US Tax Specialist

What would your role be?

• Tax Reclaim (being first service contact for third-party providers)
• Assist in client data maintenance, mutation, controls (account openings, account closings, static data adjustments and controls)
• Assist Head Tax in Regulatory Reporting (1099, 1042, 1042-S, FATCA, AEI)
• Client tax reporting (US + Swiss Tax Statements)
• Tax cost-basis adjustments (security transfers, accounting method changes, death cases)
• Data controls, reconciliations
• Supplementary Withholding Tax Reporting to ESTV (USA, Canada) and transactional tax reporting (FTT)

• At least four years of practical working experience in the above topics, with a focus on tax reclaim, either in the financial services industry or a consulting/audit company
• Excellent working knowledge of FATCA/QI and AEI regimes
• Understanding of the banking business
• Very good written and spoken German and English
• Exposure to US-specific tax reporting advantageous
• Experience working with Avaloq and expert knowledge with excel beneficial

• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Small teams with flat hierarchy and collaboration on all levels.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?