Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE worldwide.

Natixis in Portugal is part of the Global Financial Services division, where it applies technology for the development of financial expertise in its two global business lines – Corporate & Investment Banking and Asset & Wealth Management – and, transversally, for the entities of Groupe BPCE.

The Centre of Expertise, based in Porto, currently has more than 2,400 employees from over 30 nationalities, organised in three main departments: Information Technology, Banking Support Activities and Compliance. These teams work in an integrated, inclusive and transversal way, supporting and creating value for all the business lines and platforms of the group. The project in Porto is one of the biggest investments in Human Resources ever made by Groupe BPCE worldwide.

A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company's mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem.

In 2024, Top Employers Institute has awarded Natixis in Portugal the Top Employer Portugal accreditation for the second time. This certification recognizes excellence in people practices, following the example of our head office, in France, who was certified Top Employer France for the eight year in a row.

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.

At Natixis, we are committed to fostering a working environment where each and every one of our people is treated with dignity and respect and where every voice is heard. Our differences make us collectively stronger and are a source of fulfilment, innovation and performance.

In the framework of its Diversity, Equity & Inclusion policy, Natixis in Portugal has implemented a Blind CV Screening process, with the purpose of reducing hiring bias. A blind CV excludes any personal details which refer to the applicant’s gender, age or ethnicity. When applying for our positions, please submit a blind CV, that is, with no picture, name, gender, age, nationality, ethnicity and address. Your personal statement, work experience, courses and certifications, education, skills and contact information is what matters to us.

#MuchMoreThanJustAJob

Early morning. Campo 24 de Agosto. In 4 minutes, you are clocking in at the office. Start your day having breakfast with the Team and grab fresh fruit on the way to your seat, in one of Porto’s most typical neighborhoods. This Purple Day is going to be a busy one: daily meeting ensuring all team members are on the same page regarding work status, priorities and blockers, language class and, just after, a Talent Management meeting with your manager, discussing your career path. 

 Lunch break. Today, your Team is onboarding newcomers, but also welcoming French colleagues: the perfect excuse to walk downtown and bond over a francesinha. When returning, inhale nature and peace of mind in Natixis Urban Garden (look at the crops; ready to harvest!). 

 Back inside. Brainstorming session on a new, exciting project in our disruptive and immersive Manaus Village. The afternoon went flying (tasks, meetings, some jokes with your teammates). End it on a high note: celebrating cultural diversity with a Diwali, the Indian festival of lights. 

 Tomorrow, you attend a conference led by influential speakers in your industry and, the day after, you will work from home, benefitting from some focus time to complete that report and soft skills course on LinkedIn Learning. Once you are done with your work for the day, strike the right note playing with Natixis band or be part of a board games session. If that is too steady for you, meet your colleagues to catch some waves or sail the Douro river during golden hour.