Tax Specialist (Temporary 6 months)

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

Job summary

Union Bancaire Privée in Geneva seeks a specialist to support data reconciliation for Fiscal Reporting within Client Documentation & Tax Services. You will investigate breaks between internal and provider data and implement corrections.

Candidate should have 3-4+ years in banking operations, strong Excel skills, and fluency in French and English. You will work with IT and external providers to ensure accuracy and compliance.

Qualifications

• 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.

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.

Skills

Data reconciliation

Data QA

Excel

Analytical skills

Tools

Excel

Job description

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