Manager Operations Tax & Estates
Core
Lead operations for Tax, Corporate Actions, and Estate settlements, ensuring compliance and seamless client experiences.
Role type
Manager, Operations (Tax & Estates)
Builds
Operational workflows for tax reporting, corporate actions processing, and estate asset transfers
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Team coaching and mentorship, matrix environment collaboration, strategic execution, technology adoption, critical thinking, prioritization, relationship management, industry knowledge (tax compliance, corporate actions, estate law)
Preferred skills
None stated
Technologies
None stated
Responsibilities
Oversee day-to-day operations of Tax, Corporate Actions, and Estate Operations teams; drive technology adoption and process modernization; coach and develop entry-level to expert-level professionals; build partnerships with internal stakeholders and external entities (executors, legal representatives)
Seniority
Manager, hands-on leadership
