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. 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 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. Qualifications
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. Benefits & Why Join Us
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. Core Competencies
Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility. Compliance with regulations and internal directives.
#J-18808-Ljbffr
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. Qualifications
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. Benefits & Why Join Us
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. Core Competencies
Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility. Compliance with regulations and internal directives.
#J-18808-Ljbffr
Tax Specialist Arbeitgeber: UBP - Union Bancaire Privée
Als Arbeitgeber bieten wir Ihnen die Möglichkeit, in einem dynamischen und innovativen Umfeld zu arbeiten, das sich auf die Transformation zur Cloud spezialisiert hat. Unsere Unternehmenskultur fördert Zusammenarbeit und kontinuierliches Lernen, während wir Ihnen durch gezielte Schulungen und Entwicklungsmöglichkeiten helfen, Ihre Fähigkeiten im Bereich Microsoft 365 und moderne Arbeitsplatzlösungen auszubauen. Genießen Sie die Vorteile eines flexiblen Arbeitsumfelds und die Chance, an spannenden Projekten zu arbeiten, die einen echten Unterschied für unsere Kunden machen.
Kontaktdaten:
UBP - Union Bancaire Privée Recruiting-Team
