Tax and Documentation Specialist - Temporary 10 months

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 and Documentation 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.

Challenges

The employee’s mission also includes investigation and follow up on requests from internal/external auditors, authorities and Relationship managers.

Main responsibilities

• 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.
• Perform regular and ad-hoc reporting related to statistics and KPIs.
• 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.

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

Personal skills

• Swiss resident: Mandatory