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Tax Operation Specialist – Zürich | JobRevolt

Über den Job

Rothschild & Co is a leading global financial services group with seven generations of family control and over 200 years of history at the centre of the world's financial markets. With 4,600 specialists in over 40 countries, they deliver expertise across Global Advisory, Wealth Management, Asset Management and Five Arrows, built on relationships and inclusive values.

Aufgaben

Assisting in the production of country specific Client Tax Reports
Processing error logs and maintaining acquisition data for accurate tax reports
Providing 1st level support for inquiries from client advisers
Monitoring changes in domestic and international tax regulations and implementing necessary adjustments
Contributing to tax-related projects by designing efficient solutions and supporting implementation
Preparing and transmitting data files to the outsourcing provider for tax reclaim service
Monitoring of tax reclaim requests and ensuring the reimbursement chain to clients
Driving continuous improvement and development of the tax reclaim process
Managing U.S. Qualified Intermediary (QI), FATCA, and CRS reporting and submission to Federal Tax Administrations
Performing reconciliation and testing of tax data to ensure completeness and compliance with regulatory standards
Reviewing and maintaining rule sets for regulatory tax reportings
Implementing regulatory changes in processes and systems in collaboration with IT and compliance teams
Acting as a key contact for internal stakeholders regarding QI, FATCA and CRS
Maintaining and updating withholding tax rates for Swiss and Foreign clients in accordance with Double Tax Treaties
Reconciling, preparing and submitting Swiss stamp tax (Form 9) and supplementary withholding tax (Form 182) to the Swiss Federal Tax Administration (ESTV) quarterly

Profil

Degree in Law or Economics or equivalent qualification
At least 3 years working experience in tax-related areas and good understanding of tax reporting and operational tax processes
Analytical and problem-solving skills with high-quality standards and attention to detail
Strong communication skills and willingness to provide excellent service
Proactive work style with a strong customer focus
Fluent communication skills in English (written and spoken)
MS-Word and MS-Excel knowledge (Pivot tables, Vlookup functions etc.)
Application Avaloq know-how is an advantage

Rahmenbedingungen

Ort: Zollikerstrasse 181, 8008 Zürich
Kontakt: Rothschild & Co Bank AG

Benefits

Wide range of health and wellbeing services with above-average employer contributions to pension and social insurance
Collaborative, respectful and inclusive workplace where people feel valued and empowered
Purpose-driven culture guided by principles of being thoughtful, creative and principled
Continuous learning through in-house training opportunities and financial support for external education and professional certifications
Flexible working with the possibility to work from home up to 40%, based on the role

Tax Operation Specialist

Über den Job

Über den Job

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Rahmenbedingungen

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