Tax Specialist; Temporary

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.

• 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.

• 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.