Tax Specialist

Mission 

We are seeking a motivated and detail-oriented Tax Specialist to join our Client Documentation and Tax Services Department.
As part of the Fiscal Reporting team, you will play a key role in ensuring the accuracy and quality of our clients’ tax statements, while collaborating with various departments and external providers.
This is a unique opportunity to grow in a fast-paced, stimulating environment and contribute to impactful projects across the bank.
 

Main responsibilities 

• Tax Statement Review & Validation
  • Review and validate tax statements for over 20 international jurisdictions, including Switzerland, France, Portugal, Mexico, and others.
  • Ensure that tax documents comply with local and international regulations before being sent to clients.
• Data Quality Assurance
  • Collaborate with our external provider to ensure the quality and accuracy of tax data before statement production.
  • Identify and correct anomalies or inconsistencies in the data to ensure reliable reporting.
• Client Support & Front Office Interaction
  • Address inquiries and requests from the Front Office regarding tax statements, providing clear and precise explanations.
  • Manage tax document orders in coordination with internal teams and external providers.
• Cross-Functional Collaboration
  • Work closely with Compliance, Operations, Front Office, and IT teams to ensure smooth management of tax processes.
  • Actively participate in cross-functional projects involving process improvements, regulatory updates, or strategic initiatives.
• Project Management
  • Contribute to side projects related to tax data, information systems, and operational processes.
  • Participate in the continuous improvement of tools and processes in collaboration with IT and other departments.

Key Skills & Qualifications

• Tax Expertise: In-depth knowledge of international tax regulations.
• Analytical Skills: Ability to analyze complex data and identify anomalies.
• Client Orientation: Excellent communication skills to address Front Office and client inquiries.
• Cross-Functional Collaboration: Experience working with multidisciplinary teams (Compliance, IT, Operations, etc.).
• Project Management: Ability to manage multiple projects simultaneously and meet deadlines.

Your Profile

• Experience: Minimum 2 years in banking, with a focus on tax services.
• Skills: Strong knowledge of financial instruments (Equities, Bonds, Structured Products, Derivatives – Listed or OTC) and their specific characteristics. Familiarity with European income and gains taxation is a plus. Proficiency in Microsoft Office is essential.
• Languages: Fluency in French and English is required; German, Italian, Spanish, or Portuguese is a plus.
• Mindset: Proactive, solution-oriented, and eager to learn. Strong problem-solving skills, ability to work quickly and efficiently, and a team player who thrives in a fast-paced environment.
   

Why Join Us

• Be part of a collaborative and innovative team.
• Work in a challenging yet rewarding environment.
• Develop your expertise and grow your career in a leading financial institution.
  
   

Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives