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)

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.

• 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.

Domain & Technical Knowledge