Tax Operation Specialist

Rothschild & Co; Zürich; Hybrid; CHF 110.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health & wellbeing

Inclusive culture

Continuous learning

Flexible remote work

Diversity of teams

Competitive pension

Zusammenfassung

Rothschild & Co in Zürich seeks a tax reporting specialist to manage client tax reporting, regulatory compliance, and data reconciliation. You will monitor shifts in Swiss and international tax rules, support client advisers, and coordinate with outsourcing partners to ensure accurate tax reclaim processes.

Degree in Law or Economics and 3+ years in tax reporting are expected; fluency in English and German is required. A hybrid work model with flexible remote options is offered.

Qualifikationen

• Degree in Law or Economics or equivalent qualification.
• 3+ years tax reporting experience and understanding of tax processes.
• Analytical, detail-oriented with strong communication skills.
• Fluent in English and German (written and spoken).

Aufgaben

• Prepare country-specific tax reports and client tax reporting.
• Monitor regulatory changes and implement necessary adjustments.
• Provide first-line support for inquiries from client advisers.
• Coordinate tax reclaim processing with outsourcing provider.
• Maintain QI, FATCA and CRS reporting accuracy and timeliness.
• Reconcile tax data to ensure regulatory compliance.

Kenntnisse

Tax reporting

Regulatory reporting

Data reconciliation

English-German fluency

Avaloq know-how

Ausbildung

Degree in Law or Economics

Jobbeschreibung

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.
• One reason for the long-term success of our business is the importance we place on being principled It is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people – and we look for the same qualities from them in return
• Our teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world.
• We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients