Tax & Income Operations Officer
Lisbon, PT
há 5 dias

About the job

The Tax & Income Operations Officer is accountable for the acknowledgement and follow-up of all requests from clients, either for relief at source or reclaim purpose, performing the necessary validations on the system, and communicating it to our custodian network.

The main responsibility is to assure that clients receive their payments or reclaim refunds according to the eligible market rules and their instructions.

Your Main Activities Are

By joining one of our Tax Processing teams, your activities can be related to :

  • Perform daily administrative operations, such as controls and analysis of requirements
  • Answer to Account Manager queries related to the activity managed
  • Follow-up on clients’ instructions, ensuring that internal and external queries are dealt with in a timely and adequate manner
  • Process fiscal documentation provided by clients and validate according to each market rule
  • Guarantee the correct taxation of income payments on foreign securities for financial intermediaries or international investors
  • Process cash reclaim refunds and assure accurate follow-up and update of accountancy breaks and movements
  • Analyse market updates and take the appropriate actions when needed, reviewing with the management of operational procedures
  • Update the dedicated databases and follow-up files (documentation, accountancy, breakdowns)
  • Gather information from the different operations and procedures, set out statistics from the activity and extract reports to support the decision process
  • Profile and Skills to Success

  • Academic background in Accounting or other relevant fields
  • Experience in backoffice Banking and Financial Operations (preferable)
  • Proficiency with Microsoft Office, particularly Excel
  • Fluency in English
  • Analytical ability and problem solving skills
  • Why joining BNP Paribas?

  • Leading banking institution
  • BNP Paribas is a leader in the Eurozone, and a prominent international banking institution with strong roots in Europe's banking history.

    It has a presence in 68 countries, with around Employees including more than in Europe.

  • Our presence in Portugal
  • Since , BNP Paribas was one of the first foreign banks to operate in the country. Today, the Group has around 6. employees across several entities operating directly in the territory, offering a wide range of integrated financial solutions to support its clients and their businesses.

  • 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 : Domestic Markets and International Financial Services for retail banking and specialised financial services, and Corporate & Institutional Banking for corporate and institutional clients.

    In its Corporate & Institutional Banking and International Financial Services activities, BNP Paribas also enjoys top positions in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific.

  • 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, 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.

    To find out more on why you should join BNP Paribas visit

  • 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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