Global Tax Operations is responsible for ensuring regulatory compliance with tax requirements across all jurisdictions in which our client has an active customer base. Given the recent spate of regulations, there are a number of initiatives within Global Tax to address them. The projects around tax touch many other parts of the firm as the team is reliant on both reference/static data and transactional data to properly comply with the tax rules.
The Withholding & Reporting Workstream Project Manager is a seasoned professional who will manage components of the development and implementation of a US Withholding & Reporting solution including short-term tactical initiatives and BAU (Business As Usual).
This Workstream delivers a critical component of the centralised Tax Utility Programme and requires integration with existing front-2-back processing applications, development of standardised interfaces, development of high volume, high throughput processing engine and reporting database build, plus data migration to the strategic architecture for emerging and future tax legislation.
Work with key stakeholders to understand and document business operating models, along with future state and tactical views, write business requirements and provide organizational design solutions.
Develop and maintain detailed project plans in Excel and MS Project
Manage key project risks and issues, aligning with an overall program RAID log and escalating as required to close out issues.
Produce management reporting, status updates and working group dashboards via PowerPoint
Lead working group/management update briefings
Bachelors Degree or equivalent work experience
5+ years of financial industry experience
7+ years of experience in change management
Experienced in MS Project, Excel, Visio, Word, PowerPoint, and SharePoint
The ability to pass the Series 99 Registration exam within 120 days of start date to retain position, if applicable to the function of this role
US IRS Tax Regulations knowledge
Formal Project management Qualifications (such as PRINCE2, MSP, PMP, PgMP or Six Sigma)
Makosi has been providing specialist consulting services to top tier clients since 2001. Originating in South Africa and supporting some of...