Tax Specialist (Temporary 6 months)

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

Job summary

UBP - Union Bancaire Privée in Geneva is seeking a skilled professional to join the Client Documentation & Tax Services Department to support data reconciliation activities for Fiscal Reporting.

You will investigate reconciliations between internal data and provider data, drive corrections, and ensure tax statements align with country rules; strong Excel skills and bilingual French/English are required.

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.
• Fluency in French and English.

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

Analytical thinking

Attention to detail

Communication with IT

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