Identification and participation in process design workshops to achieve better controls, compliance and efficiency
Review of Tax Operations policies and procedures supporting various business lines, performance of gap analysis, and drafting of business remediation plans
Support of technology and system migration projects for workflow enhancements and support for new regulatory requirements
Contribution towards departmental obligations to adhere to strict regulatory and compliance requirements, per IRS and BNP Paribas policy Technical & Behavioral Competencies Candidate is measured on the following four performance drivers, which will dictate how individual impact is considered:
- Results and Impact
- Able to influence peers and team.
- Demonstrates good judgement when making decisions of high complexity and impact.
- Exercise appropriate autonomy in the execution and delivery of work.
- Responsible for driving outcomes, which have meaningful effect on team or department.
- Leadership and Collaboration:
- Creates trust with colleagues.
- Acts in leadership capacity for projects, processes, or programs.
- Closely work with the team in building the knowledge base within the team as a mentor.
- Client, Customer and Stakeholder Focus:
- Able to build relationships with a mix of colleagues and clients.
- Interacts regularly with management and department leaders.
- Demonstrates the ability to influence stakeholders at the team level.
- Compliance Culture and Conduct:
- Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts.
- Perceived as a person of high moral character; upholds corporate values and displays high ethical standards
Specific Qualifications (if required) Minimum Required Qualifications: - Bachelors degree in accounting, Finance, Business or similar
- 5 years of experience relevant to US tax information reporting, Corporate Actions, withholding and management of US client tax documents
- Exposure and comprehension of Internal Revenue Codes Chapter 3, Chapter 4, and Chapter 61
- Experience and familiarity with global markets
- Advanced Microsoft Excel and database management (Alteryx, Tableau, Business Objects or similar is an added advantage) experience and skills
- Quick learner, taking detailed notes as references
- Driven by client needs and satisfaction
- Proactive, motivated and willing to comprehend new concepts
- Highly attentive to detail
- Control oriented mindset with respect to management of daily BAU
- Strong team and leadership skills
- Innovative and adept at assessing opportunities for process improvements and automation
- Strong familiarity with respect to tax accounting rules and regulations
- Strong communication (verbal and written) and organizational skills
Preferred Qualifications:
- Knowledge of Tax processing applications, such as the Broadridge BPS, Broadridge TMS (Tax Managed Services) and Broadridge TDS (Tax Data Solutions), BANCs, and Intermediary Processing System (IPS) or similar tax allocation, and reporting systems
- Experience validating client tax forms (Forms W-8 series, Forms W-9) using third party vendor systems (i.e. MD3, TAINA), providing tax rate instructions, and updating back office static data and referential data systems
- Proven track record of contributing to team
-
oriented tasks and strategies, with the ability to identify client driven enhancements - Solutions-oriented thinker who can generate creative ideas
- Ability to perform multiple tasks and meet established deadlines in a fast-paced work environment
- Effective analytical, organizational, and problem resolution skills
- Candidates with FINRA licenses (Series 7, 63) are encouraged, although FINRA licenses are not required for employment
Skills Referential
Behavioural Skills : (Please select up to 4 skills)
Ability to collaborate / Teamwork
Ability to deliver / Results driven
Communication skills - oral & written
Critical thinking
Transversal Skills: (Please select up to 5 skills)
Ability to develop and adapt a process
Analytical Ability
Ability to understand, explain and support change
Ability to inspire others & generate people's commitment
Ability to develop others & improve their skills
Education Level:
Bachelor Degree or equivalent
Experience Level
At least 7 years
