Responsibilities
:
1. Serve as the primary point of contact for tax inquiries to support clients' tax servicing needs.
2. Take proactive responsibility for resolving client inquiries within established standards.
3. Manage client relationships proactively to ensure satisfaction and service quality.
4. Execute forward-thinking strategies to maintain response quality and prevent case reopening.
5. Contribute to the taxponent of service reviews and client meetings.
6. Analyze root causes of recurring issues and assist in developing service enhancement programs.
7. Provide support and guidance on tax documentation, relief at source, reclaims, and regulatory reporting.
8. Collaborate closely with the Sub Custodian network and the internal Network Management Group.
9. Continually review operational tax processes to identify enhancement areas.
10. Identify and escalate tax risks and participate in resolution.
11. Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.
Required Qualifications, Capabilities, and Skills:
12. In-depth operational tax experience within financial services, specifically in global custody or investment banking.
13. Proven experience in successful internal and externalmunication and problem-solving.
14. Demonstrated risk awareness and operational control experience within financial services.
15. Experience in process improvement, articulating ideas and procedural changes to clients.
16. Strong client focus and ability to manage relationships effectively.
17. Proven experience in environments where accuracy is critical within strict deadlines.
Preferred Qualifications, Capabilities, and Skills:
18. Association of Taxation Technicians qualification.
19. Investment Operations Certificate or other industry-related benchmark qualification.
20. Experience in Collateral products.
About Us
Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations,ernments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at ourpany. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable amodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an amodation.
About the Team
Morgan'smercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations,ernments and institutions throughout the world entrust us with their business in more than 100 countries. Themercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Job ID 300074048732144