Project Manager – Tax Operations Transformation

Lever, Inc.; Warszawa; Hybrid; PLN 180,000 - 240,000; Full time

Job summary

Lever, Inc. is seeking an experienced Project Manager to lead streams within a multi-year global transformation, industrializing tax operations across custody, fund accounting, and transfer agency. The role emphasizes data governance, TOM design, and KPI-based delivery, with English fluency and optional French.

Remote Poland with occasional office visits, 12-month duration starting Q1 2027. The position requires 8+ years in PM, 3+ years in financial services, and consulting exposure for

Qualifications

• 8+ years of experience in project management.
• 3+ years in Banking or Financial Services (Securities Services / Asset Servicing a strong plus).
• Consulting experience required for Profile 2 (TOM focus).

Responsibilities

• Lead assigned program streams to meet milestones and regulatory readiness.
• Drive cross-business alignment across Custody, Fund Accounting, and Transfer Agency.
• Apply Agile methodologies to ensure continuous value delivery.
• Establish, monitor, and report on KPIs to senior management.
• Embed governance, standardized controls, and data management into daily operations.

Skills

Project management

Agile methodologies

Stakeholder management

Communication

Strategic thinking

Education

PMI/PRINCE2/Agile certifications

Tools

Microsoft Office

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 Managers to 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.