- Warsaw, Mazowieckie, Poland
- On-site
- Associate
Associate in Warsaw to help establish a newly created capability within International Tax Operations, supporting Italian Private Wealth Management tax reporting, payments and client certifications.
Responsibilities
- Coordinate and execute recurring Italian PWM tax reporting, payment preparation and client certification processes
- Maintain reporting calendars, track data and review dependencies, and coordinate timely completion against statutory deadlines
- Prepare calculations, reporting files and payment instructions using documented methodologies and agreed tax treatments
- Perform independent operational checks on work prepared by others
- Perform tax-specific reconciliations across internal records, third-party outputs, calculations, payments and filings
Requirements
- Bachelor’s degree in tax, accounting, finance, law or a related discipline
- Nice to have: experience with withholding or investment-related tax processes
- Nice to have: experience in private banking or wealth management operations
- Nice to have: experience supporting process transitions
- Nice to have: experience coordinating third-party operational dependencies