Azlan Bin Jaafar
Tax Services Manager
Ampang,Selangor
Summary
Experienced securities services professional with extensive knowledge and expertise in tax reclaim services, corporate actions, and client services
Overview
14
14
years of professional experience
Work History
Tax Manager
HSBC Data Electronic Processing Malaysia Sdn Bhd
03.2023 - Current
- Manage tax service account opening and setup, particularly for Relief at Source (RAS) arrangements, coordinating closely with sub-custodians to ensure accurate account setup, required documentation, and compliance with applicable market and tax requirements.
- Oversee tax reclaim services for institutional investors, funds, and beneficiaries, ensuring accurate and timely recovery of withholding tax on income distributions.
- Provide end-to-end support for cross-border tax reclaim activities across global markets, helping clients navigate country-specific tax requirements and documentation.
- Ensure tax reclaim processes comply with relevant market regulations, tax treaties, and local tax authority requirements.
- Coordinate with global sub-custodians, clients, tax authorities, and internal stakeholders to resolve tax-related queries, discrepancies, and outstanding claims.
- Perform reconciliation and review of tax reclaim records to ensure accuracy, completeness, and alignment with custodian and client records.
- Monitor outstanding tax reclaims and proactively follow up with relevant parties to maximize tax recovery and minimize financial impact to clients.
- Support tax reporting, documentation, and compliance requirements related to securities and investment holdings.
- Identify operational risks and process gaps, implementing improvements to enhance efficiency, accuracy, and overall service quality.
- Provide subject-matter expertise on withholding tax, tax relief, tax reclaim processes, and market-specific tax requirements within the securities services environment.
Assistant Manager
HSBC Data Processing Management Sdn Bhd
02.2017 - 03.2023
- Providing tax reclaims services to beneficiaries and ensuring maximum return on their income distribution.
Executive
HSBC Electronic Data Processing Malaysia Sdn Bhd
08.2014 - 02.2017
- Providing tax reclaims services to beneficiaries and ensuring maximum return on their income distribution.
Internship
Petronas
09.2012 - 04.2013
- Procurement, materials management and inventory control.
Education
BBA - Marketing
Universiti Teknologi Mara
Perlis Malaysia2013
Skills
Tax Operations
Account Opening
Operations Management
Leadership
Stakeholder Management
Process Improvements
Risk and Control
Corporate Action
Client Service
Timeline
Tax Manager
HSBC Data Electronic Processing Malaysia Sdn Bhd
03.2023 - Current
Assistant Manager
HSBC Data Processing Management Sdn Bhd
02.2017 - 03.2023
Executive
HSBC Electronic Data Processing Malaysia Sdn Bhd
08.2014 - 02.2017
Internship
Petronas
09.2012 - 04.2013
BBA - Marketing
Universiti Teknologi Mara