Head of Customer Operations Management

Our client is a financial services company. They are looking for a Manager, Operations Tax to join their team
 
People Management:
Engage employees in setting clear and measurable goals that drive business success.
Provide coaching and feedback to enhance individual and team performance.
Ensure employees understand the company's values, policies, and procedures.
Facilitate training for the team to develop necessary skills and knowledge.
Ensure team completes all regulatory and risk management obligations.
Ensure a continuous learning and improvement mindset on the team.
Business Planning:
Contribute to business planning and resource allocation for the team.
Provide subject matter expertise and lead projects.
Building Relationships:
Collaborate with other Operations, Service and Product managers, and senior management to resolve issues and improve processes.
Work with key business partners on projects and initiatives.
Partner with external business entities, such as 3rd party vendors and custodians, to communicate and address issues.
Customer Service:
Serve as a role model for delivering an excellent customer experience
Address customer needs by involving the appropriate resources at the right time.
Monitor key performance indicators daily to address factors affecting the customer experience.
Oversee interactions between associates and customers to ensure accuracy and quality of service delivery.
Compliance and Risk Framework
Maintain satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
Ensure all reporting is completed accurately on or before regulatory deadlines
Stay current with regulatory environment governing tax responsibilities
Identify issues and risks (financial & regulatory)
Ensure all internal and external tax accounts are reconciled
3 years of experience in operations within the financial services industry, preferably within brokerage or correspondent clearing business.
~2 years of experience in coaching, training, mentoring, or leading people; experience in a people management role is preferred
~ Completion of a post-secondary education or equivalent work experience.
~ Tax-related courses and CPA qualification are an asset.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
Virginia residents may access our state specific policies here .
Residents of all other states may access our policies here .
Canadian residents may access our policies in English here and in French here .
Residents of countries governed by GDPR may access our policies here .
the individual’s skill sets, experience and training;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.