Tax- Italian Speaking, Tax Operations Associate - Warsaw @ Goldman Sachs Lateral

YOUR IMPACT

We are recruiting an Associate in Warsaw to help establish a newly created capability within International Tax Operations, supporting Italian Private Wealth Management (PWM) tax reporting, payments and client certifications. The role will support the transition of these processes from PWM Milan to Tax Operations and help build a controlled, resilient and scalable operating model.

The Associate will bring strong operational experience, coordinating reporting cycles, performing reconciliations, investigating exceptions and operating documented controls. The role will work closely with PWM Milan, Corporate Tax, Engineering and external advisers to deliver accurate outputs, embed independent review and support sustainable process improvement.

OUR IMPACT

Tax Operations at Goldman Sachs is a dynamic and multi-faceted core function. Operations professionals are integral to developing and continually enhancing the processes, controls and systems that ensure accuracy, timeliness and integrity across business flows, thereby providing essential risk management and preserving the firm’s reputation.

Within this function, Tax Operations operates as a cross-product team that supports the firm’s activities, reporting obligations and transactions. The team helps maintain compliance with tax reporting authorities, manages tax calculations, filings, payments and certifications, and partners with business, technology, control and tax stakeholders to mitigate operational and reputational risk.

HOW YOU WILL FULFILL YOUR POTENTIAL

You will help establish the newly created Italian tax capability within International Tax Operations, coordinating accurate and timely tax reporting, payment preparation and client certifications using documented methodologies and effective independent controls. The role will contribute to knowledge transfer, first-cycle delivery and ongoing improvement of the operating model, referring technical tax interpretation questions to the VP tax specialist and relevant tax stakeholders.

Your key responsibilities will include

The role covers Italian PWM tax compliance obligations, including withholding and investment-related taxes, tax payments, regulatory reporting and client tax certifications, together with supporting reconciliations and exception management.

KEY RESPONSIBILITIES

• Operational Delivery: Coordinate and execute recurring Italian PWM tax reporting, payment preparation and client certification processes. Maintain reporting calendars, track data and review dependencies, and coordinate timely completion against statutory deadlines.
• Preparation and Independent Review: Prepare calculations, reporting files and payment instructions using documented methodologies and agreed tax treatments. Perform independent operational checks on work prepared by others where assigned and appropriately trained, retain supporting evidence and approvals, and escalate technical questions to the VP tax specialist. Do not review or approve your own work.
• Reconciliations and Data Quality: Perform tax-specific reconciliations across internal records, third-party outputs, calculations, payments and filings. Validate data completeness and accuracy, investigate breaks and coordinate resolution with source-data owners and relevant operational teams.
• Exception Management and Escalation: Investigate processing exceptions, maintain issue and action logs, and coordinate timely resolution. Escalate unresolved tax treatment questions, control failures and deadline risks with clear supporting analysis.
• Controls and Assurance: Operate documented maker-checker controls, maintain procedures, checklists and workpapers, and provide evidence for audits and control reviews. Track operational metrics and support remediation of identified gaps with clear ownership and follow-up.
• Stakeholder and Change Coordination: Coordinate operational dependencies with PWM Milan, Corporate Tax, Engineering and service providers. Support implementation of agreed regulatory and business changes through requirements documentation, testing and procedure updates, referring tax interpretation decisions to the appropriate specialists.
• Process Improvement and Automation: Identify repetitive manual steps and data-quality issues, document operational requirements and support user acceptance testing and output reconciliations with Engineering. Track volumes, processing effort and exceptions to inform automation priorities and capacity assessments.
• Transition, Knowledge and Resilience: Participate in knowledge transfer from Milan to Warsaw, document workflows and hand-offs, and support controlled delivery through the first reporting cycles. Build process knowledge and cross-coverage through training and maintained procedures to reduce key-person dependency.

ASSOCIATE – BASIC QUALIFICATIONS

• Operational Experience: Relevant experience in financial services Operations, tax operations, client reporting or a comparable control function, with hands-on responsibility for recurring deliverables and deadline management.
• Reconciliations and Data Analysis: Practical experience preparing or checking reconciliations, validating data, investigating breaks and identifying root causes across multiple data sources.
• Controls and Judgement: Experience operating documented controls and retaining evidence of independent review. Ability to apply agreed methodologies, recognise exceptions and identify when specialist tax guidance or escalation is required.
• Organisation and Execution: Strong attention to detail and ability to prioritise competing deadlines, track dependencies and deliver accurate outputs in a controlled environment.
• Communication and Languages: Professional working proficiency in English and Italian, sufficient to work with Italian reporting forms, third-party outputs and operational correspondence. Ability to explain exceptions clearly and coordinate actions across teams.
• Data and Technology: Intermediate to advanced Microsoft Excel skills for data manipulation, reconciliation and reporting, with the ability to learn new systems and support process or technology changes.
• Education: Bachelor’s degree or equivalent professional experience in tax, accounting, finance, law or a related discipline.

ASSOCIATE – PREFERRED QUALIFICATIONS

• Experience supporting withholding or investment-related tax processes, including associated payments, reporting or client certifications; familiarity with Italian tax operations would be advantageous.
• Experience in private banking or wealth management operations, including investment products, client accounts and related reporting workflows.
• Experience supporting process transitions, knowledge transfer, procedure documentation and cross-training.
• Experience coordinating third-party operational dependencies, supporting audit evidence requests or tracking control remediation actions.
• Experience with workflow automation, data-quality improvements, requirements documentation or user acceptance testing.

ABOUT GOLDMAN SACHS

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