Senior Tax Manager - Global Private Bank

HSBC; Genf; Vor Ort; CHF 90’000 - 120’000; Vollzeit

Zusammenfassung

HSBC in Switzerland is seeking a Tax SME to oversee tax compliance and support international tax processes. The role requires collaboration across departments to ensure adherence to regulations such as QI, FATCA, and CRS, engaging actively with clients and stakeholders for optimal service delivery.

Qualifikationen

• Experience with QI, FATCA, CRS, Swiss Stamp Tax, DAC6/MDR
• Strong understanding of tax laws and compliance regulations
• Ability to interpret and apply complex legislation

Aufgaben

• Monitor compliance with Regulatory and International Tax regimes.
• Provide technical advice and support regarding International Tax matters.
• Supervise processes ensuring compliance with tax reporting requirements.

Kenntnisse

Tax Compliance

Regulatory Knowledge

Risk Management

Tax Reporting

Ausbildung

Degree in Finance or Tax Law

Jobbeschreibung

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

Under the direction of the Head of Client Tax Governance and in line with Group policy and best practice, you will advise on and monitor procedures related to the identification, tax treatment, and reporting of clients' taxes: Swiss taxes such as Swiss Stamp Tax (SST), Swiss Withholding Tax, Additional Withholding Taxes, and tax refunds. You will also handle international tax regimes including Qualified Intermediary Agreement (Q.I.A), FATCA, CRS, and EU DAC6/OECD MDR. Internal policies on Client Tax Transparency will also be part of your scope.

Are you interested? Do you have experience with QI, FATCA, CRS, Swiss Stamp Tax, DAC6/MDR within a financial institution, and knowledge of general US and Non-US tax principles? Do you enjoy being part of a cohesive team?

If you answered yes to any of these questions, we want to hear from you!

What you will do:

The jobholder will need to develop a good understanding of cross-departmental procedures and act as a Tax SME with key stakeholders.

You must proactively ensure accuracy, completeness, and effectiveness in compliance with QI, FATCA, SST, CRS, and TTC operational taxes (withholding and reporting), as well as Automatic Exchange of Information (OECD Standard / CRS). Supporting risk management, understanding risks, and implementing stress tests will be key. This role involves interpreting and applying highly technical legislations and supporting the digitalization of the tax function.

You will also need to maintain a solid knowledge of key local and foreign tax legislations, including double taxation agreements, and understand the interaction of business and banking products across the group to identify tax components.

In this role you will:

• Monitor compliance with Regulatory and International Tax regimes for related GPB entities
• Review procedures and activities periodically to ensure effectiveness, assess risks, and identify resolutions
• Build and maintain relationships with other departments and management to communicate priorities based on regulatory changes
• Provide technical advice, training, and support on Regulatory and International Tax regimes
• Create and review internal procedures related to international and Swiss regimes
• Supervise Client Lifecycle Management teams, ensuring guidance is understood and implemented through training and quality checks
• Monitor developments in the above areas and support their implementation
• Serve as a main contact for fiscal matters within private bank booking centers, ensuring optimal client service
• Support the preparation for external Swiss or US tax authorities and internal audit, following up on findings and recommendations
• Assist external clients with tax-related queries through meetings or calls