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▪ Facilitates and drives the Engagement Transaction Support (ETS) processes to completion.
▪ Understands essential of firm rules and policies.
▪ Performs initial review of tax and immigration compliance for business travelers and evaluates completeness, accuracy and appropriateness of proposed transaction/requests.
▪ Formulates answers to various questions, in a timely manner.
▪ Apply analytical and project management methodology and tools.
▪ Learns the firm structure, business strategies, service lines, and people of the firm.
▪ Builds a network of people within CBTS, Global PAS network, Risk Management and across the firm.
▪ Plans and organizes own work and keeps others informed of status and activities.
▪ Individual is expected to apply judgment to initial consultations and/or submission review and rapidly develop understanding of essential requirements of firm rules and policies.
▪ Reconciles and analyzes cost projection spreadsheets.
▪ Provide feedback required to continuously improve processes.
▪ Work independently to meet the CBTS ETS/Case Managers requirements to ensure a successful business travel experience.
▪ Participate in regular and ad-hoc meetings with onshore team.
▪ Communicate effectively with CBTS ETS/Case Mangers and team regarding expectation management, capacity, training needs.
▪ Develop and maintain strong relationships with CBTS ETS/Case Managers as well as operational stakeholders from the respective region e.g., Internal Tax & Immigration Experts, Talent, Procurement etc.
▪ Good written and oral communication skill
▪ Good negotiation skills and decision-making capabilities
▪ Experienced in prioritizing tasks.
▪ Expertise in MS office tools – Excel, Power point, Word
▪ Knowledge of visualization tools like Power BI etc. is an added advantage
Job Requirements:
▪ Due to global nature of the role, willingness to work in shifts including night shifts is required Education:
▪ At least a bachelor’s degree in business management, business administration, commerce, or similar courses Experience:
▪ 1 – 2 years of work experience. Certification Requirements:
▪ Any relevant certifications will be an added advantage.
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