Plano, TX, USA
34 days ago
Project Manager Vice President- Client Billing Operations

If you are a project manager with operations, testing, and indirect tax- Value Added Tax (VAT) and VAT-like taxes- experience, join our team of Project Managers. You will be a key enabler to our success in the review, development, and implementation of strategic processes and practices for support of indirect tax application against invoiced fees for Securities Services clients globally. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. 

As a Project Manager Vice President- Client Billing Operations in Digital & Platform Services, you will play a key role in our strategic, global, multi-year program to improve operations, accuracy, efficiency, and automation. You will use your project management and operational skillsets to communicate with our Corporate Tax, Product, and other internal and external partners to assess and implement recommendations as to the tax treatment of Securities Services products and services globally. Additionally, you may take on projects to improve efficiency or onboard new products and services, improve automation, eliminate manual processes, as well as manage some of our key Run the Bank initiatives.

Job responsibilities

Coordinate with key partners to lead the review and enhancement of VAT treatment for current and/or new products and services and manage the effective implementation and onboarding with operations colleagues Develop key program assets and collateral (including project initiation documentation, management reporting, risk logs) for senior audiences  Manage Projects of key change deliverables and coordination of resources to ensure deliveries are timely, complete, and of high quality. Sample deliverables could include Business Requirements, Milestone Reporting, User Acceptance Test Planning and Execution, Implementation Scheduling and Training, and Operational procedures Lead initiatives to ensure the tax treatment of our products is in line with the requirements of the many jurisdictions in which we operate and lead initiatives to improve operational efficiency and resiliency, ensuring appropriate cross-training of staff globally for critical functions Perform detailed and complex data analysis to identify potential financial exposures and coordinate with internal partners across the firm for appropriate remediation and reporting Manage and build strong relationships and partnerships with a range of stakeholders globally and apply best practice techniques and methodologies to project management Complete regular project-level status reporting and escalate and articulate key risks/issues to Senior Management Translate information garnered through investigations into robust process maps, functional / technology architecture, operating and control model documentation – and other similar documentation

Required qualifications, capabilities, and skills

Experience with indirect tax VAT regulations in multiple jurisdictions and comprehensive understanding of VAT laws, regulations, and compliance requirements Experience identifying tax-related risks and developing mitigation strategies Experience leading initiatives related to tax process improvements or compliance programs Demonstrated ability to apply a structured approach to problem solving and excellent organizational / project management / communication (written and verbal) skills Strong analytical skills, including the ability to deep dive into processes, identify issues/opportunities, and lead projects to improve operational effectiveness Capacity to think laterally and convey an understanding of the big picture, and self-starter, able to work autonomously, under pressure and to fixed deadlines Ability to work with cross-functional global teams and interact with and influence staff at all levels, adaptability to a fast paced, consistently changing environment; react to high pressure situations in a professional manner

Preferred qualifications, capabilities, and skills

5+ years in indirect tax management, specifically in VAT and VAT-like taxes as they relate to the products and services supported by Securities Services Exposure to financial services change management Strong risk and controls awareness User Acceptance Test planning and execution experience Strong practical experience in usage of Microsoft Project, Excel, Visio, PowerPoint etc.
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