Project Manager – Tax Operations Transformation

Margo Group; Warszawa; Remote; PLN 180,000 - 240,000; Full time

Job summary

Margo Group in Poland is seeking experienced Project Managers to lead streams within a global Tax Operations Transformation program. The role is remote with occasional office visits and starts in Q1 2027, for a 12-month duration, with a possibility to extend.

Two profiles: Profile 1 focuses on Tax Data & Master Data Management to create a single source of truth; Profile 2 covers Target Operating Model design, procedures, KPIs, and client-facing delivery frameworks.

Qualifications

• Experience leading large transformation programs in financial services.
• Fluent English, with strong communication to senior management.
• Knowledge of Tax/Regulatory operations is a plus.
• PM certification (PMI/PRINCE2/Agile) is desirable.

Responsibilities

• Lead assigned program streams to meet milestones and regulatory readiness.
• Drive cross-business alignment among stakeholders.
• Apply Agile practices to ensure value delivery.
• Establish and report on KPIs and governance for the program.
• Embed data governance and standardized controls into daily operations.

Skills

Project management

Agile methodologies

Stakeholder management

Communication skills

Organizational skills

Tools

Excel

PowerPoint

Visio

Word

Job description

Job Description: Project Manager – Tax Operations Transformation

Location:Remote (Poland) / Occasional office visits

Duration:12 months (with option to extend)

Start Date:Q1 2027 (January / March)

About the Role

We are seeking experiencedProject Managersto lead key streams within a multi-year, global transformation initiative. The program aims to industrialize and centralize tax operations across Custody, Fund Accounting, and Transfer Agency—replacing manual, fragmented processes with a standardized, automated, and scalable operational model.

We are recruiting fortwo distinct profiles:

• Profile 1 (Tax Data & Master Data Management Focus):Owns the creation of the Single Source of Truth for all tax references across lines of business. Industrializes tax data via a Gold Source Model to eliminate bespoke exceptions and enable automated workflows and self-service reporting.




• Profile 2 (Target Operating Model & Consulting Focus):Designs and rolls out the Tax Operating Model Blueprint. Transitions operational teams to industrialized standards by defining daily procedures, controls, KPIs, SLAs, and client-facing delivery frameworks.

Key Responsibilities

• Lead assigned program streams to meet target milestones, including vendor RFIs, platform rollouts, and regulatory readiness initiatives (e.g., US QI declarations and reclaims).




• Drive cross-business alignment across Custody, Fund Accounting, and Transfer Agency stakeholders.




• Apply Agile methodologies to ensure continuous value delivery throughout the project lifecycle.




• Establish, monitor, and report on key program metrics and KPIs to senior management.




• Embed subject-matter governance, standardized controls, and data management into daily operations.

Experience & Background

• Total Experience:8+ years of professional experience in project management.




• Financial Services:3+ years in Banking or Financial Services (Securities Services / Asset Servicing experience is a strong plus).




• Consulting Experience:Background in advisory/consulting isrequired for Profile 2 (TOM focus).

Domain & Technical Knowledge

• Profile 1:Expertise in Tax/Regulatory operational requirements and Master Data Management (MDM).




• Profile 2:Strong background in Target Operating Model (TOM) design, process mapping, SLA definition, and operational change.




• Certifications:PMI, PRINCE2, or Agile certifications are a plus.




• Tools:Advanced proficiency in Microsoft Office (Excel, PowerPoint, Visio, Word).

Soft Skills & Languages

• Languages:Fluent English (C1+ required, written and spoken). French is a strong plus.




• Exceptional stakeholder management and communication skills with senior management.




• Strong ability to turn complex operational topics into clear, actionable plans.




• Autonomous, highly organized, and comfortable working in dynamic, multi-disciplinary teams.