Global Custody Senior Tax Strategist

Responsibilities: Own and roadmap global custody tax services strategy including withholding tax, relief at source, reclaims and investor documentation Maintain market-specific tax knowledge and regulatory requirements across regions Assess tax treatment for diverse investment vehicles and structures Monitor tax developments and translate into implications for clients, products and operations Define market expansion and automation priorities based on client needs and value Lead senior client discussions on eligibility, reclaim strategies, and service gaps Develop executive materials, thought leadership and represent the firm at industry events Build relationships with industry bodies, authorities, sub-custodians, tax firms and technology providers Collaborate with Sales/Relationship Management to incorporate tax solutions into proposals Design and improve end-to-end operating model for tax documentation, withholding, refunds and reporting Establish governance, accountabilities and KPIs for custody tax services Lead root-cause analyses and remediation for material client issues and control gaps Provide senior technical guidance on complex client requests with risk and feasibility assessment Define target-state technology and data strategy to support scalable tax servicing Prioritize enhancements to tax workflow, documentation, rules engines, reporting and client portals Evaluate relationships with tax tech providers and manage implementation and performance Incorporate tax capabilities into broader custody roadmap and client experience strategy Partner with Legal, Compliance, Risk to align service design with policies and controls Assess risks related to tax service models and market changes Support risk reviews, audits and remediation plans related to global custody tax Mentor colleagues and build a community of practice across regions Recommend specialist team structure and lead assigned employees or cross-functional workstreams

Key requirements: Bachelor’s degree in Accounting, Tax, Finance, Business, Economics, Law or related field, or equivalent practical experience Typically 12+ years of global custody tax and related experience Expertise in relief at source, quick refund, tax reclaims and withholding tax across multiple regions Deep knowledge of fund complexes, ETFs, UCITS, offshore structures including Cayman Experience designing or improving custody tax products, operating models, and technology workflows Experience communicating complex tax topics to senior non-tax audiences and managing institutional client relationships Experience working with third-party tax firms, sub-custodians, withholding agents and tax technology providers Proven track record leading cross-functional initiatives across Product, Operations, Technology, Risk, Legal, Compliance, Sales and Client Service Exceptional executive-level communication, negotiation, public speaking and client presentation skills Executive communication relationship building influencing without authority Global custody tax withholding tax regimes tax documentation and reclaim processes