Title: Senior Analyst
Job Description
JOB RESPONSIBILITIES
Assist and support the Tax departments in managing processes related to international tax and Transfer Pricing compliance
International Tax Compliance
• Assist International Tax team with WHT tax position analysis
• Collaborate with team members responsible for obtaining tax residency certificates
• Collect data on tax residency of various lenders/borrowers, apply relevant qualification on interest payments based on double tax treaties or European legislation.
Transfer Pricing
• Assist client TP team to collect financial data for credit rating assessments
• Analysis of cash flow forecasts
• Preparation of transfer pricing checklist
• Review and verification of financial figures in TP deliverables against financial data provided to advisors
Direct Tax Compliance
• Assist in the filing and the updating of Direct Tax for the SPV’s: prepare Corporate tax returns and annual declarations for review whilst following processes as drafted by the VP tax
• Ensure legal and statutory compliance through liaison with legal advisors in respect of Tax matters
• Follow trainings in relevant Tax matters when necessary.
Other Responsibilities
• Tax documents filing and archiving
• Keeping trackers on the status of the documents
• Handling incoming and outgoing mail
• Updating the documents in the database
• Taking care of payments for tax documents
• Coordinating signatures of tax documents
• Re-directing calls as appropriate and taking adequate messages when required
• Handling general administrative tasks
Education and Experience:
• 5-7 years’ experience in Transfer Pricing/International Tax/Tax Compliance
• Proven ability to perform under pressure and to adjust plans to meet changing needs and requirements
• Ability to summarize issues, develop recommendations and make decisions
• Ability to multitask and prioritize diverse tasks
• Strong attention to detail, demonstrated integrity and professionalism
• Ability to be proactive and take initiative
• Team player - energetic and enthusiastic
• Strong computer and spreadsheet skills including MS Office
• Fluency in English (verbally and written) is a compulsory requirement
• Fluency in French is a plus
• Bachelor/Master degree or equivalent
͏
Do
-
Support process by managing transactions as per required quality standards
- Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner
- Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue
- Update own availability in the RAVE system to ensure productivity of the process
- Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
- Follow standard processes and procedures to resolve all client queries
- Resolve client queries as per the SLA’s defined in the contract
- Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients
- Identify and learn appropriate product details to facilitate better client interaction and troubleshooting
- Document and analyze call logs to spot most occurring trends to prevent future problems
- Maintain and update self-help documents for customers to speed up resolution time
- Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
- Ensure all product information and disclosures are given to clients before and after the call/email requests
- Avoids legal challenges by complying with service agreements
͏
-
Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus and facilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Maintain logs and records of all customer queries as per the standard procedures and guidelines
- Accurately process and record all incoming call and email using the designated tracking software
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
- Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
͏
-
Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
͏
Deliver
No | Performance Parameter | Measure |
1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |