Global Tax Specialist — Data Quality & Client Support

Union Bancaire Privée; Genf; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Union Bancaire Privée seeks a Tax Specialist to join our Client Documentation and Tax Services Department, ensuring accurate tax statements across jurisdictions and collaborating with Front Office, IT, and Operations to improve processes.

You bring at least 4 years in banking or tax, strong knowledge of financial instruments, and fluency in French and English. This dynamic role involves managing complex data and assisting clients with inquiries.

Qualifikationen

• Minimum 4 years in banking or tax environment.
• Strong knowledge of financial instruments and their characteristics.
• Proficiency in Microsoft Office.
• Fluent in French and English; additional languages a plus.

Aufgaben

• Tax Statement Review & Validation across multiple jurisdictions (e.g., Switzerland, France, Portugal, Mexico).
• Data Quality Assurance with external provider to ensure accuracy of tax data.
• Client Support & Front Office interaction, providing clear explanations.
• Cross-Functional Collaboration with Operations, Front Office, IT.
• Project Management and process improvements across tax data/tools.
• Reporting and monitoring tax regulatory changes; maintaining checklists and docs.

Kenntnisse

Financial instruments knowledge

Microsoft Office

French

English

German

Italian

Spanish

Portuguese

Team player

Problem-solving

Jobbeschreibung

Union Bancaire Privée seeks a Tax Specialist to join our Client Documentation and Tax Services Department, ensuring accurate tax statements across jurisdictions and collaborating with Front Office, IT, and Operations to improve processes.

You bring at least 4 years in banking or tax, strong knowledge of financial instruments, and fluency in French and English. This dynamic role involves managing complex data and assisting clients with inquiries.