Tax specialist operations

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Ensure the proper application of client related tax regimes and provide business support in the area of investment product tax suitability considerations.

• Tax withholding process and management
• Insurance wrappers accounting and taxation
• Reconciliation process
• Support all departments in Operations in daily business for tax related issues (e.g. capital gain tax, stamp duty, financial transaction taxes, QI/FATCA documentation on behalf of the company for counterparties etc.).
• Control and posting of Italian income & capital gain taxes
• Italian stamp duty calculation, control and posting
• Regulatory reporting towards Agenzia delle Entrate
• Proactive contribution to the digital transformation journey
• Work closely with COO and Back-Office Coordinator to ensure the delivery of top-priority projects
• Support and deputize the team in all matters according to the existing or acquired expertise

• University degree in Finance, Economics or Business Administration
• 5 years of experience in tax withholding process
• Experience in Italian client tax reporting (international knowledge is a plus)
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively
• Good business transformation and project management skills
• Accurate and independent work style, as well as precise and expeditious work
• Excellent communication and interpersonal skills to be clear and effective towards colleagues and relevant stakeholders
• A strong passion for organization and processes, for new technologies/trends and emerging methodologies
• Knowledge in Italian fiduciary regulatory reporting is a plus
• Very good Italian and English skills