Job Description
Responsibilities :
- Prepare and review tax documents required for reclaims and relief at source
- Monitor the application of the correct withholding tax as per rules
- Ensure that reclaims are filed timely; create a calendar based on fund holdings.
- Act as a reference point for the tax team members and train/guide them through the daily activities.
- Collect, analyze Tax information and documentation, and ensure complete review of the tax documentation.
- Close monitoring of the reclaim status through reconciliation
- Create and maintained metrics for management reporting.
- Work closely with regional representatives of the funds.
- Liaisons with sub-custodian, tax advisor and tax authorities as needed
- Maintain historical documentation.
- Create country specific data on foreign tax reclaims.
- Clear backlog of forms on file.
- Participate in Brain storming sessions and share the best practices and ideas with the peer groups and team members
- Consistently evaluate and update documented procedures to ensure they are complete, accurate and current.
- Perform daily controls on team activity as per the existing check lists to ensure priorities have been completed with accuracy.
- Escalate to the Team Leader/Manager any incident or operational risk.
Skills/ Qualifications:
Work Experience/Knowledge:
- 4-6 years of experience with federal tax treatment of securities and taxation of mutual funds is preferred
- Strong understanding of Tax laws and withholdings taxes
- Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and Reclaim
- Experience in International Taxation and Tax Treaty is an added advantage.
- Strong analytical skills, Detail orientation, service commitment, and solid organizational and interpersonal skills.
- Proficient in Microsoft Office Applications
Formal Education:
- A Bachelor’s Degree in accounting or finance and/or equivalent work experience.
- Semi qualified CA / Semi qualified CMA
- Financial services industry related certifications.
Skills/Competencies/Attributes:
- Team player.
- Excellent verbal and written communication skills.
- Ability to conduct complex analysis and present data in a meaningful way.
- Strong organizational skills and detail orientation.
- Open minded, flexible, and willing to listen for other people’s opinions.
- Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required.
Key Skills
Other Details
About Company
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