Natixis in Portugal is fully integrated in the global organization of Natixis, a French multinational financial services firm specialized in Asset & Wealth Management, Corporate & Investment Banking, Insurance and Payments. A subsidiary of Groupe BPCE, Natixis counts nearly 16.000 employees across 38 countries.

Based in Porto, Natixis Centre of Expertise mission is to transform traditional banking by developing innovative solutions for the bank’s business, operations and work culture worldwide, as a key driver of the company’s culture of agility and innovation. Teams of IT and Banking Support Activities work in an integrated, inclusive and transversal way, supporting all the business lines and country platforms.

Natixis in Portugal is the best combination of a “start-up mindset” with a large, solid structure. Its unique culture gives true meaning to a “beyond banking” personality: to be a real entrepreneur, self-challenging, ever striving to excel and go that extra mile.

The US Tax Operations team is the central point of contact for all client Tax Operations and Reporting activities. The candidate provides end-to-end customer tax operation services, supported by an outsourced managed services operations team. This position will be the local expert for Client Tax related to, but not limited to, FATCA, Chapter 3, Chapter 61, tax due diligence and reporting. The candidate will work closely with our outsourced Managed Service team to resolve deficient and missing documentation as well as be a point of escalation, both internally and externally for matters relating to Client Tax.

Essential duties and responsibilities

• Understanding and working knowledge of:
  • U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons including, but not limited to, backup withholding and NRA withholding, IRS Forms W-9 and W-8 and their associated requirements;
  • Forms 1098, 1099 series, and 1042-S;
  • Forms 945 and 1042, FATCA and CRS regulations, inter-governmental agreements, and associated reporting requirements.
  • Federal, State and local information reporting rules
  • Trading systems, payment systems, tax processing systems and information reporting systems
• Oversee US IRW 1099/1042-S operations team and provide visibility to leadership on status, issues, or situations which need to be addressed 
• Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team
• Responsible for all escalation and resolution and provide visibility to leadership
• Ensure consistent and standardized US IRW processes and procedures are implemented and in place for all US IRW operations; develop and coordinate training as needed
• Responsible for execution of controls and effectiveness
• Support client internal audits and external audits as needed to provide supporting documentation of current processes
• Evidencing performance and introducing efficiencies via production of the appropriate KRI's and KPI's for Management
• Take responsibility for Service Quality, and manage opportunity and engagement risk for engagements
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables

Act as a coach for the team to create Tax Operations Subject Matter Experts and actively participate in their performance management.

• Prior experience with Tax Operations, or experience working in a Tax Department at a CPA Firm is required
• Bachelor’s degree or 5+ years of related operations experience
• English fluent (mandatory)
• Experience in developing, implementing, and maintaining tax processes preferred
• Experience in collecting, analyzing, and reporting metrics preferred
• Experience with MD3 and/or MTU a plus

We will only consider English Cv's.

Early morning. Campo 24 de Agosto. In 4 minutes, you are clocking in at the office. After grabbing a cup of coffee and fresh fruit, pick up your laptop and choose your spot for the day. It's going to be a busy one: French class before lunch and, just after, quick medical appointment at Natixis doctor's office. Lunch break. Outside in the big terrace (look at your crops at the Urban Garden; ready to harvest!) or, if you feel like stretching your legs, walk downtown to grab lunch. 

Back inside. Quick sprint review (working together anywhere means virtual happy birthday to that colleague in Paris that just turned 35). The afternoon went flying (tasks, reports, calls, some jokes with your teammates). End it on a high note: just one PlayStation game or the final match for that ping-pong tournament. 

Tomorrow, you complete that certified technical training and the day after, you will work from home, taking advantage to finally do that online course on Udemy. Once you are done with your tasks for the day, you can visit the office for a board games session or show up at the rehearsal of one of Natixis bands. If that is too steady for you, meet your colleagues to surf some waves or join them in a football match.