Position Details

Type Not Specified

Experience mid

Exp. Years 1-3 years

Education Not Specified

Category Finance & Accounting

About this role

Senior Tax Specialist (Associate 2) supports custody daily operations, documents processes, and collaborates across teams to ensure timely client deliverables and risk mitigation.

Key Responsibilities

Independently manage daily BAU tasks
Leading and coordinating BAU activities
Managing internal workflow to meet deadlines
Drafting SOPs and process docs
Supporting reporting and analytics

Technical Overview

Operational finance role focusing on custody services with Excel/Power BI analytics, SOPs, and reporting.

Ideal Candidate

The ideal candidate is an entry-to-mid level custody operations professional with strong documentation skills, Excel/Power BI capabilities, and the ability to manage BAU tasks and respond to inquiries from internal stakeholders.

Must-Have Skills

1-3 years of experience in financial services or custody operationsFluency in English (required)

Nice-to-Have Skills

Proficiency in Italian (strong advantage)

Tools & Platforms

Microsoft ExcelPowerPointPower BI

Required Skills

BAU taskscustody operationsSOPsprocess documentationExcelPowerPointPower BIanalytics

Hard Skills

SOPsProcess documentationMicrosoft ExcelPowerPointPower BIBAUCustody operationsAnalytical skills

Soft Skills

Attention to detailCommunicationProblem-solvingTeamworkTime management

Certifications

Preferred

Power BI certification

Industry & Role

Industry Financial Services

Job Function Oversee daily custody operations and documentation to ensure accurate, timely client deliverables

Role Subtype Custody Operations Specialist

Deal Breakers

English fluency required

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile

Senior Tax Specialist (Associate 2) - Custody Tax Services

Get matched to jobs like this