Are you passionate about building strong relationships and delivering exceptional service? As a Tax Client Service Representative in Global Tax Operations, you will be at the forefront of client engagement, providing tailored support to clients and helping them navigate complex international tax environments. This client-facing role offers you the opportunity to make a real impact by maximizing clients’ investments and ensuring their interests are represented across our business. Join us to drive positive change for our clients, and grow your expertise in a dynamic, high-profile area.
As a Tax Client Service Representative in Global Tax Operations, you help maximize our clients’ investments by facilitating effective tax relief and supporting retrospective tax reclaims. You join a team that provides tailored, end-to-end support for premier clients, focusing on proactive service, strategy, and risk management. Together, we navigate diverse market procedures and complex regulatory requirements, ensuring our clients’ interests are represented and their tax efficiency is maximized. You will have the opportunity to build strong relationships and contribute to industry forums, driving positive change for our clients and our business.
Job responsibilitiesServe as a centralized point of contact to support clients’ tax servicing needs, building effective business relationships with key personnelLead the tax component of service reviews and meetings with clientsProvide input on tax-related product and change requestsRepresent and communicate clients’ interests across the businessDevelop a deep understanding of clients’ business, structure, and tax strategy to maximize tax efficiencyCollaborate closely with the Sub Custodian network and internal Network Management GroupTranslate market newsflashes and monitor tax developments, communicating impacts and supporting clients through changesProvide proactive support and guidance on outstanding or expiring tax documentationOversee tax reclaims and follow up on aged or problematic items with global tax authoritiesFile pilot tax reclaims for new or emerging market opportunities under client authorityDeliver premier service to clients in areas including documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reportingRequired qualifications, capabilities, and skillsDegree qualified or equivalent work experience in a relevant fieldExperience in client service and relationship management, communicating complex issues with internal and external stakeholdersTeam management experience within financial services, demonstrating accuracy and risk awareness in deadline-driven environmentsStrong communication and problem-solving skills, with examples of successful internal and external collaborationProven risk awareness and operational control experience within financial servicesExperience in process improvement, articulating ideas and procedural changes to clientsDemonstrated problem-solving skills and experienceProven experience working with accuracy under strict deadlinesPreferred qualifications, capabilities and skillsATT qualificationIOC or other industry-related benchmark qualification