At a Glance
- Tasks: Lead a dynamic tax operations team and drive process improvements.
- Company: Join a globally recognised financial institution at the forefront of financial services.
- Benefits: Competitive salary, career development, and a focus on technology and automation.
- Other info: Hybrid work model with excellent long-term career growth opportunities.
- Why this job: Make a real impact in a high-profile operational function with transformation initiatives.
- Qualifications: Experience in financial services operations and tax operations expertise required.
The predicted salary is between 60000 - 75000 £ per year.
We are partnering with a leading global financial services institution to hire an experienced Vice President – Tax Operations professional to join a high-impact operations function within a global custody and wealth services environment. This is an excellent opportunity to lead a critical tax operations team, drive operational excellence, strengthen controls, and contribute to large-scale transformation initiatives within a globally recognised organisation.
Key Responsibilities
- Lead Tax Operations across global withholding tax, tax treaties, Relief at Source, Tax Reclaims, FATCA/CRS (AEOI), 1446f, and tax form validation
- Provide hands-on oversight of day-to-day operational processing, reconciliations, controls, and client service delivery
- Drive process improvement, automation, and operational efficiency initiatives
- Partner with clients and internal stakeholders to resolve complex issues and enhance service delivery
- Lead, coach, and develop operational teams while fostering a culture of accountability and continuous improvement
- Collaborate across Operations, Technology, Risk, and Client Service functions to strengthen controls and support strategic objectives
Key Requirements
- Strong Financial Services Operations experience
- Tax Operations expertise covering withholding tax, tax reclaims, FATCA/CRS, 1446f, and tax form validation
- Good understanding of Dividends and Corporate Actions
- Strong reconciliation and Excel skills
- Proven people leadership and stakeholder management experience
- Experience driving process improvements, automation, and operational transformation
- Ability to operate effectively within fast-paced, high-volume operational environments
About the Organisation
Our client is a globally recognised financial institution operating at the centre of the financial services ecosystem, delivering world-class custody, asset servicing, settlement, and investment operations solutions across international markets.
Why Join?
- Lead a high-profile operational function
- Drive transformation and continuous improvement initiatives
- Work within a globally recognised organisation
- Strong focus on technology, automation, and AI-enabled operations
- Excellent long-term career development opportunities
Eligibility
- Applicants must have full, unrestricted right to work in the UK.
- Sponsorship is not available for this role, now or in the future.
- We are particularly interested in candidates who can demonstrate long-term eligibility to work in the UK without requiring future sponsorship.
Vice President Tax Operation in Bolton employer: BNY Pershing
Join a globally recognised financial institution in Manchester, where you will lead a high-impact tax operations team within a dynamic and innovative environment. With a strong focus on technology and automation, the company offers excellent career development opportunities and fosters a culture of continuous improvement and accountability. This role not only allows you to drive transformation initiatives but also positions you at the forefront of the financial services ecosystem, making it an exceptional place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President Tax Operation in Bolton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BNY Pershing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Vice President Tax Operation in Bolton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BNY Pershing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BNY Pershing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BNY Pershing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BNY Pershing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BNY Pershing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BNY Pershing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
