jobapplier

Project Manager – Tax Operations Transformation

MARGO

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.

Requirements

  • 8+ years of professional experience in project management.
  • 3+ years in Banking or Financial Services (Securities Services / Asset Servicing experience is a strong plus).
  • 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.

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.

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).

Languages

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