Tax Expert (Fixed-term contract - 12 months)

Bank Pictet & Cie (Europe) AG, succursale de Luxembourg; Menningen; Vor Ort; EUR 70.000 - 90.000; Vollzeit

Zusammenfassung

A leading financial services firm in Germany is seeking a Tax Specialist to provide expert advice on tax classification of financial products and ensure compliance with tax regulations. The ideal candidate will have a master’s degree in economics or law and at least five years of experience in corporate tax matters, particularly in Luxembourg. This role requires fluency in both French and English, alongside excellent writing and teamwork skills. Join us to contribute to our ongoing commitment to quality and adherence to tax laws.

Qualifikationen

• Minimum of five years of experience in a similar function.
• Knowledge of the tax environment in European countries.

Aufgaben

• Advise on tax classification of financial products.
• Support for CRS/FATCA & QI implementation.
• Participate in the development of tax strategies.
• Organize and participate in tax review meetings.

Kenntnisse

Corporate tax expertise in Luxembourg

Fluent in French

Fluent in English

Excellent writing skills

Teamwork

Ausbildung

Master’s degree in economics or law

Jobbeschreibung

Pictet is an investment‑led service company, offering wealth management, asset management and related services.

We are an independent investment partnership known for our long‑term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim to do the right thing and honour our commitment to enduring quality.

With more than CHF 686 billion in assets under management or custody as of December 31st 2023, Pictet is today one of the leading Europe‑based independent wealth and asset managers.

The Group is headquartered in Geneva, where its activities began, and employs more than 5000 employees. With 30 offices, it is also present in Amsterdam, Basel, Barcelona, Brussels, Dubai, Frankfurt, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel‑Aviv, Tokyo, Turin, Verona, Shanghai, New York and Zurich.

Your team

The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.

Corporate Functions includes the Group’s non‑banking activities and employs more than 600 people. These functions are carried out by specialists with expertise across all business units, and include Communications, Compliance, Finance, Human Resources, Information Security, Internal Audit, Legal, Organisation & Digital, Risk and Tax departments.

The role of the function is to provide advice and play a key role in all corporate tax‑related matters for the Pictet Wealth Management and Pictet Asset Services clients in Luxembourg, as well as in other BPAG European branches.

Your role

• Provide advice on tax classification of financial products and tax conformity of investments for the Bank and the Management Companies in Luxembourg.
• Support for the implementation, operation, and control of CRS/FATCA & QI, under the supervision of the Group Tax Department in Geneva.
• Assistance with the implementation, operation, and control of DAC6, under the supervision of the Group Tax department in Geneva. Participation in the ABBL working group on DAC6.
• Participate to the development of the Bank’s tax strategy for clients and products and ensure alignment with tax laws and regulations.
• Organization of and participation in the weekly Luxembourg CRT (Tax Review Committee): upstream analysis of cases, opinions, and recommendations on tax documentation.
• Support on tax issues relating to SPVs: Review of SPV tax returns - SPV accounting and ad hoc issues - Helping to understand transactions from a tax perspective, e.g., tax memos from external tax specialists - Coordination and participation in meetings with external tax specialists.
• Provide support and advice on the following subjects: FATCA, CRS, DAC6 & QI.
• Ensure regulatory watch and monitor development in local and international tax regimes.
• Keep abreast of existing and upcoming laws and regulations relating to tax.

Your profile

• Holder of a master’s degree in economics or law
• At least five years’ experience in a similar function
• Expertise in corporate tax matters in Luxembourg.
• Knowledge of the tax environment in other European countries.
• Excellent writing and presentation skills.
• Able to work well in a team and on your own when required, as well as under time pressure and accurately.
• Fluent in French and English

Note

We will not accept any CVs via agencies

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.