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Tax Operations Specialist

Date:  06-Aug-2022
Location: 

Brussels, BE, 1040

With 150 years of history, Degroof Petercam is a leading financial institution owned by family shareholders with a long-term commitment since 1871.

Whether they are private or institutional investors, its clients benefit from a unique combination of services combining wealth management, administration and management of collective investment schemes, financial market operations and financial engineering.

Present in Luxembourg since 1987, Degroof Petercam Luxembourg employs more than 370 staff spread over three entities located in the area of La Cloche d'or: Banque Degroof Petercam Luxembourg S.A., Degroof Petercam Asset Services S.A. and Degroof Petercam Insurance Broker S.A..

Context

 

Tax Matters! It’s not just the name of our department in the business unit Operations at Degroof Petercam, it’s a team that plays a key role in our organization. The reason is simple because we aim to offer our clients a qualitative service whilst respecting the legal requirements in a constantly changing fiscal environment. To coordinate and face future challenges & opportunities we are looking to strengthen the operational tax team with a Tax Operations Specialist.

Your Position

In an ever-changing tax environment, by actively and efficiently managing the tax aspects related to its clients' investments, our bank aims to offer its clients a quality service in tax matters while complying with its legal obligations.

The operational Tax department plays a key role in the organisation by managing all operational aspects related to tax and by participating in the analysis of the tax aspects of various files and projects. 

The function aims to :

  • ensuring compliance with the bank's obligations in tax matters related to clients' investments;
  • to provide a quality service to clients in terms of reporting and tax recovery;
  • to take charge of projects with a tax impact;

Tasks and responsibilities

  • You will ensure a perfect application of the tax regulations in force relating to securities, in a local (withholding tax, tax on stock exchange transactions, tax on securities accounts, Reynders Tax) and international context (FATCA and CRS information exchanges, American QI regime, French, Italian and Spanish financial transaction tax) ;
  • You will provide clients with the required services in the area of taxation of securities, including the application of double taxation agreements and the preparation of income statements for tax purposes;
  • You will participate in the tax analysis of specific files;
  • You participate in the follow-up of legislative changes and are involved in their implementation;
  • You will participate in the implementation of procedures and identify opportunities to improve processes and services to clients;
  • You participate in working groups within the bank to analyse the tax aspects of operational projects;

Your Profile

  • Excellent analytical skills;
  • Knowledge of the activities of the different operational departments related to investments is a plus (Corporate actions, Income, Client data management, ...) ;
  • Excellent command of French, very good knowledge of English;
  • Good knowledge of Excel and Word. 

The candidate must have a good knowledge of :

  • Belgian and international taxation of income from movable property
  • Application of double taxation agreements
  • Banking and regulatory environment;

Behavioural skills

  • You are client oriented and provide an optimal service that meets the needs and contributes to the satisfaction of our clients ;
  • You are able to work with strict deadlines, plan and organise your own work and that of other team members to meet these deadlines;
  • You have good stress management skills;
  • You are able to manage problems effectively and find pragmatic solutions; 
  • You enjoy sharing your knowledge and developing your colleagues;
  • You are a change agent and are able to help your colleagues in this process;
  • You are a true Team Player and actively collaborate with other teams;
  • You show a special interest in a good mutual understanding of all actors involved in the processes you are in charge of.

Education and experience

  • Master or Bachelor degree.
  • It would be an asset to have experience in operational taxation in the financial sector.

Our offer

 

Degroof Petercam is big enough and small enough to matter since we are independent, operate internationally and have different métiers under one roof. 
Entrepreneurship is in our DNA, expertise is our fuel. You will become part of a company with highly skilled, talented and passionate experts that aim for nothing less than excellence. 
The impact of our work goes beyond profit by looking at business from a broader perspective, intellectually challenging those who want to. In addition to our fascinating work environment, we also offer: 


•    Green mobility plan with a focus on flexibility and sustainability
•    A broad offer of learning & development programs including a Degroof Petercam Summer Academy for both professional and personal goals. 
•    An attractive compensation package 
•    Flexible working hours & teleworking 
•    An Employee Social Engagement Program 
•    Access to the same Private Banking Expertise as our clients 
 

In order to ensure his/her good integrity, the candidate must provide a criminal record before hiring.
The regulations on the protection of personal data concerning the processing and preservation of personal data of employees, is enforced by the "Data Privacy Policy" and the "Employee Privacy Charter", available on the company's website: https://www.degroofpetercam.lu/en/privacy

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