Tax Specialist (Temporary 6 months)

UNION BANCAIRE PRIVÉE, UBP SA; Genf; Vor Ort; CHF 100.000 - 140.000; Vollzeit

Zusammenfassung

UNION BANCAIRE PRIVÉE, UBP SA in Geneva seeks a data reconciliation professional to support client documentation and tax services. You will investigate breaks between internal and provider data, implement corrections, and assist with QA and documentation.

The role requires strong analytical skills, 3–4+ years in banking operations or tax services, and fluency in French and English. Familiarity with financial instruments and Microsoft Excel is essential.

Qualifikationen

• 3–4+ years in banking operations, data quality, reconciliations, or tax services.
• Knowledge of financial instruments (equities, bonds, structured products, listed/OTC derivatives).
• Detail oriented and logic driven; able to spot inconsistencies in positions, transactions, and tax statements.
• Strong analytical skills; comfortable with large datasets, pattern detection, and root cause analysis.
• Proficient in Microsoft Excel (lookups, pivots, formulas); basic data management skills.
• Solid understanding of tax fundamentals and transactional flows; clear communication with IT and external providers.
• Fluency in French and English.

Aufgaben

• Reconciliations: Investigate and close breaks between internal data (positions/transactions) and provider data; identify root causes and implement corrections.
• Data Corrections & QA: Detect patterns across large datasets; propose durable fixes and prevention rules; coordinate updates with IT and the provider; execute non regression tests after changes.
• Tax Statement Readiness: Ensure reconciliations are completed pre production so statements align with country specific tax laws.
• Documentation: Keep review checklists, reconciliation procedures, and team documentation up to date.

Kenntnisse

Data reconciliation

Data quality

Analytical thinking

Excel

Tools

Excel advanced

Jobbeschreibung

Mission

Join our Client Documentation & Tax Services Department to support data reconciliation activities for Fiscal Reporting.

Main responsibilities

• Reconciliations: Investigate and close breaks between internal data (positions/transactions) and provider data; identify root causes and implement corrections.
• Data Corrections & QA: Detect patterns across large datasets; propose durable fixes and prevention rules; coordinate updates with IT and the provider; execute non regression tests after changes.
• Tax Statement Readiness: Ensure reconciliations are completed pre production so statements align with country specific tax laws.
• Documentation: Keep review checklists, reconciliation procedures, and team documentation up to date.

Your profile

• 3–4+ years in banking operations, data quality, reconciliations, or tax services.
• Knowledge of financial instruments (equities, bonds, structured products, listed/OTC derivatives).
• Detail oriented and logic driven; able to spot inconsistencies in positions, transactions, and tax statements.
• Strong analytical skills; comfortable with large datasets, pattern detection, and root cause analysis.
• Proficient in Microsoft Excel (lookups, pivots, formulas); basic data management skills.
• Solid understanding of tax fundamentals and transactional flows; clear communication with IT and external providers.
• Fluency in French and English.
  

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