when needed.
• Ensure all Investment Manager or Client queries are logged on the appropriate system, providing management reporting where required.
• Assist the team and management with escalations.
• Play a leading role in ensuring the department remains up to date with respect to the latest tax regulations. Leverage internal and external sources of information as appropriate.
• Ensure all necessary tax, proxy and other applicable documentation is on file for all clients and monitored accordingly. Renew documentation well in advance of expiration so as to prevent any negative client or company impact.
• Ensure that relevant databases and client files remain up to date.
• Play an active role in developing and documenting procedures and ensuring they remain current.
• Actively identify potential process improvements by such means as automation, cost reduction or revenue generation and make appropriate recommendations to management
• Lead related projects, reporting updates to management as necessary and in the required format
• Coordinate production of client reporting, as required and according to agreed schedule.
• Assist and take ownership of new-hire training and the development of more junior staff members.
• Contribute to compilation of periodic department status reports.
• Act as back up to the Tax Client Service Team Leader / Manager, when needed.

What you'll need to succeed

• Total work experience min 2-3 years is a must, preferable within tax/financial services area.
• Pro-client attitude is a must (previous client-facing experience would be an asset)
• University Degree, preferably in a related area.
• Fluent English and German
• MS Office knowledge is a must (preferable MS Excel advanced user)
• Solid communication skills and decision-making capabilities.
• Accountability, flexibility and adaptability to changing circumstances.
• Candidate must have the ability to work under pressure and prioritize the tasks well, often handle many tasks at once with appropriate level of detail-orientation.
• Ability to understand dynamic and complex local market regulations, procedures and practices and apply them to specific client and investment manager circumstances.
• Ability to effectively interact with other departments (including Global Operations, Securities Lending and Corporate Actions).
• Ability to manage internal and external client expectations.
• Ability to escalate in an effective and timely fashion.

What you'll get in return

• Full time contract of employment
• Competitive salary
• Health & Life Insurance
• Multisport card / Cinema Tickets / Nursery subsidiary
• Pension scheme
• Excellent opportunities for training, growth and professional development
• Opportunities to engage in diverse projects due to growth of business migrations
• A multitude of opportunities to get involved in additional charity projects
• A collaborative culture and great teams

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.