At a Glance
- Tasks: Lead tax operations and drive transformation initiatives in a global financial services environment.
- Company: Join a globally recognised financial institution at the forefront of the industry.
- Benefits: Competitive salary, high visibility role, and strong career progression opportunities.
- Other info: Hybrid work model with a focus on innovation and automation.
- Why this job: Make a real impact by leading critical operations and enhancing service delivery.
- Qualifications: Experience in financial services operations and proven leadership skills required.
The predicted salary is between 70000 - 90000 £ per year.
We are partnering with a leading global financial services institution to hire an experienced Vice President – Tax Operations to join a high-impact function within a global custody and wealth services environment. This is a key leadership role offering the opportunity to lead a critical tax operations team, drive operational excellence, strengthen controls, and deliver 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 leadership and oversight of day-to-day operational processing, reconciliations, controls, and client service delivery.
- Act as a senior escalation point for complex operational, client, and risk-related issues.
- Drive process improvement, automation, and operational efficiency initiatives.
- Partner with clients and senior internal stakeholders to resolve issues and enhance service delivery.
- Lead, coach, and develop teams, fostering a culture of accountability, performance, and continuous improvement.
- Collaborate across Operations, Technology, Risk, Compliance, and Client Service functions to strengthen controls and support strategic initiatives.
- Maintain oversight of KPIs, KRIs, and operational metrics, driving data-led decision-making.
Key Requirements
- Strong experience within Financial Services Operations, ideally within custody, asset servicing, or investment operations.
- Proven expertise in Tax Operations, including withholding tax, tax reclaims, FATCA/CRS, 1446f, and tax form validation.
- Good understanding of Dividends and Corporate Actions.
- Strong experience in reconciliations, controls, and operational risk management.
- Proven people leadership experience, including managing and developing teams.
- Demonstrated ability to manage stakeholders and operate at pace in high-volume environments.
- Experience driving process improvement, automation, or transformation initiatives.
- Advanced Excel and analytical skills, including MI reporting.
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 global markets.
Why Join?
- Lead a high-profile, business-critical operational function.
- Drive transformation and automation initiatives, including AI-enabled operations.
- Work within a globally recognised, market-leading organisation.
- High visibility role with senior stakeholder exposure.
- Strong long-term career progression opportunities.
Eligibility
Must have full, unrestricted right to work in the UK. Sponsorship is not available now or in the future. Preference for candidates with long-term UK work eligibility.
How to Apply
Email: mdhas@atriumglobal.com
Open to a confidential discussion – feel free to reach out.
Vice President Tax Operation 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 supportive work culture. With a focus on operational excellence and continuous improvement, this role offers exceptional career growth opportunities and the chance to drive transformative initiatives in a collaborative environment. Enjoy the benefits of a competitive salary, hybrid working model, and the prestige of being part of a market-leading organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President Tax Operation
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in tax operations. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of tax operations and current trends in the industry. We recommend practising common interview questions and having examples ready that showcase your leadership and process improvement skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Vice President role! We’re always looking for talented individuals, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Vice President Tax Operation
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Vice President – Tax Operations role. Highlight your experience in tax operations, financial services, and any leadership roles you've held. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your achievements in tax operations and how you’ve driven process improvements in the past. We love a good story!
Showcase Your Leadership Skills:Since this is a leadership position, make sure to highlight your people management experience. Talk about how you've developed teams and fostered a culture of accountability and performance. We’re keen to see how you can lead our tax operations team!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get your application rolling!
How to prepare for a job interview at BNY Pershing
✨Know Your Tax Operations Inside Out
Make sure you brush up on your knowledge of tax operations, especially areas like withholding tax, FATCA/CRS, and tax reclaims. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also lead a team effectively.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you drove process improvements or managed complex operational issues. This will help demonstrate your capability to lead a high-impact function.
✨Be Ready for Scenario-Based Questions
Expect questions that put you in hypothetical situations related to client service delivery or operational risk management. Practise articulating your thought process and decision-making strategies, as this will highlight your analytical skills and ability to operate at pace.
✨Engage with Stakeholders
Prepare to discuss how you've partnered with clients and internal stakeholders in previous roles. Highlight your communication skills and how you’ve resolved issues collaboratively. This will show that you understand the importance of stakeholder management in a leadership role.
