Mission
Join our Client Documentation & Tax Services Department to support data reconciliation activities for Fiscal Reporting.
Main responsibilities
- Reconciliations: Investigate and close breaks between internal data (positions/transactions) and provider data; identify root causes and implement corrections.
- Data Corrections & QA: Detect patterns across large datasets; propose durable fixes and prevention rules; coordinate updates with IT and the provider; execute non regression tests after changes.
- Tax Statement Readiness: Ensure reconciliations are completed pre production so statements align with country specific tax laws.
- Documentation: Keep review checklists, reconciliation procedures, and team documentation up to date.
Your profile
- 3-4+ years in banking operations, data quality, reconciliations, or tax services.
- Knowledge of financial instruments (equities, bonds, structured products, listed/OTC derivatives).
- Detail oriented and logic driven; able to spot inconsistencies in positions, transactions, and tax statements.
- Strong analytical skills; comfortable with large datasets, pattern detection, and root cause analysis.
- Proficient in Microsoft Excel (lookups, pivots, formulas); basic data management skills.
- Solid understanding of tax fundamentals and transactional flows; clear communication with IT and external providers.
- Fluency in French and English.
Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives
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Tax Specialist (Temporary 6 months) in Genf Arbeitgeber: Union Bancaire Privée
UBP bietet eine herausragende Arbeitsumgebung, die von einer agilen Unternehmenskultur geprägt ist und Mitarbeiterinitiativen fördert. Als Senior Change Lead im Wealth Management haben Sie die Möglichkeit, bedeutende Veränderungen in einem dynamischen Team zu gestalten und Ihre Karriere durch gezielte Weiterbildungsangebote und ein starkes Netzwerk innerhalb der Organisation voranzutreiben. Zudem profitieren Sie von einem internationalen Arbeitsumfeld in der Schweiz, das Vielfalt und persönliche Entwicklung schätzt.
