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Tax Product Manager role within Custody services, responsible for defining and executing product roadmap for tax services delivered to cross border institutional investors. The role involves managing tax reclaim, reduction at source and capital gains tax services, technology strategy, regulatory changes, and risk control framework.
Job Responsibility:
Defining tax servicing and client delivery standards for global and local custody services
Executing on the tax strategy in partnership with Technology and Operations
Following market, industry and client trends to identify and develop solutions
Managing client and competitor market research and developing product innovation roadmap
Providing an enhanced client services function within Tax Product
Monitoring tax changes globally for impact on clients or services
Developing a market advocacy program for tax services
Defining strategies for data governance and data services
Participating in industry initiatives relating to tax services
Representing Citi Securities Services in industry forums and conferences
Developing and executing on a governance framework
Execution of due diligence program across central processing hubs and branch locations
Supervise day-to-day product management for core products
Understanding total cost of production and maintaining an operations and location strategy
Executing on a move-to-common technology strategy
Defining, prioritizing, and managing an annually defined technology book of work
Requirements:
Extensive financial industry experience with an emphasis on tax services and custody
Understanding of global tax regulations
Understanding of tax related operational processes such as reduction at source and tax reclaim processing
Excellent interpersonal and communication skills
Proven success record in financial services, custody services or tax consulting
Track record of project managing a complex product set with a hands-on leadership style
What we offer:
Generous holiday allowance starting at 27 days plus bank holidays
Discretional annual performance related bonus
Private medical insurance packages
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
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