Tax Form Solicitation Manager

Stanowisko: Tax Form Solicitation Manager

Miejsce pracy: Warszawa

Data dodania: 15.11.2021

DCG is a modern technology company, gathering in its ranks IT related professionals. Due to the continuous development and the large number of recruitment projects that we carry out for our Partners, we are looking for a person for the position:

Tax Form Solicitation Manager


  • Managing a team of Tax Form Solicitation Analysts who will work closely with Assistant Bankers (AB’s) to ensure timely outreach, collection, review of mandatory client tax documentation including forms such as W8/W9 variants
  • Work in partnership with the Private Banker team and Business Change Team along with other teams including Client Account Opening (CAO) and Tax Operations
  • Ensure that current client tax documentation is maintained in systems to ensure the correct taxes are applied to client’s accounts
  • Identify ways to streamline the current internal tax form processes and to make them more efficient
  • Improve client and banker experience via automation, included increased use of Digital Channels
  • Identify any function gaps, highlight associated risks and suggest solutions
  • Centrally capture and maintain the key client information required to support accurate and efficient client outreach
  • Maintain an active interest and understanding of Tax Regulation and its impact to this function
  • Assist with the formation of appropriate SLA’s
  • Ensure all Banker and Client Requests are dealt with in line with agreed SLA’s
  • Produce MI to track client requests and team productivity metrics
  • Monitor and adapt to changes in business and tax processes and policies
  • Maintain learning program through internal courses


  • Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)
  • Proven experience in managing teams
  • Proven experience in a front/middle office environment dealing directly with clients
  • Excellent use of the Microsoft suite of products (Word, Excel, PowerPoint, Visio)
  • Very good command of English (oral and written)
  • Possess strong team working skills, willing to put forward ideas and challenge current practice
  • Excellent relationship building skills (with clients, and across hierarchical levels and other functions)
  • Strong client service mindset and ability to quickly and accurate respond to client’s queries
  • Prior experience working in any Tax Client Services roles is of benefit
  • Prior experience in Client Onboarding/KYC role is of benefit


  • Private medical care
  • Trainings & Learning opportunities
  • Various forms of employment
  • Constant support of dedicated consultant
  • Team-building events organised by DCG
  • Competitive salary adequate to experience and skills

Przed wyslaniem CV/dokumentów aplikacyjnych, uprzejmie prosimy kandydatów o zapoznanie się z klauzulą informacyjną.

Po zapoznaniu się z klauzulą informacyjną podaną przez Administratora Danych dobrowolnie wyrażam zgodę na przetwarzanie przez Ogłoszeniodawcę moich danych osobowych, zawartych w mojej ofercie pracy, dla potrzeb procesu tej rekrutacji oraz dla realizacji przyszłych projektów rekrutacyjnych.

Agencja doradztwa personalnego (nr licencji 4642)

Dane spółki: Diverse CG Sp. z o.o. Sp.k., ul. Towarowa 28, 00-839 Warszawa                                                     

REGON: 141316780

NIP: 5222877930

KRS: 0000733458

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