Tax Delivery Implementation Specialist

of the Department:
The Tax Services team is a customer focused team; they support the business and client activities of the operations division of BNP Paribas Securities Services. The team works in partnership with our clients to ensure all client deliverables are met accurately and on time. The team also has extensive interaction and dealings with all teams within the operations division as well as other internal BNP Paribas Securities Services teams such as the Risk Function and Relationship Management teams.

The team is responsible for managing the successful delivery of tax operations services to all our clients.

This includes the following
- Managing the client relationship from a tax reporting perspective.
- Ownership of monthly, quarterly, annual and ad hoc client tax deliverables.
- Maintenance of tax reporting infrastructure and templates.
- Tax process control and risk management.
- Working with other departments to resolve internal and external queries.
- SME involvement in transitions and projects.

All services delivered by this team are required to consider current legislative and regulatory requirements and they must comply with operational risk guidelines. The team is involved in all major projects and transitions, as well as the investigation, management and resolution of any client and internal queries which are directed to the team.

Summary of the Role:
The Tax Delivery Solutions and Implementation role is responsible for supporting the Tax Services team specifically, but also the broader Fund Services teams, to deliver the desired level of service to our clients, from both an operational perspective and a change perspective. The role will manage, facilitate, support and execute legislation changes and non-BAU initiatives. This role is the business and technical expert who will work with our Product and Client Line to manage any related change via process improvements or systems upgrades as required. As a result, this role requires strong interpersonal skills to liaise effectively with all internal and external stakeholders.

The role is also responsible for ensuring all client year end and half-yearly client deliverables have been met. This includes but is not limited to coordinating the planning and delivery across internal and external stakeholders, issue log management, reporting to senior management, and logistics), assessing project impacts to the yearend, post implementation reviews and managing Year End Program Steer Cos.

The role contributes to building and sustaining client relationships by supporting the efforts of Account Managers, Operations Managers and Client Service Managers as well as the broader Client Delivery team.

**PRIMARY ROLE RESPONSIBILITIES**:

- Ensure the tax systems and procedures meet industry best practice and adhere to legislative and client requirements
- Proactive involvement in delivering a successful year end for our clients
- Liaise with product, technical and other operational teams to ensure new product offerings, services or legislation changes are deployed successfully to production
- Manage clients and auditor queries through any tax change process
- Actively drive initiatives aimed at improving efficiency and reducing operational risk within the business.
- Engages externally with clients, consultants, partners and auditors in a way that conveys the strength and values of BNP Paribas
- Central coordinator for Year End deliverables
- Manage timetable tracking & reporting progress
- Gathering Year End requirements from all stakeholders
- Manage logs of outstanding issues/actions for Fund Services
- Facilitate regular meetings with all business coordinators
- Conduct post year-end review (PIR)

**OTHER CONTRIBUTIONS**:
The role requires excellent interpersonal abilities and an understanding of investment operations. It requires a strong service ethic and quality focus applied through behaviours and work produced. The role must consider and meet operational risk and compliance requirements throughout the preparation and delivery of work.

**What is required for you to succeed**?
- Experience in a similar role and/or at least 8 years' experience, at a senior level, in fund administration, custody or investment operations environment with unit trusts and/or superannuation funds.
- Awareness of all aspects of a complex master custody environment. The role does not require formal project management training but will need a similar mindset in solving logístical timetable problems through delivery of low risk and practical solutions. The role will be required to quickly develop an understanding of the BNP Paribas business network.
- Detailed knowledge of tax accounting principles for financial instruments, trusts, Superannuation funds, Life and Insurance companies.
- Knowledge of fund accounting, reporting and related operational risk and compliance requirements of the client service function
- Excellent communication skills, both verbal a

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