About the role
AI summarisedThis role is a tax advisory position within the securities finance division of a financial institution. The advisor will provide tax guidance on securities lending, repo, and other financing transactions, ensuring compliance with global tax regulations.
BusinessFull-timeGeneral
Key Responsibilities
- Provide tax advisory support for securities finance transactions including securities lending, repo, and collateral management.
- Analyze tax implications of new products and transactions across multiple jurisdictions.
- Advise on withholding tax, stamp duty, and other transaction taxes.
- Collaborate with trading desks, legal, and operations to structure transactions tax-efficiently.
- Monitor and interpret changes in tax legislation affecting securities finance.
- Assist in tax audits and inquiries from tax authorities.
- Prepare tax documentation and support tax reporting requirements.
- Develop and maintain tax policies and procedures for securities finance activities.
Requirements
- Bachelor's degree in Finance, Accounting, Law, or Taxation.
- Minimum 5 years of experience in tax advisory, preferably in securities finance or financial services.
- Strong knowledge of international tax principles and cross-border transaction taxation.
- Experience with withholding tax, FATCA, CRS, and tax treaties.
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced, team-oriented environment.
- Professional certification such as CPA, CFA, or tax qualification preferred.
- Experience with tax technology and automation tools is a plus.