Tax and Income Account Manager - Lisboa

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Ensure the timely and accurate treatment of clients' tax documentation and queries related to tax and income activities.
Participate in activities or projects related to business development.

Manage email inboxes, phone calls, and
- up of tax and income requests within the global and local custody activity.
Ensure queries related to tax and income events are addressed promptly and adequately.
Extract relevant information from systems and perform reconciliations.
Prepare and update procedures related to tax and income activities in line with management validation.
Perform
- level control of documentation.
Draw up and deliver client presentations (when applicable).
Provide information about investment markets and procedures related to offered services, and communicate regularly with clients.
Prepare and send reports to clients.
Perform necessary controls and reconciliations.
Ensure
- quality service to clients at a desired level.

High school diploma or equivalent.
Up to 2 years of relevant experience in Banking and Financial Operations or Client Management.
Fluent (C1-C2) level of English.
Ability to collaborate and work in a team.
Good oral and written communication skills.
Adaptability, attention to detail, client focus, organizational skills, and proficiency in Office suite.

Leading banking institution with a strong international presence.
Opportunities for professional growth and development.
Commitment to diversity, inclusion, work/life balance, and flexible remote working conditions.

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