An international strategy advisory firm is looking for a specialist to support a due diligence engagement on a software provider serving the withholding tax reclamation space within capital markets and asset servicing.

Key facts

• Start: August 2026 (early August, exact date to be confirmed)
• Duration: 4-6 weeks
• Remote/On-Site: Remote 
• Workload: 100%

YOUR CHALLENGE

• Support a due diligence on a fintech provider of withholding tax reclamation and computation software
• Assess the commercial proposition, market positioning and growth potential of the target within the asset servicing and capital markets tax ecosystem
• Evaluate demand drivers among asset managers, asset servicers, custodians and hedge funds seeking to optimize withholding tax recovery
• Conduct expert interviews with market participants across relevant jurisdictions
• Translate complex, jurisdiction-specific tax reclamation mechanics into clear commercial due diligence findings
• Contribute to the due diligence report and support client-ready deliverables under a compressed four-week timeline
• Act as a knowledgeable sparring partner for the core deal team on FS/tax-related nuances

YOUR TALENTS

• Must-have: 7+ years of combined commercial/vendor due diligence and strategy consulting experience
• Must-have: Deep, practitioner-level knowledge in at least two (2+) of the following financial services domains: payments, banking & lending, asset/wealth management, insurance, capital markets, FS regtech, FS data & data automation, FS services — with capital markets and/or asset servicing as one of them
• Must-have: Practical understanding of withholding tax reclamation, asset servicing, or trading lifecycle operations within capital markets
• Must-have: Familiarity with buy-side, sell-side, custodian and/or asset manager operating models
• Must-have: Ability to work at deal pace within a short, well-defined project window
• Nice-to-have: Direct experience with tax reclamation platforms or comparable FS regtech/data automation solutions
• Nice-to-have: Exposure to cross-border tax treaty mechanics (e.g. US, German, Italian withholding tax regimes)
• Nice-to-have: Experience supporting US-based deal teams while working European hours
• Fluent English required
  
  

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