(Deputy) Custody Manager, Tax Operations
Core
Manage and oversee custody tax operations including Relief at Source and Tax reclaim, coordinate tax audits, and prepare tax documents for various markets.
Role type
Custody Tax Operations Manager
Builds
Tax compliance processes and reporting for custody services
Domain
Financial Services / Tax Operations
Required skills
Custody business operations, Tax regulations (Relief at Source, Tax reclaim), Tax audit management, Multi-market tax document preparation, US source income reporting, SWIFT formats, Investment instruments knowledge (equities, fixed income), Clearing and settlement procedures
Preferred skills
System development support, UAT execution, Sub-custodian network management
Technologies
SWIFT formats
Responsibilities
Manage and oversee the custody tax operation including Relief at Source and Tax reclaim, Connect with sub-custodian networks and local tax authority in dealing with tax related issue(s), Manage and coordinate tax audits, Prepare tax documents in regular basis according to the requirements of different markets, Cooperate with Tax Product team to complete annual US source income reporting to IRS, Assist in system development and perform UAT