Tax and Income Account Manager

September 9, 2024

Tax and Income Account Manager

Reference12351038

  • Permanent
  • PT-Lisbon
  • OPERATION PROCESSING
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About the job

  • Ensure the timely and accurate treatment of client’s tax documentation and queries related to the tax and income activity. Participate in activities or projects relating to business development
     

Your Main Activities Are

  • Manage email inboxes, phone calls and follow-up of tax and income requests within the global and local custody activity
  • Ensure that queries related to tax and income events are dealt with in a timely and adequate manner
  • Extract the relevant information from the systems and perform the reconciliation
  • Prepare and update procedures related to tax and income activity in line with management validation
  • Process the first level control of documentation
  • Draw up and deliver client presentations (when applicable)
  • Provide information about investment markets and their procedures in relation to the services offered, and provide regular information to the client
  • Prepare and send reports to clients
  • Perform the necessary controls and reconciliations
  • Ensure an uplifting service to clients at a desired level
     
     

Profile and Skills to Success

  • Bachelor’s degree in Law or Economics
  • Up to 2 years of relevant experience in Banking and Financial Operations, Client Management or other client facing positions
  • Fluent (C1-C2) level of English
  • Attention to detail / rigor
  • Ability to collaborate / teamwork
  • Organizational skills
  • Client focused
  • Good communication skills (both oral & written)
  • Adaptability
  • Skills in Office pack (namely Excel)

#LI-Hybrid
 

Why joining BNP Paribas? 

· Leading banking institution

BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.

· Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group’s 10 business entities established in the country. Its presence also extends to 11 excellence centres providing value-added services to various countries where the BNP Paribas Group also operates.

· International reach 

Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions: 

  • Retail Banking, a division that brings together all of the Group’s retail activities and specialised business lines; 
  • Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services; 
  • Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.

· Diversity and Inclusion commitment 

BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.

· Commitment towards work/life balance

At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.

· Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices. 

To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal

* Please note that only applications submitted in English will be considered. 

* In case you are selected for this role, further documentation will be requested to support your hiring process.

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