Tax- Italian Speaking, Tax Operations Associate - Warsaw Warsaw · Poland · Associate

Tax- Italian Speaking, Tax Operations Associate - Warsaw location_on Warsaw, Mazowieckie, Poland

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 promote 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

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).

Child Care & Family Care

We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class‑leading benefits our firm has to offer.