Tax Reporting Specialist (80-100%)

Vontobel; Zürich; On-site; CHF 120,000 - 170,000; Full time

Benefits offered by this job

Free lunch

Open-office environment

Latest technology & tools

Flat hierarchy

Job summary

Vontobel invites professionals to join the Tax area, taking responsibility for producing and coordinating Client Tax Reports. The role includes monitoring new tax rules, working with relationship managers, and advancing tax service capabilities.

The ideal candidate combines analytical skills with strong communication and teamwork, and shows openness to AI-enabled tools and new processes in a dynamic financial services environment.

Qualifications

• Broad theoretical job knowledge typically obtained through advanced education.
• Ability to explain facts, policies and practices related to this job area.
• Flair for figures.
• Excellent problem-solving skills and attention to detail.
• Strong communication skills.
• Good teamwork skills.
• Affinity for AI and willingness to embrace AI-enabled tools and ways of working.

Responsibilities

• Responsibility for the internal production of Client Tax Reports.
• Coordinate and secure quality of externally produced Client Tax Reports.
• Monitoring and implementing new tax rules as well as developing the Tax Service in general.
• 1st point of contact for inquiries from relationship manager.
• Acquisition data management in the core banking system.
• Collaboration in projects on tax-related topics and technical implementation of existing or new processes.

Skills

Figures

Problem-solving

Communication

Teamwork

AI affinity

Explain policies

Job description

Are you looking to launch or further push your career in the Tax area? We have an amazing and challenging opportunity for you at Vontobel, where you will be able to take responsibility for various Client Tax Reportings.

Responsibilities

• Responsibility for the internal production of Client Tax Reports.
• Coordinate and secure quality of externally produced Client Tax Reports.
• Monitoring and implementing new tax rules as well as developing the Tax Service in general.
• 1st point of contact for inquiries from relationship manager.
• Acquisition data management in the core banking system.
• Collaboration in projects on tax-related topics and technical implementation of existing or new processes.

Requirements

• An entry level or experienced professional who applies broad theoretical job knowledge typically obtained through advanced education.
• Capability in explaining facts, policies and practices related to this job area.
• Flair for figures.
• Excellent problem-solving skills and attention to detail.
• Strong communication skills.
• Good teamwork skills.
• Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.

What do we offer?

• Top Zurich location with collaboration spaces and free lunch.
• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.

We work according to agile principles, especially in our way of thinking and our methodology, and we work with mutual trust.

Agile environment in how we think, the way we work and our trust for each other.

Location Requirement

This role is based in Zurich but will move to Baar in 2030, ensuring close alignment with key stakeholders in the business.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself.

As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

At Vontobel, you are building better futures for our clients and society, as well as for yourself.

By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment.

Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities.

We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

If you have any questions you can contact us through our contact form.

Private Clients

Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draw on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.

Vontobel Career Page