Job Purpose:
The Tax Delivery Implementation Specialist 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.
Principal Role Accountabilities
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 logistical 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 and written
Demonstrated history of successful internal and external stakeholder management
Candidates with workflow or business intelligence skills together with an understanding of how to collate and present data/metrics will have an advantage.
The role requires the ability to escalate issues for resolution and ensure all work completed meets compliance standards in terms of signoff.
Degree or Diploma qualified in Business or Accounting
