Tax and Documentation Specialist

Bureau
Geneva
Date d'entrée
01.07.2025
Temps de travail
100%
Type de contrat
Permanent

Description

The Bank’s entire operations are managed by COO Division and are headed up by the Chief Operating Officer. It strives to provide both in-house and external clients with a first-rate service to ensure our business operates efficiently and at the best possible cost. The COO division comprises Operations, Finance, Information Management, Human Resources and Logistics. COO employees are committed to providing, with professionalism and enthusiasm, an efficient, proactive, high-quality service that meets the needs of clients within the context of the Bank’s overall strategy.


Mission

The Tax Specialist is a key element to ensure the quality and accuracy of the US and CRS reporting done by the Bank, in an environment which is subject to constant changes and evolutions.


Main responsibilities

Main duties

  • Participate in the Data preparation and validation for reportings such as FATCA/CRS
  • QI/FATCA/CRS Data quality control, Reconciliation and Reporting
  • Manage the documentation and indicia Dashboard for the WM. Provide relevant support, monitoring and required IT improvements.
  • Answer inquiries in relation to withholding taxes including QI/FATCA and CRS
  • Provide support to the front office about QI/FATCA and CRS
  • Perform regular controls on transactions and codification in our systems to ensure that the tax is properly levied and reported.
  • Monitoring and control of FATCA/CRS client documentation and change in circumstances
  • Follow up on requests from internal/external auditors, authorities

 

Core competencies


Open mind and team orientation:

  • Be open to other’s ideas.
  • Always balance personal and team interests keeping in mind that the Bank’s interest are the priority.
  • Express and accept constructive criticism.

 

Innovation and development:

  • Propose and seek improvement of the current tools and processes.
  • Be positive towards change and seek opportunities to improve the quality of the working environment.
  • Conitunuously work on knowledge improvement.

 

Corporate culture:

  • Be ‘solution oriented’ and have a strong sense of customer services.
  • Be proactive and driven.
  • Developp and maintain a relationship network within the various Bank departments.
  • Comply consistently with internal and external regulations.


Personal skills

  • Good knowledge of the financial products and associated transactions
  • Knowledge of US and CRS reporting rules
  • 3-5 years of experience in Tax Operation team or equivalent
  • Strong analytical skills, able to make complex data reconciliation
  • Ability to efficiently manage priorities
  • Be able to work independently but also as a team
  • Seek opportunities to improve the existing set-up
  • Go beyond specific assignments, walk the extra mile
  • Consistently comply with internal & external regulations
  • Maintain quality standards despite schedule pressures
  • Fluent in French and English


    Education

    • Education: Master Degree
    • Certification: Degree in Accounting, Finance, Tax (or equivalent)
    • Technical skills: Good knowledge with Excel, pivot table
    • IT Tools: Ms office

    Experience

    • Years of experience: 7-10 : senior
    • Experience required: Minimum of 7 years Banking experience in Tax services
    • Experience in private banking: Preferred

    Language

    • French: Fluent
    • English: Fluent

    OTHER

    • Swiss resident: Mandatory

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