Project Manager – Tax Operations Transformation

Poland·WarsawPermanent contract & B2Bmid

OperationsProject Manager

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Quick Summary

Key Responsibilities

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

Requirements Summary

Strong background in Target Operating Model (TOM) design, process mapping, SLA definition, and operational change. Certifications: PMI, PRINCE2, or Agile certifications are a plus.

Technical Tools

OperationsProject Manager

About the Role

~1 min read

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:

Responsibilities

~1 min read

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Lead assigned program streams to meet target milestones, including vendor RFIs, platform rollouts, and regulatory readiness initiatives (e.g., US QI declarations and reclaims).
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Drive cross-business alignment across Custody, Fund Accounting, and Transfer Agency stakeholders.
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Apply Agile methodologies to ensure continuous value delivery throughout the project lifecycle.
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Establish, monitor, and report on key program metrics and KPIs to senior management.
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Embed subject-matter governance, standardized controls, and data management into daily operations.

Nice to Have

~1 min read

Requirements

~1 min read

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