Union Bancaire Privée

Tax Specialist (Temporary 6 months)

3 Tage alt

Angaben zum Job

Union Bancaire Privée
Firma Union Bancaire Privée
Kategorie Finanzen / Controlling
Pensum 100%
Lohn (geschätzt) CHF 88'000 – 112'000 / Jahr
Einsatzort Geneva

Job-Inhalt

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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