Job Summary:
As a Client Tax Associate II in the Indirect Tax Operations team, you will play a key role in gathering tax requirements, assessing potential business impacts, and offering guidance and support to business areas affected by regulatory change. You should be a motivated, fast learner with strong business analytical background, ready to work independently and grow your expertise in a dynamic environment.
Job Responsibilities
- Work closely with Corporate Tax SMEs and external tax consultants to gather requirements, identify impacted business scope and transactions as part of a global E-Invoicing programme.
- Identify in-scope billing systems, capture key business metrics and document billing system functionality
- Develop and maintain up-to-date documentation related to tax requirements, billing systems, processes, and procedures, ensuring accessibility for all stakeholders.
- Conduct due diligence to evaluate billing system and invoice compatibility with tax requirements, identifying potential risks and compliance issues.
- Conduct training sessions and provide ongoing guidance to business lines on new e-invoicing tax requirements, compliance processes, and any changes to e-invoicing tax regulations.
- Support the communication of tax and functional guidance to business lines in partnership with Corporate Tax SMEs.
- Provide support and training to the PMO team, assisting development of technical knowledge, project planning and preparation of project working group materials.
- Maintain project documentation and prepare updates and reports for senior management and stakeholders, as required.
- Identify and mitigate potential risks, monitor risks, and escalate issues as needed.
- Monitor e-invoicing regulatory changes and share insightful reports and analyses with the project team.
- Partner with tax technology teams to ensure system builds are compliant with tax requirements.
Required Qualifications, Skills and Capabilities
- Project Management : Demonstrated ability to plan, execute, and oversee projects, ensuring they are completed on time and within scope.
- Communication: Excellent verbal and written communication skills, capable of conveying complex information clearly to various stakeholders.
- Collaboration : Proven ability to work effectively with cross-functional teams, including line of business product, operations and technology.
- Analytical Skills: Strong ability to assess and document business requirements, evaluate systems, and identify compliance risks.
- Attention to Detail: High level of accuracy in documentation, risk identification, and regulatory adherence.
- Controls Mindset: A focus on identifying risks, implementing preventative measures, and ensuring adherence to compliance standards.
- Problem-Solving: Ability to analyse complex regulatory requirements and provide practical, business-aligned recommendations.
- Adaptability: Ability to stay updated on regulatory changes and apply them to ongoing and future projects.
- Technical Proficiency: Proficiency in Microsoft Excel and PowerPoint, with experience in using business intelligence tools for data analysis and reporting.
Preferred Qualifications, Skills, and Capabilities
- At least 5 years indirect tax project management experience within either a ”Big 4” or in-house tax function of a financial institution possessing a professional qualification or CA/CPA background.
- Understanding of UK and/or EU VAT/APAC indirect tax principles in line with e-invoicing requirements.
- Familiarity with billing system architecture and their functionality in relation to tax compliance
- Experience working with indirect taxes, such as VAT, and familiarity with international e-invoicing regulations and compliance requirements.
- Ability to understand and hands-on design processes and controls to manage compliance obligations and risks associated with large volumes of complex data.