Tax Operations Associate
Location: Glasgow
Role Type: Contract - 12 Months
Work Setup: Hybrid - 3 days in the office
Who We Are
Robert Walters is the world's most trusted talent solutions business. Across the globe, we deliver recruitment, outsourcing, and talent advisory services for businesses of all sizes, opening doors for people with diverse skills, ambitions, and backgrounds.
The Role
Our client is a large multinational firm that provides a range of financial services, including advisory, investment, and asset management solutions. It serves a diverse set of clients worldwide, focusing on strategic planning, market operations, and long-term financial growth.
What you'll do
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Process and prepare tax reclaim and certification documentation, ensuring all controls, regulatory requirements, and internal procedures are followed.
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Reconcile securities positions and investigate exceptions relating to taxable events, escalating risks and resolving discrepancies where required.
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Manage the timely submission of tax documentation to custodians and tax authorities, ensuring compliance with global tax obligations.
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Partner with internal and external stakeholders to support tax-related requests, account set-up activities, and regulatory change initiatives.
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Monitor operational tax risks, support audit requirements, and contribute to process improvement, automation, and technology-driven enhancements.
What you bring
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Previous experience within banking operations, with exposure to tax operations, trade lifecycle management, settlements, securities processing, or post-trade environments.
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Understanding of operational banking flows and transaction processing, including trade settlement, reconciliations, and associated controls.
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Experience supporting withholding tax processes, tax documentation, tax reclaims, or related regulatory obligations would be highly advantageous.
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Strong analytical skills with the ability to investigate issues, interpret data, and identify operational risks and exceptions.
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Excellent written and verbal communication skills, with the ability to work effectively with internal stakeholders, clients, custodians, and regulatory bodies.
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High attention to detail, strong organisational skills, and proficiency in Microsoft Office, particularly Excel, within a fast-paced, controlled environment.
What's Next?
If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role further.
We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at [email protected] to discuss how we can support you.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
