CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Full-timeOn-siteExperienced
Zürich
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Primary contact for third-party tax reclaim services, assisting with FATCA/AEI regulatory reporting and US tax form preparation at a publicly listed investment firm. Four years tax reclaim experience and very good German/English skills required. Agile work in open-office environment.
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
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
Work Experience
- 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Avaloq
- Excel
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.
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Primary contact for third-party tax reclaim services, assisting with FATCA/AEI regulatory reporting and US tax form preparation at a publicly listed investment firm. Four years tax reclaim experience and very good German/English skills required. Agile work in open-office environment.
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
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
Work Experience
- 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Avaloq
- Excel
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?
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