Client Tax Officer

TN Switzerland; Zürich; Vor Ort; CHF 80’000 - 100’000; Vollzeit

Zusammenfassung

An established industry player in wealth management is seeking a detail-oriented individual to manage tax reporting inquiries. In this pivotal role, you will ensure accurate tax report preparation and delivery, while collaborating with external partners and internal teams. Your analytical skills will shine as you conduct random checks on reports and prepare essential data extracts. This dynamic environment offers the opportunity to develop your expertise in banking and tax reporting while contributing to a collaborative team. If you are motivated and have a passion for precision, this role is a perfect fit for you.

Qualifikationen

• Sound knowledge of banking with a focus on taxes and tax reporting.
• Very good analytical and conceptual skills required.

Aufgaben

• Responsible for tax reporting for clients and external partners.
• Data preparation and delivery for tax reports.
• Supporting other departments with tax projects.

Kenntnisse

Tax Reporting

Analytical Skills

Structured Thinking

Attention to Detail

Teamwork

Office Skills

Knowledge of CIM

Knowledge of Apsys

German Language

English Language

French Language

Tools

CIM

New Access

Jobbeschreibung

My client is a European Wealth Management company who is part of a large banking group.

YOUR TEAM AND YOUR ENVIRONMENT

In this challenging role, you will be responsible for all enquiries relating to tax reporting for our clients.

THE SKILLS YOU WILL DEVELOP

• Responsible for tax reporting for clients (consultants, external partners)
• Data preparation and delivery of necessary data extracts for the preparation of tax reports to the external partner (incl. lists with the portfolios for which the reporting is to be prepared)
• Random checks of the tax reports created by the external partner
• Coding of the dispatch instructions in the system (CIM) for archiving the reports
• Archive the tax reports using the system (New Access)
• Delivery of the reports to the customers
• Ensuring the charging of fees for the delivered tax reports in cooperation with the customer advisors
• Request tax certificates for DE dividend payments from the custodians
• Creation of Earnings & Charges reports for clients
• Manual preparation of acquisition data reports for netted customers/delivered securities
• Determination and manual documentation of acquisition data for securities deliveries and delivery of this information to external partners for tax reporting
• Supporting other departments with tax projects

REQUIRED SKILLS

• Sound knowledge of banking, with a focus on taxes / tax reporting
• Analytical, structured and abstract thinking skills
• Ability to work independently, carefully and reliably
• Very good analytical and conceptual skills
• Quick comprehension, good teamwork skills and high motivation
• Good Office user skills / knowledge of CIM and Apsys an advantage
• Good knowledge of German and English, French an advantage