We’re seeking a future team member for the role of Vice President, Custody Client Operations - Tax to join our Tax Client Custody Operations team. This role is located in Manchester.
In this role, you’ll make an impact in the following ways:
- Serve as the senior point of contact for client tax inquiries, delivering timely, accurate guidance and setting clear expectations.
- Act as your clients’ custody tax primary liaison on withholding-tax rules and processes across key markets, translating market-specific requirements into practical steps.
- Proactively review portfolios, tax entitlements, and documentation to surface opportunities, flag risks, and provide actionable recommendations.
- Guide clients through completion and submission of tax forms, using digital tools to track progress and streamline follow-ups.
- Analyze reclaim activity, produce concise status and trend reports, and keep clients informed on outstanding items and recovery timelines.
- Lead client calls to align on documentation status, market changes, and bespoke tax matters—ensuring transparency and agreement on next steps.
- Monitor service performance and client feedback; partner with peers and leadership to design targeted improvements and implement measurable enhancements.
- Maintain and enhance playbooks, processes, and training materials—driving standardization, quality, and efficiency across teams and markets.
- Collaborate with internal stakeholders to interpret market developments and tax legislation changes, translating them into updates to internal controls and workflows.
- Champion continuous learning and our “Working Together” culture—sharing expertise, mentoring colleagues, and promoting best practices.
- Leverage emerging digital tools and AI-enabled workflows to improve accuracy, speed, and scalability, staying ahead of fast-paced internal and external technological change.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in Business, Finance, Tax, or related field; equivalent practical experience considered. Professional tax qualifications (e.g., CTA/ATT) are a plus.
- 5–7 years of experience in financial services operations or tax reporting, with direct client interaction preferred (custody, asset servicing, or securities operations experience advantageous).
- Strong knowledge of global withholding‑tax frameworks, the custody chain, and end‑to‑end operational lifecycles, including documentation, relief‑at‑source, and reclaim processes.
- Excellent communicator able to translate technical tax concepts into clear, client‑ready narratives and actionable guidance.
- Highly organized with proven ability to prioritize by urgency, complexity, and risk; comfortable managing multiple portfolios and deadlines.
- Proficient with digital tools and data‑driven workflows (e.g. Excel/analytics, case management platforms); familiarity with AI‑enabled tooling and automation is beneficial.
- Continuous improvement mindset with experience refining processes, controls, and playbooks to enhance quality and efficiency.
- Fluent in English; additional language proficiency (e.g., German, Spanish, Dutch, Italian, French) is advantageous, but not mandatory.
