Tax Specialist (Temporary 8 months)

Union Bancaire Privée; Genf; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Union Bancaire Privée seeks a Tax Specialist to join our Client Documentation and Tax Services Department, ensuring accurate tax statements across jurisdictions and collaborating with Front Office, IT, and Operations to improve processes.

You bring at least 4 years in banking or tax, strong knowledge of financial instruments, and fluency in French and English. This dynamic role involves managing complex data and assisting clients with inquiries.

Qualifikationen

• Minimum 4 years in banking or tax environment.
• Strong knowledge of financial instruments and their characteristics.
• Proficiency in Microsoft Office.
• Fluent in French and English; additional languages a plus.

Aufgaben

• Tax Statement Review & Validation across multiple jurisdictions (e.g., Switzerland, France, Portugal, Mexico).
• Data Quality Assurance with external provider to ensure accuracy of tax data.
• Client Support & Front Office interaction, providing clear explanations.
• Cross-Functional Collaboration with Operations, Front Office, IT.
• Project Management and process improvements across tax data/tools.
• Reporting and monitoring tax regulatory changes; maintaining checklists and docs.

Kenntnisse

Financial instruments knowledge

Microsoft Office

French

English

German

Italian

Spanish

Portuguese

Team player

Problem-solving

Jobbeschreibung

• Contract Type Temporary

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 statements are consistent with the country-specific tax rules.
• 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 Operations, Front Office, and IT teams to ensure smooth management of tax processes.
  • Actively participate in cross-functional projects involving process improvements 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.
• Reporting
  • Stay updated on tax regulatory changes across the covered jurisdictions.
  • Maintain up-to-date tax statement checklists, process/procedure documents, and any other team-relevant documentation.
    

Your Profile

• Experience: Minimum 4 years in banking or tax environment 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.
• 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.
• Detail-oriented and logic-driven, able to quickly detect discrepancies in tax statements.
• Analytical Skills: Ability to analyze complex data and identify anomalies in database.
• Client Orientation: Excellent communication skills to address Front Office and client inquiries.
• Cross-Functional Collaboration: Experience working with multidisciplinary teams (IT, Operations, etc.).
• Project Management: Ability to manage multiple projects simultaneously and meet deadlines.
• Languages: Fluency in French and English is required; German, Italian, Spanish, or Portuguese is a plus.

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