Senior Tax Manager - Global Private Bank

HSBC Private Bank; Genf; Vor Ort; CHF 100’000 - 130’000; Vollzeit

Zusammenfassung

As part of HSBC Private Bank in Geneva, you will function as a Tax Subject Matter Expert, ensuring compliance with Swiss and international tax regulations. This role entails collaborating across departments to implement effective tax procedures, providing technical advice, and serving as the primary contact for tax matters.

Qualifikationen

• Experience with QI, FATCA, CRS, Swiss Stamp Tax, DAC6 / MDR in a financial institution.
• Good understanding of private banking clients and tax rules.
• Fluency in English; knowledge of French is advantageous.

Aufgaben

• Monitor compliance with Tax regulations and processes.
• Provide technical advice and training on tax regimes.
• Support preparation for audits and address tax-related queries.

Kenntnisse

Analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Ausbildung

University, Business, or Law degree

Tools

Word

Excel

Adobe

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 practices, you will advise on and monitor the procedures and processes regarding the identification, tax treatment, and reporting of clients, including:

• Swiss taxes: Swiss Stamp Tax (SST), Swiss Withholding Tax, Additional Withholding Taxes, Tax Refund
• International tax regimes: Qualified Intermediary Agreement (QI), Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), EU DAC6 / OECD MDR
• Internal policies: Client Tax Transparency

Are you interested? Do you have experience dealing 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 strong understanding of cross-departmental procedures and act as a Tax Subject Matter Expert (SME) with key stakeholders.

You will proactively ensure accuracy, completeness, and effectiveness in QI, FATCA, SST, TTC operational compliance (withholding and reporting), and Automatic Exchange of Information (OECD Standard / CRS). You will support the risk management framework, understand risks clearly, and implement programs to stress test effectiveness. This involves interpreting and applying highly technical legislations related to QI, FATCA, SST, CRS, DAC6 / MDR, and supporting the digitalization of the tax function.

You will also need to maintain a good knowledge of key local and foreign tax legislations, including double taxation agreements, and understand the banking products and their interactions across the group to identify relevant tax considerations.

In this role you will:

• Monitor compliance with Regulatory and International Tax regimes for GPB entities
• Review procedures and activities periodically to ensure effectiveness, assess risks, and identify resolution areas
• 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, DIMs, and processes related to international and Swiss regimes
• Supervise Client Lifecycle Management teams, ensuring guidance is understood and implemented through training and checks
• Monitor developments and support their implementation
• Serve as the main contact point for fiscal matters in private banking booking centers, ensuring optimal client service
• Support preparation for external Swiss or US tax authorities and internal audits, following up on findings and recommendations
• Assist external clients with tax-related queries via meetings or calls

Requirements:

• University, Business, or Law degree
• Experience with QI, FATCA, CRS, Swiss Stamp Tax, DAC6 / MDR in a financial institution; knowledge of US and Non-US tax principles is desirable
• Good understanding of private banking clients, tax rules, and structures
• Flexible, curious, collaborative mindset to contribute to tax digitalization
• Highly organized, experienced in administrative processes, detail-oriented, and able to work independently under pressure
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Proficient in Word, Excel, Adobe, and internet research
• Fluent in English; French and other languages are advantageous

Due to immigration restrictions, applications from Swiss or EU citizens or those holding a valid Swiss work permit will be considered.

Even if you do not meet all qualifications, we encourage you to apply if you believe this role suits you.