Mid - Level Tax Associate at Goodspeed Merrill supporting sophisticated wealth transfer and estate planning for ultra - high - net - worth individuals. Involves collaboration and technical execution in complex planning matters.
About the role
- Team Leader managing Corporate Actions and Income Taxes operations at Azqore in Lisbon. Ensuring efficiency and risk management while collaborating with European stakeholders.
Responsibilities
- The successful applicant will be responsible for managing Corporate Actions, Income and Taxes processing within the Portugal Securities Operations team.
- A solid understanding of the core system and process workflows is essential.
- Ensure operational efficiency and excellence while maintaining low levels of operational risk.
- Serve as the primary point of contact for European clients regarding Corporate Actions queries, concerns and issues.
- Expected to understand the relevant markets and demonstrate front-to-back knowledge of the processes they manage.
- Proactively manage and resolve discrepancies related to the functions for which they are responsible, coordinating with internal and external stakeholders locally and internationally.
- Drive cross-border collaboration and strengthen communication channels between the Portuguese and Swiss teams.
Requirements
- 3–5 years of experience in a similar role.
- Demonstrated knowledge of the key risk areas in Corporate Actions and Income/Taxes functions and the relevant controls.
- Ensure controls are performed in accordance with procedures.
- Strong escalation skills and the ability to participate in diagnostic processes and implement solutions.
- Prior experience in securities or financial operations preferred.
- Build and maintain strong communication channels with clients and stakeholders.
- Client-service oriented.
- Knowledge of banking and financial services processes.
- Strong attention to detail and the ability to work with complex data.
- Proficiency in relevant tools and software for securities processing.
- Rigorous and results-oriented.
- Adaptable and resilient.
- Excellent communication skills for cross-team collaboration.
- Fluency in English; additional languages are a plus.
Benefits
- 25 days of annual leave to support a healthy work–life balance.
- Generous healthcare contribution and an attractive pension plan.
- 14-month salary structure (12 months + vacation allowance + Christmas allowance).
- Meal card (Pluxee – €11.60/day).
- Annual performance bonus.
- Hybrid work model – up to 2 days per week remote.
- Permanent contract in a stable, professional environment.
- Ongoing training and career development opportunities within Azqore and the Crédit Agricole Group.
Job title
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