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Tax Operation Specialist(m/w/x)
Producing country-specific Client Tax Reports, supporting client adviser inquiries, and transmitting data files for a global financial group. Degree in Law/Economics and 3+ years tax-related experience required. Tuition assistance.
Requirements
- Degree in Law, Economics, or equivalent qualification
- At least 3 years working experience in tax-related areas
- Analytical and problem-solving skills
- Strong communication skills
- Proactive work style with strong customer focus
- Fluent communication skills in English and German
- Good MS-Word and MS-Excel knowledge
- Application Avaloq know-how is an advantage
Tasks
- Assist in producing country-specific Client Tax Reports
- Monitor and implement new tax rules
- Provide first-level support for client adviser inquiries
- Collaborate on tax-related projects and technical process implementation
- Prepare and transmit data files to the outsourcing provider
- Monitor tax reclaim requests with the outsourcing provider
- Ensure reimbursement chain to clients
- Support continuous improvement of the tax reclaim process for quality enhancement
- Reconcile, prepare, and monitor Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)
- Monitor and invoice Swiss stamp taxes for Ex-Custody clients
- Update withholding tax rates according to Double Taxation Treaty (DTT) for Swiss and foreign clients
- Support regulatory tax reporting topics such as U.S. Qualified Intermediary, U.S. FATCA, and CRS Reporting
- Identify opportunities for process improvements and enhance efficiency
- Monitor and handle FinfraG, MiFIR, and EMIR Transaction Reporting
- Recognize and resolve issues
- Act as a contact person for institutional clients and their requests
- Ensure compliance with all regulatory and transactional tax reporting obligations
Work Experience
- 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- MS-Word
- MS-Excel
- Avaloq
Benefits
Healthcare & Fitness
- Healthcare services
Learning & Development
- In-house trainings
Additional Allowances
- Tuition assistance
Startup Environment
- Agile working principles
Flexible Working
- Flexible work environment
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Tax Operation Specialist(m/w/x)
Producing country-specific Client Tax Reports, supporting client adviser inquiries, and transmitting data files for a global financial group. Degree in Law/Economics and 3+ years tax-related experience required. Tuition assistance.
Requirements
- Degree in Law, Economics, or equivalent qualification
- At least 3 years working experience in tax-related areas
- Analytical and problem-solving skills
- Strong communication skills
- Proactive work style with strong customer focus
- Fluent communication skills in English and German
- Good MS-Word and MS-Excel knowledge
- Application Avaloq know-how is an advantage
Tasks
- Assist in producing country-specific Client Tax Reports
- Monitor and implement new tax rules
- Provide first-level support for client adviser inquiries
- Collaborate on tax-related projects and technical process implementation
- Prepare and transmit data files to the outsourcing provider
- Monitor tax reclaim requests with the outsourcing provider
- Ensure reimbursement chain to clients
- Support continuous improvement of the tax reclaim process for quality enhancement
- Reconcile, prepare, and monitor Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)
- Monitor and invoice Swiss stamp taxes for Ex-Custody clients
- Update withholding tax rates according to Double Taxation Treaty (DTT) for Swiss and foreign clients
- Support regulatory tax reporting topics such as U.S. Qualified Intermediary, U.S. FATCA, and CRS Reporting
- Identify opportunities for process improvements and enhance efficiency
- Monitor and handle FinfraG, MiFIR, and EMIR Transaction Reporting
- Recognize and resolve issues
- Act as a contact person for institutional clients and their requests
- Ensure compliance with all regulatory and transactional tax reporting obligations
Work Experience
- 3 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- MS-Word
- MS-Excel
- Avaloq
Benefits
Healthcare & Fitness
- Healthcare services
Learning & Development
- In-house trainings
Additional Allowances
- Tuition assistance
Startup Environment
- Agile working principles
Flexible Working
- Flexible work environment
About the Company
Rothschild & Co
Industry
FinancialServices
Description
The company is a leading global financial services group with a history of over 200 years, providing distinct perspectives across various financial sectors.
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