Your new role
As a Tax Services Manager, Officer you will be responsible for running a team of direct reports in a busy and challenging environment. The Tax Manager will gain exposure to many client relationship management aspects with an excellent opportunity to gain experience in a fast moving financial services environment.

Who we are looking for

An individual with previous Tax Services, Fund Administration or Financial Reporting experience who will be capable of managing a team of Tax Operations specialist in financial services environment.

This role can be performed in a hybrid model, where you can balance work from home and Kraków office to match your needs and role requirements.

Your new role

As Tax Services Manager, Officer you will:

• Develop and build up a strong relationship with the client areas in Europe.

• Assume responsibility for all tax operational tasks.

• Maintain managerial oversight of all operations conducted by the Tax Team in Poland.

• Ensure sufficiently trained staff is available to service the clients and deliver high quality service.

• Assume responsibility for the implementation of client specific tax projects (new business development review, planning & roll out).

• Ensure Senior Tax Manager & business partners are adequately updated on a regular basis regarding all aspects of his/her clients' account, highlighting all potential risks with possible solutions in a timely manner.

• Act as an initial point of contact for Tax Team Supervisors (Senior Associates)

• Conduct performance appraisals and objective setting for team members

• Provides weekly reporting on issues and status to management team.

Leadership and Management

• Leading and motivating staff, particularly direct reports.

• Setting and maintaining standards of personal and professional performance/behaviour; ensuring staff accountability and adherence to company policies and procedures.

• Co-ordinating and implementing training and development activities for the Senior Associate(s)

• Providing coaching, guidance and support to Senior Associate(s) on technical, professional and client issues.

• Agreeing goals for Senior Associate(s) & team annually and keeping up to date on the performance planning and review system during the year.

• Monitoring and appraising the performance of Senior Associate(s) - providing regular formal and informal feedback.

• Managing resources & takes responsibility for the recruitment of new Tax Team staff.

• Running monthly meeting with team (regular weekly meetings to be conducted by Senior Associate) which specifically focusing on client initiatives, team training or ensuring any action points are followed up.

Management of Client Delivery

• Attending service calls as required and planning accordingly for confirmed projects. Acting as primary liaison for Tax Team’s activities.

• Continually reviewing the operating environment & implements improvements where necessary - to that end, to be knowledgeable of

  • both standard & client operating procedures;

  • daily processes & controls associated with such;

  • ensures accuracy of procedures and adherence of same within the tax group;

  • evaluates the continuing effectiveness of core and related systems, initiates remedial action as necessary. Ensures documentation exists for any client-specific procedures.

• Monitoring team expertise on all aspects of client operations through the use of a team knowledge matrix.

• Identifying issues and problems with client delivery and carries out necessary corrective action, keeping Senior Tax Manager and Donor Site informed of issue.

Manage Relationships

• Maintaining close contact with the team of Tax Team Supervisors, Senior Tax Managers and Business Partners, briefing on all issues and problems both actual and potential.

• Liaising with counterparts in Europe to implement best practice approach and to ensure that service objectives are met.

• Establishing and maintaining good working relationships with client third parties and colleagues, communicating effectively through formalized reporting (Management Information System, Service Review Packs) and ad hoc liaison.

What we value

Previous Level Of Experience and Education

• 4+ years working in the provision of fund administration, tax services or have worked in another aspect of the Financial Services Industry for a number of years.

• Proven supervisory, team leadership or workload management experience

• Primary Degree or a Professional or Accounting/Tax qualification or equivalent is preferred

Specific Qualifications / Skills:

• Numeracy / Literacy skills

• Confident in dealing with all situations;

• Excellent Communication and organisational skills

• Report Writing skills;

• Proficient in the use of MS Office tools including Word and Excel;

• Proven experience of team management in a financial services environment.​

Critical Behaviors for Success at Core level

• Exercise sound judgment in all matters

• Leverage knowledge and technology to ensure optimal results

• Drive execution of all client and business related tasks

• Provide outstanding service to all client/s - internally & externally

• Communicate effectively at all levels within the organization

• Display organizational insight & influence

• Foster collaboration & team work

• Develop talent

What we offer

• Permanent contract of employment from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold medical package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Employee savings plan
• Multisport Card
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs
• Technical or leadership career pathway