Tax Specialist - Regulatory Reporting

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 reporting done by the Bank, as a regulatory obligation, in an environment which is subject to constant changes and evolutions.


Main responsibilities

Main responsibilities:

 

  • Daily monitoring and control of regulatory reporting (MIFID II / EMIR / FMIA / DTD) sent to the reporting platform(s) (i.e. locals regulators)
  • Monitoring and review of new regulatory reporting within the team (EMIR UK, SFTR UK, Mifid PT, CFTC)
  • Monthly reconciliations, quality control and statistics of the data reported
  • Manage inquiries and investigate questions and issues about the taxes or regulatory reporting from other departments of the Bank or from external counterparties
  • Understand regulatory risk sensitivity and has an end-to-end view of the Bank’s flow/process
  • Correction of consistency issues, update reporting tool’s database
  • Liaising and coordinating with the department responsible for the underlying data for the necessary corrections, explanations, data input and resubmission of the corrected report(s)
  • Communication with the reporting engine providers (ARM, APA, TR)
  • Performing regular and ad-hoc reporting related to statistics for internal and external parties
  • Contribute to all testing linked to regulatory and reporting updates
  • Active participation in reg reporting projects (Audit inquiries, Provider specifications changes & Regulator inquiries) including data mining and in-depth investigation

 

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

  • Knowledge of Financial instruments (Equities, Bonds, Structured products, Derivatives Listed or OTC…), their features and specific characteristics
  • Minimum of 3 years Banking experience in Tax services
  • Able to work under a fast paced environment and being dedicated
  • Knowledge of income and gains taxation for European countries
  • Coordinate and drive various departments to reach a common target
  • Ability to efficiently manage priorities
  • Be able to work independently but also as a team
  • Express opinions and criticism in a constructive way
  • Go beyond specific assignments, walk the extra mile
  • Maintain quality standards despite schedule pressures
  • Strong Microsoft office knowledge
  • Strong communication skills


    Education

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

    Experience

    • Years of experience: 7-10 : senior
    • Experience required: Reg reporting experience preferred.
    • Experience in private banking: Preferred

    Language

    • French: Fluent
    • English: Fluent

    OTHER

    • Swiss resident: Mandatory

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