Tax and Income Account Manager
About The Job
- Ensure the timely and accurate treatment of client's tax documentation and queries related to the tax and income activity. Participate in activities or projects relating to business development
- Manage email inboxes, phone calls and
- up of tax and income requests within the global and local custody activity - Ensure that queries related to tax and income events are dealt with in a timely and adequate manner
- Extract the relevant information from the systems and perform the reconciliation
- Prepare and update procedures related to tax and income activity in line with management validation
- Process the first level control of documentation
- Draw up and deliver client presentations (when applicable)
- Provide information about investment markets and their procedures in relation to the services offered, and provide regular information to the client
- Prepare and send reports to clients
- Perform the necessary controls and reconciliations
- Ensure an uplifting service to clients at a desired level
- Highschool
- Up to 2 years of relevant experience in Banking and Financial Operations or Client Management
- Fluent (C1-C2) level of English
- Ability to collaborate / teamwork
- Good communication skills (both oral and written)
- Adaptability
- Attention to detail / rigor
- Client focused
- Organisational skills
- Skills in Office pack
- Leading banking institution
- Our presence in Portugal
- added services to various countries where the BNP Paribas Group also operates.
- International reach
- Retail Banking, a division that brings together all of the Group’s retail activities and specialised business lines;
- Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services;
- Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.
- Diversity and Inclusion commitment
- Commitment towards work/life balance
- Remote Working Conditions
- up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices.
To find out more on why you should join BNP Paribas visit https://bnpp. lk/why-BNP-Paribas-Portugal
- 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.
- Informações detalhadas sobre a oferta de emprego
Empresa: Phiture Localização: Lisboa
Lisboa, Lisboa, PortugalPublicado: 18. 6. 2025
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