Senior Specialist Global Tax Advisory

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Senior Specialist, Global Tax Advisory
The candidate will report to the Global Head of Tax Research Group (part of Tax Product) in the firm's Asset Servicing Digital business. Lead role in tax research strategy and tax monitoring of all markets in the global custody network that supports the Asset Servicing Digital business. Work closely with all tax experts in the organization, including Corporate Tax and the Tax Operations area. Monitor and analyze tax laws, rates and compliance obligations as a result of global withholding tax, securities taxation or procedural change in markets (coverage of over 90+ investment markets). Define best practice delivery model and service policy. Review and analysis of scope and nature tax services to ensure the firm complies with relevant local tax requirements. Inform the firm’s operational delivery teams of any withholding tax changes and works with the business to implement processes arising from tax change. Coordination with Corporate Tax as and when appropriate. Oversight of sub-custody tax services, SLDs and tax agreements with subs/tax authorities. Ensure market change is communicated in a concise, factual manner both internally/externally. Preparation of analysis to support discussions/meetings with tax authorities/governments as necessary to advocate workable solutions to tax relief models. Respond to tax technical queries, supporting Tax Operations functions and clients, working with client relationship managers where necessary. Research, preparation of analysis and communication of key regulatory initiatives impacting investment services. Deliver ad hoc tax technical training/knowledge sharing internally and externally where necessary. Close collaboration/communication with the firm's sub-custodian network and Global Network Management team. Contribute and work with Tax Policy and any Tax Steering groups as and when required. Participate in meetings with clients to review tax changes and where necessary work closely with the clients dedicated tax service provider/tax advisor. Participate in relevant tax industry working groups meetings as necessary. Bachelor’s degree in accounting, tax degree, OR J.D., OR the equivalent combination of education and experience, is required. Should preferably have 5-7 years of total work experience preferred. Extensive tax and regulatory experience (at least five years) in the Investment Services or Asset Management business, Professional Services Firms or Law Firm is required. Experience in tax analysis and advisory is preferred.

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