Operations Lead Specialist - Corporate Actions Tax
Core
Managing complex global processing, balancing, and reconciling of custody positions related to tax reclaim entitlements, including instruction receipt, authentication, and verification.
Role type
Operations Lead Specialist (Corporate Actions Tax)
Builds
Tax reclaim entitlements and custody position reconciliations for global clients
Domain
Financial Services / Custody & Tax Operations
Required skills
Tax reclaim processing, custody processing, reconciliation, dual controls, workflow management, quality control, production reporting, issue resolution, process improvement, STP (straight through processing), sub-custodian coordination
Preferred skills
Team training and development, root cause analysis, multi-tasking under pressure, MS Suite proficiency
Technologies
BBH Operations systems, MS Excel, MS PowerPoint, MS Word
Responsibilities
Ensure daily tax reclaim processing meets quality and timeliness standards; coordinate control/production activities and intraday/end-of-day prioritization; manage daily production reporting; review and verify team members' work; approve/sign-off on team work; interact with other departments to resolve issues; monitor and assist in resolving complex discrepancies; contribute to division process improvement activities; provide training and back-up support to team members.
Seniority
Mid-level, hands-on IC with team leadership responsibilities