CH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist for Data Management, Test Environments & Application Operations(m/w/x)
Full-timeOn-siteExperienced
Zürich
New Job?Nejo!
The AI Job Search Engine
VO
VontobelUS Tax Specialist(m/w/x)
Zürich
Full-timeOn-siteExperienced
Description
In this role, you will ensure regulatory excellence by managing complex tax reporting and client data. You'll collaborate with key stakeholders to handle everything from tax reclaims to cost-basis adjustments.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Four years experience in tax reclaim
- •Knowledge of FATCA/QI and AEI regimes
- •Understanding of the banking business
- •Very good German and English skills
- •Advantageous exposure to US tax reporting
- •Beneficial Avaloq and expert Excel knowledge
- •Enthusiasm for the role
Education
Bachelor's degree
OR
Master's degree
Work Experience
4 years
Tasks
- •Act as the primary contact for third-party tax reclaim services
- •Maintain and update client data for account openings and closings
- •Perform static data adjustments and controls
- •Assist the Head of Tax with regulatory reporting for FATCA and AEI
- •Support the preparation of 1099, 1042, and 1042-S forms
- •Generate US and Swiss client tax statements
- •Execute tax cost-basis adjustments for security transfers and accounting changes
- •Manage cost-basis adjustments for death cases
- •Perform rigorous data controls and reconciliations
- •Report supplementary withholding tax to the ESTV for the USA and Canada
- •Handle transactional tax reporting for Financial Transaction Tax
Tools & Technologies
AvaloqExcel
Languages
German – Business Fluent
English – Business Fluent
Benefits
Informal Culture
- •Friendly and diverse team
- •Flat hierarchy
- •Collaboration on all levels
Modern Office
- •Open-office space
Modern Equipment
- •Latest technology
Startup Environment
- •Agile work environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Full-timeOn-siteExperiencedZürich - Avaloq
Senior Business Analyst (German Tax)(m/w/x)
Full-timeOn-siteSeniorZürich - Partners Group AG
Lead Regulatory Reporting Professional(m/w/x)
Full-timeOn-siteSeniorBaar, Zug - CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Regulatory Reporting Specialist(m/w/x)
Full-timeOn-siteExperiencedZürich
VO
VontobelUS Tax Specialist(m/w/x)
Zürich
Full-timeOn-siteExperienced
New Job?Nejo!
The AI Job Search Engine
Description
In this role, you will ensure regulatory excellence by managing complex tax reporting and client data. You'll collaborate with key stakeholders to handle everything from tax reclaims to cost-basis adjustments.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Four years experience in tax reclaim
- •Knowledge of FATCA/QI and AEI regimes
- •Understanding of the banking business
- •Very good German and English skills
- •Advantageous exposure to US tax reporting
- •Beneficial Avaloq and expert Excel knowledge
- •Enthusiasm for the role
Education
Bachelor's degree
OR
Master's degree
Work Experience
4 years
Tasks
- •Act as the primary contact for third-party tax reclaim services
- •Maintain and update client data for account openings and closings
- •Perform static data adjustments and controls
- •Assist the Head of Tax with regulatory reporting for FATCA and AEI
- •Support the preparation of 1099, 1042, and 1042-S forms
- •Generate US and Swiss client tax statements
- •Execute tax cost-basis adjustments for security transfers and accounting changes
- •Manage cost-basis adjustments for death cases
- •Perform rigorous data controls and reconciliations
- •Report supplementary withholding tax to the ESTV for the USA and Canada
- •Handle transactional tax reporting for Financial Transaction Tax
Tools & Technologies
AvaloqExcel
Languages
German – Business Fluent
English – Business Fluent
Benefits
Informal Culture
- •Friendly and diverse team
- •Flat hierarchy
- •Collaboration on all levels
Modern Office
- •Open-office space
Modern Equipment
- •Latest technology
Startup Environment
- •Agile work environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Vontobel
Industry
FinancialServices
Description
The company is a family-owned and publicly listed investment firm committed to long-term thinking and sustainability.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist for Data Management, Test Environments & Application Operations(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Full-timeOn-siteExperiencedZürich - Avaloq
Senior Business Analyst (German Tax)(m/w/x)
Full-timeOn-siteSeniorZürich - Partners Group AG
Lead Regulatory Reporting Professional(m/w/x)
Full-timeOn-siteSeniorBaar, Zug - CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Regulatory Reporting Specialist(m/w/x)
Full-timeOn-siteExperiencedZürich