Tax Specialist

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.

• Tax Statement Review & Validation – Review and validate tax statements for over 20 international jurisdictions, including Switzerland, France, Portugal, Mexico, and others.
• Ensure that tax documents comply with local and international regulations before being sent to clients.
• 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 Compliance, Operations, Front Office, and IT teams to ensure smooth management of tax processes.
• Actively participate in cross-functional projects involving process improvements, regulatory updates, 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.
• Regulatory Compliance & Reporting – Stay updated on tax regulatory changes across the covered jurisdictions.
• Prepare detailed reports and maintain comprehensive documentation to meet audit and regulatory requirements.

• Experience:
  
  Minimum 2 years in banking, 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.
• Languages:
  
  Fluency in French and English is required;
  German, Italian, Spanish, or Portuguese is a plus.
• 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.

• Be part of a collaborative and innovative team.
• Work in a challenging yet rewarding environment.
• Develop your expertise and grow your career in a leading financial institution.

• Adherence to the company’s values:
  Dedication, Conviction, Agility and Responsibility.
• Compliance with regulations and internal directives.