Tax- Italian Speaking, Tax Operations Vice President - Warsaw Greater Warsaw, Poland Area

YOUR IMPACT

We are recruiting a Vice President in Warsaw to 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 Vice President will bring strong Italian tax technical expertise, taking the lead on operational tax analysis, complex tax treatment questions and the translation of agreed tax interpretations into calculations, procedures and controls. The role will work closely with PWM Milan, Corporate Tax, Engineering and external advisers to embed knowledge, strengthen 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, delivering accurate and timely tax reporting, payment preparation and client certifications with documented methodologies, clear ownership and effective independent controls. The role will contribute to the transition, first-cycle delivery and ongoing improvement of the operating model.

Your key responsibilities will include:

The role covers seven Italian tax obligations: withholding and investment-related taxes, tax payments, regulatory reporting and client tax certifications. Responsibilities include supporting tax-specific reconciliations and exception management.

KEY RESPONSIBILITIES

• Italian Tax Technical Expertise: Act as the operational tax specialist for Italian obligations, analysing product classifications, client and account tax status, exemptions, withholding tax and Gestito treatment, and Bollo calculations. Resolve technical queries within agreed tax positions and engage Corporate Tax and external advisers on interpretation or matters requiring specialist advice.

• Technical Preparation and Review: Prepare complex tax analyses and calculations, document assumptions and supporting rationale, and independently review work prepared by others within your expertise. Partner with the operational coordinator to ensure each output receives appropriate independent review and approval; do not review or approve your own work.

• Risk, Controls and Governance: Establish the operational tax control framework, including supervisory procedures, maker-checker requirements, tax methodology documentation, KPIs, KRIs and escalation standards. Maintain traceability between agreed tax interpretations, calculations, reporting outputs and controls, with clear ownership of upstream dependencies.

• Issue Management and Assurance: Assess complex tax exceptions, errors and control gaps, escalate material risks and drive agreed remediation. Coordinate technical input and supporting evidence for internal reviews, audits and tax authority enquiries in partnership with Corporate Tax and relevant stakeholders.

• Regulatory and Business Change: Partner with Corporate Tax, PWM Milan and external advisers to assess changes affecting Italian PWM tax obligations. Translate agreed interpretations into operational requirements, calculation logic, controls and training, including requirements arising from new offerings and account migrations.

• Technology and Scalability: Define tax logic, data and control requirements for automation, partnering with Engineering on agreed delivery ownership and with Operations on testing and reconciliation. Assess process readiness and capacity implications before business expansion; identify where additional tooling or resources are required.

• Transition, Knowledge and Resilience: Lead technical knowledge transfer from Milan to Warsaw, validate tax methodologies and reporting requirements, and support controlled handover through the first reporting cycles. Develop the Associate’s tax knowledge and maintain cross-training, documentation and coverage to reduce key-person dependency.

VICE PRESIDENT – BASIC QUALIFICATIONS

• Tax Technical Experience: Significant progressive experience in financial services taxation, tax compliance, operational tax advisory or a closely related specialist role, with practical expertise in withholding tax, investment income taxation and reporting obligations relevant to Italian private clients.

• Italian Tax Knowledge: Strong understanding of client and product classifications, exemptions, Gestito and non-Gestito tax treatment, and their application to calculations, payments and reporting. Ability to analyse complex tax questions, document conclusions and distinguish operational decisions from matters requiring Corporate Tax or external advice.

• Operational Application and Controls: Demonstrated ability to translate tax requirements into calculation methodologies, data requirements, procedures and effective controls, and to challenge reconciliations, reporting outputs and manual adjustments.

• Risk and Change Delivery: Experience identifying tax and operational risks, driving remediation and implementing regulatory or business changes in partnership with Operations, tax specialists and technology teams.

• Technical Communication and Languages: Professional fluency in Italian and English, including the ability to interpret Italian tax documentation, regulations and reporting outputs, and explain technical conclusions clearly to non-specialist and senior stakeholders.

• Leadership and Partnership: Ability to lead specialist workstreams, exercise sound judgement, influence stakeholders and develop colleagues through structured training and knowledge transfer.

• Education: Bachelor’s degree or equivalent professional experience in tax, accounting, finance, law or a related discipline.

VICE PRESIDENT – PREFERRED QUALIFICATIONS

• Experience applying Italian withholding and investment-related tax requirements, including associated payments, reporting and client certifications.

• Experience supporting Italian private banking or wealth management businesses, including discretionary portfolios and private equity investments.

• A recognised tax or accounting qualification, or equivalent specialist professional training.

• Experience managing technical engagement with external tax advisers, supporting tax authority enquiries or audits, and transitioning specialist processes into an in-house operating model.

• Experience specifying tax calculation logic and data-quality controls for automation and validating system outputs against tax requirements.

ABOUT GOLDMAN SACHS

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