Project Manager – Tax Operations Transformation

About the Position

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.

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

• Total Experience: 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).
• 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: 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.

We Offer

• Permanent contract & B2B
• Hybrid work location

About the Company

MARGO is committed to using artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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