Tax Specialist

Union Bancaire Privée; Genf; On-site; CHF 90,000 - 130,000; Full time

Job summary

Union Bancaire Privée is seeking a Tax Specialist within the Client Documentation and Tax Services Department in Geneva. You will help ensure accurate tax statements across multiple jurisdictions and collaborate with Compliance, Operations, Front Office, and IT to improve tax processes.

The role requires 2+ years in banking tax services, strong knowledge of financial instruments, and fluency in French and English.

Qualifications

• In-depth knowledge of international tax regulations.
• Ability to analyze complex data and identify anomalies.
• Excellent communication skills to address Front Office and client inquiries.
• Experience working with multidisciplinary teams (Compliance, IT, Operations, etc.).
• Ability to manage multiple projects simultaneously and meet deadlines.

Responsibilities

• Review and validate tax statements for multiple jurisdictions to ensure compliance before client delivery.
• Collaborate with an external provider to ensure quality and accuracy of tax data prior to statement production.
• Address inquiries from the Front Office regarding tax statements with clear explanations.
• Coordinate with Compliance, Operations, Front Office and IT to ensure smooth tax processes.
• Contribute to tax data projects and participate in ongoing process improvements.

Skills

Tax Expertise

Analytical Skills

Client Orientation

Cross-Functional Collaboration

Project Management

Tools

Microsoft Office

Job description

Mission

We are seeking a motivated and detail-oriented Tax Specialist to join our Client Documentation and Tax Services Department.
As part of the Fiscal Reporting team, you will play a key role in ensuring the accuracy and quality of our clients' tax statements, while collaborating with various departments and external providers.
This is a unique opportunity to grow in a fast-paced, stimulating environment and contribute to impactful projects across the bank.

Main responsibilities

• Tax Statement Review & Validation
  • Review and validate tax statements for over 20 international jurisdictions, including Switzerland, France, Portugal, Mexico, and others.
  • Ensure that tax documents comply with local and international regulations before being sent to clients.
• Data Quality Assurance
  • Collaborate with our external provider to ensure the quality and accuracy of tax data before statement production.
  • Identify and correct anomalies or inconsistencies in the data to ensure reliable reporting.
• Client Support & Front Office Interaction
  • Address inquiries and requests from the Front Office regarding tax statements, providing clear and precise explanations.
  • Manage tax document orders in coordination with internal teams and external providers.
• Cross-Functional Collaboration
  • Work closely with Compliance, Operations, Front Office, and IT teams to ensure smooth management of tax processes.
  • Actively participate in cross-functional projects involving process improvements, regulatory updates, or strategic initiatives.
• Project Management
  • Contribute to side projects related to tax data, information systems, and operational processes.
  • Participate in the continuous improvement of tools and processes in collaboration with IT and other departments.

Key Skills & Qualifications

• Tax Expertise: In-depth knowledge of international tax regulations.
• Analytical Skills: Ability to analyze complex data and identify anomalies.
• Client Orientation: Excellent communication skills to address Front Office and client inquiries.
• Cross-Functional Collaboration: Experience working with multidisciplinary teams (Compliance, IT, Operations, etc.).
• Project Management: Ability to manage multiple projects simultaneously and meet deadlines.

Your Profile

• Experience: Minimum 2 years in banking, with a focus on tax services.
• Skills: Strong knowledge of financial instruments (Equities, Bonds, Structured Products, Derivatives - Listed or OTC) and their specific characteristics. Familiarity with European income and gains taxation is a plus. Proficiency in Microsoft Office is essential.
• Languages: Fluency in French and English is required; German, Italian, Spanish, or Portuguese is a plus.
• Mindset: Proactive, solution-oriented, and eager to learn. Strong problem-solving skills, ability to work quickly and efficiently, and a team player who thrives in a fast-paced environment.
  

Why Join Us

• Be part of a collaborative and innovative team.
• Work in a challenging yet rewarding environment.
• Develop your expertise and grow your career in a leading financial institution.
  

Core Competencies : Adherence to the company's values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives