Tax Specialist

• 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.
 

• Main 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.
       
• Your Profile
  • 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.
     
• 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.
     
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Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives