Client Tax Operations & Compliance Specialist

ING España&Portugal; Madrid; On-site; EUR 40,000 - 70,000; Full time

Benefits offered by this job

Health and life insurance

Flexible remuneration

Free shuttle service

Pension plan

On-site doctor’s office

Wellbeing program

Job summary

ING España&Portugal is seeking a Client Tax Services Specialist to join the Client Tax Services Team of Financial Crime Prevention in Madrid. You will support end-to-end client tax processes across onboarding, in-life management and tax reporting, ensuring data quality and regulatory compliance across CRS, FATCA, W-8/W-9 and withholding tax requirements.

The role requires 3–6 years of experience in client taxation within banking, strong analytical and stakeholder management skills, and a

Qualifications

• 3–6 years of experience in client taxation, tax operations, tax reporting, or investment services within the banking sector.
• Knowledge of investment-client taxation and tax reporting obligations.
• Understanding of CRS, FATCA, W-8/W-9 documentation, Withholding Tax, and Double Tax Relief concepts.
• Experience working with operational processes, controls, and regulatory requirements.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to work with large volumes of data and identify inconsistencies.
• Experience using data analysis and reporting tools.
• Strong collaboration and stakeholder management skills.
• Continuous improvement mindset and interest in automation and AI-enabled solutions.
• Ability to work independently while contributing effectively to a team environment.

Responsibilities

• Support the execution of end-to-end client tax processes across onboarding, in-life management, and tax reporting activities.
• Maintain and validate client tax information, including tax residency, CRS/FATCA classifications, W-8/W-9 documentation, and withholding tax attributes.
• Perform tax operational controls and ensure data quality across systems and reporting processes.
• Contribute to the preparation, validation, and submission of tax reports to internal stakeholders and external authorities.
• Investigate and resolve tax-related incidents, client queries, exceptions, and data discrepancies.
• Support compliance with local and international tax regulations, including CRS, FATCA, Withholding Tax (WHT), and Double Tax Relief requirements.
• Collaborate with KYC, Operations, Technology, Compliance, and the business to ensure tax requirements are correctly implemented.
• Participate in audits, regulatory reviews, and control testing activities by providing evidence and documentation.
• Identify opportunities to improve processes, increase automation, and enhance data quality.
• Support technology implementations, process redesign initiatives, and tax-related change projects.
• Contribute to the development and maintenance of procedures, controls, and operating documentation.
• Monitor operational KPIs and raise risks, issues, and improvement opportunities proactively.
• Promote a culture of continuous improvement, operational excellence, and customer focus.

Skills

Client taxation

Tax operations

Tax reporting

Data analysis

Stakeholder management

Automation interest

Independent worker

Job description

ING España&Portugal is seeking a Client Tax Services Specialist to join the Client Tax Services Team of Financial Crime Prevention in Madrid. You will support end-to-end client tax processes across onboarding, in-life management and tax reporting, ensuring data quality and regulatory compliance across CRS, FATCA, W-8/W-9 and withholding tax requirements.

The role requires 3–6 years of experience in client taxation within banking, strong analytical and stakeholder management skills, and a