- Manage all withholding tax matters, including form preparation, income review, and application of optimal tax rates.- Ensure relief at source across markets and provide regular reporting to upper management.- Leverage sovereign immunity and double tax treaties to secure the best possible tax rates on dividends and interest income.- Oversee private investment income distributions to ensure alignment with expectations and identify tax reclaim opportunities.- Support tax compliance, including economic substance reporting, corporate tax registrations, and reviews of U.S. tax forms (W-8, K-1, 1042

- Led the adaptation to new tax regulations, translating legislation changes into actionable procedures.Collaborated with Operational Tax Teams to interpret documentation and system rules, enhancing compliance and efficiency.- Identified and addressed gaps in processes, while creating and refining internal procedures.Partnered with client servicing teams to enhance client tax experiences.- Supported Audit and Control risk reviews, and conducted market reviews for compliance with DTTs and domestic laws.Specialized in working with UCITs, Sovereign Funds, Pension Funds, Supranational entities, Lux S.a.r.l’s, and SICAV’s.- Actively engaged in recent Nordic tax reforms, working with Big 4 auditors on client requests and liaising with Tax Authorities.- Developed direct-filing reclaim models for alternative assets and participated in industry forums in the UK and Luxembourg

- Managed tax documentation and entitlements, focusing on relief at source, for Canada and APAC markets (e.g., Indonesia, Australia, Korea).- Led a team ensuring optimal tax rates for clients through accurate documentation provision.- Oversaw tax breakdowns and managed reclaims related to these markets.

Income and Withholding Tax for EMEA & APAC markets

Income and Withholding Tax for EMEA & APAC markets