Associate Tax Compliance

Morgan Philips Specialist Recruitment; Warszawa; Hybrid; PLN 110,000 - 170,000; Full time

Benefits offered by this job

Hybrid work flexibility

Professional development and learning

Job summary

Morgan Philips Specialist Recruitment represents a global investment firm seeking an Associate Tax Compliance in Warsaw.

The role involves supporting global fund tax reporting from data collection to final filing, reviewing tax deliverables, and assisting with investor tax reporting.

Hybrid and flexible working arrangements are offered along with exposure to international tax projects and collaboration with external advisors. This is a junior-to-mid level role with strong English proficiency.

Qualifications

• Relevant university degree or equivalent professional experience.
• Initial experience in tax compliance or tax advisory, e.g. in a professional services firm or in-house.
• Good understanding of international tax principles.
• Ability to work with external advisors and internal stakeholders.
• Strong communication skills in English, written and spoken.

Responsibilities

• Supporting global fund tax reporting processes from data collection through to final reporting.
• Reviewing direct and indirect tax deliverables prepared by external service providers.
• Supporting the calculation and distribution of investor tax reporting.
• Assisting with the preparation and filing of tax documentation across multiple jurisdictions.
• Participating in regular coordination meetings with external service providers.
• Supporting local and cross border tax projects and initiatives.
• Contributing to improvements of data intensive tax processes through systems, automation and analytics.

Skills

Tax compliance

International tax

Stakeholder management

English communication

Education

University degree

Job description

For one of our clients, a global investment firm operating across private equity, real assets, and infrastructure we are looking for a person for the position of Associate Tax Compliance.

The position is based in Warsaw.

About the Client

Our client is a purpose-driven global investment organization focused on active ownership strategies. With Nordic roots and a global mindset, they have nearly three decades of experience developing companies across multiple geographies, sectors, and stages of growth. Guided by strong values and a long-term ownership philosophy, they manage and advise funds that invest worldwide with the mission to future-proof companies, generate attractive returns, and make a positive impact. Their teams operate across more than 25 countries.

Key Responsibilities

• Supporting global fund tax reporting processes from data collection through to final reporting.


• Reviewing direct and indirect tax deliverables prepared by external service providers.


• Supporting the calculation and distribution of investor tax reporting.


• Assisting with the preparation and filing of tax documentation across multiple jurisdictions.


• Participating in regular coordination meetings with external service providers.


• Supporting local and cross border tax projects and initiatives.


• Contributing to improvements of data intensive tax processes through systems, automation and analytics.

Required Qualifications

• Relevant university degree or equivalent professional experience.


• Initial experience in tax compliance or tax advisory, for example within a professional services firm or a comparable in-house role.


• Good understanding of international tax principles.


• Ability to work with external advisors and internal stakeholders.


• Strong communication skills in English, written and spoken.

What They Offer

• Opportunity to work on a high-profile global investment operations project.


• Exposure to international stakeholders and complex investment products.


• Collaborative and supportive team environment.


• Professional development and learning opportunities within financial services and investment operations.


• Hybrid and flexible working environment.