Tax Operation Specialist

Rothschild & Co Bank AG; Zürich; Hybrid; CHF 120,000 - 160,000; Full time

Benefits offered by this job

Health & wellbeing

Pension contributions

Continuous learning

Hybrid/remote flexibility

Job summary

Rothschild & Co Bank AG in Zurich seeks an experienced Tax Reporting professional to support client tax reporting, reclaim services, and regulatory reporting for Swiss and international clients. You will ensure accuracy, monitor regulatory changes, and collaborate with IT and compliance; 3+ years of tax experience and fluency in English and German are essential.

The role offers hybrid work, extensive learning opportunities, and exposure to global tax projects within a leading financial services

Qualifications

• Degree in Law or Economics or equivalent qualification.
• At least 3 years working experience in tax-related areas and good understanding of tax reporting and operational tax processes.
• Analytical and problem-solving skills with high-quality standards and attention to detail.
• Strong communication skills and willingness to provide excellent service.
• Proactive work style with a strong customer focus.
• Fluent in English and German (written and spoken).
• Good MS-Word and MS-Excel knowledge (Pivot tables, VLOOKUP, etc).

Responsibilities

• Assisting in production of country specific Client Tax Reports.
• Processing error logs and maintaining acquisition data for accurate tax reports.
• Providing 1st level support for inquiries from client advisers.
• Continuously monitoring changes in domestic and international tax regulations, assessing their impact on existing tax rules sets and implementing necessary adjustments.
• Contributing to tax-related projects by designing efficient solutions, delivering business requirements and supporting the implementation of new or enhanced processes.
• Preparing and transmitting data files to the outsourcing provider for Tax Reclaim Service.
• Monitoring tax reclaim requests with the outsourcing provider and ensuring reimbursement to clients.
• Acting as a key contact for internal stakeholders regarding QI, FATCA and CRS.

Skills

Analytical skills

Communication skills

Proactive mindset

English & German fluency

MS Word & Excel

Avaloq knowledge

Education

Degree in Law or Economics or equivalent qualification

Tools

Avaloq

Job description

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Responsibilities

Client Tax Reporting

• Assisting in the production of country specific Client Tax Reports
• Processing error logs and maintaining acquisition data for accurate tax reports
• Providing 1st level support for inquiries from client advisers
• Continuously monitoring changes in domestic and international tax regulations, assessing their impact on existing tax rules sets and implement necessary adjustments to ensure accurate tax treatment
• Contributing to tax-related projects by designing efficient solutions, delivering business requirements and supporting the implementation of new or enhanced processes

Tax Reclaim Service

• Preparing and transmitting data files to the outsourcing provider
• Monitoring of tax reclaim requests with the outsourcing provider
• Ensuring the reimbursement chain to the clients
• Providing 1st level support for inquiries from Client Advisers
• Driving continuous improvement and development of the entire tax reclaim process to ensure efficiency and high quality

Regulatory Tax Reporting

• Managing U.S. Qualified Intermediary (QI), FATCA, and CRS reporting, including timely and accurate submission of all regulatory reports to the related Federal Tax Administrations
• Performing reconciliation and testing of tax data to ensure completeness and compliance with international and Swiss regulatory standards
• Reviewing and maintaining rule sets for regulatory tax reportings, ensuring alignment with evolving legislation and internal policies
• Implementing regulatory changes in processes and systems, collaborating with IT and compliance teams for technical integration
• Acting as a key contact for internal stakeholders regarding QI, FATCA and CRS
• Maintaining and regularly updating withholding tax rates for Swiss and Foreign clients in accordance with applicable Double Tax Treaties (DTT)
• Reconciling, preparing and submitting Swiss stamp tax (Form 9) and supplementary withholding tax (Form 182) to the Swiss Federal Tax Administration (ESTV) on a quarterly basis, ensuring accuracy and compliance with regulatory requirements

Experience, Skills and Competencies Required

• Degree in Law or Economics or equivalent qualification
• At least 3 years working experience in tax-related areas and good understanding of tax reporting and operational tax processes
• Analytical and problem-solving skills with high-quality standards and attention to detail
• Strong communication skills and willingness to provide excellent service
• Proactive work style with a strong customer focus
• Fluent communication skills in English and German (written and spoken)
• Good MS-Word and MS-Excel knowledge (Pivot tables, Vlookup functions etc)
• Application Avaloq know-how is an advantage

Benefits

• Rothschild & Co provides a wide range of health and wellbeing services, supported by above-average employer contributions to pension and social insurance, strengthening your long-term financial security.
• A collaborative, respectful and inclusive workplace where people feel valued, empowered and able to contribute their ideas.
• A purpose-driven culture guided by our long-standing principles of being thoughtful, creative and principled, with a focus on responsible and long-term decision-making.
• Continuous learning through in-house training opportunities and financial support for external education and professional certifications.
• Flexible ways of working with the possibility to work from home up to 40%, based on the role.