Project Manager – Tax Operations Transformation

Job Description: Project Manager – Tax Operations Transformation

Location: Remote (Poland) / Occasional office visits

Duration: 12 months (with option to extend)

Start Date: Q1 2027 (January / March)

About the Role

We are seeking experienced Project Managers to lead key streams within a multi-year, global transformation initiative. The program aims to industrialize and centralize tax operations across Custody, Fund Accounting, and Transfer Agency—replacing manual, fragmented processes with a standardized, automated, and scalable operational model.

We are recruiting for two distinct profiles:

• Profile 1 (Tax Data & Master Data Management Focus): Owns the creation of the Single Source of Truth for all tax references across lines of business. Industrializes tax data via a Gold Source Model to eliminate bespoke exceptions and enable automated workflows and self-service reporting.

• Profile 2 (Target Operating Model & Consulting Focus): Designs and rolls out the Tax Operating Model Blueprint. Transitions operational teams to industrialized standards by defining daily procedures, controls, KPIs, SLAs, and client-facing delivery frameworks.

Key Responsibilities

• Lead assigned program streams to meet target milestones, including vendor RFIs, platform rollouts, and regulatory readiness initiatives (e.g., US QI declarations and reclaims).

• Drive cross-business alignment across Custody, Fund Accounting, and Transfer Agency stakeholders.

• Apply Agile methodologies to ensure continuous value delivery throughout the project lifecycle.

• Establish, monitor, and report on key program metrics and KPIs to senior management.

• Embed subject-matter governance, standardized controls, and data management into daily operations.

Experience & Background

• Total Experience: 8+ years of professional experience in project management.

• Financial Services: 3+ years in Banking or Financial Services (Securities Services / Asset Servicing experience is a strong plus).

• Consulting Experience: Background in advisory/consulting is required for Profile 2 (TOM focus).

Domain & Technical Knowledge

• Profile 1: Expertise in Tax/Regulatory operational requirements and Master Data Management (MDM).

• Profile 2: Strong background in Target Operating Model (TOM) design, process mapping, SLA definition, and operational change.

• Certifications: PMI, PRINCE2, or Agile certifications are a plus.

• Tools: Advanced proficiency in Microsoft Office (Excel, PowerPoint, Visio, Word).

Soft Skills & Languages

• Languages: Fluent English (C1+ required, written and spoken). French is a strong plus.

• Exceptional stakeholder management and communication skills with senior management.

• Strong ability to turn complex operational topics into clear, actionable plans.

• Autonomous, highly organized, and comfortable working in dynamic, multi-disciplinary teams.