Description

In this role, you will engage in a variety of tax operations, including producing client tax reports and ensuring compliance with regulatory obligations. Your day-to-day responsibilities will involve supporting client inquiries, monitoring tax processes, and identifying opportunities for improvement.

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

Tools & Technologies

Benefits