Tax Operation Specialist

Client Tax Reporting

Tax Reclaim Service

Regulatory Tax Reporting

• 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
• Continuously monitoring changes in domestic and international tax regulations, assessing their impact on existing tax rules sets and implementing necessary adjustments to ensure accurate tax treatment
• Contributing to tax-related projects by designing efficient solutions, delivering business requirements and supporting the implementation of new or enhanced processes
• Preparing and transmitting data files to the outsourcing provider
• Monitoring of tax reclaim requests with the outsourcing provider
• Ensuring the reimbursement chain to the clients
• Providing 1st level support for inquiries from Client Advisers
• Driving continuous improvement and development of the entire tax reclaim process to ensure efficiency and high quality
• Managing Qualified Intermediary (QI), FATCA, and CRS reporting, including timely and accurate submission of all regulatory reports to the related Federal Tax Administrations
• Performing reconciliation and testing of tax data to ensure completeness and compliance with international and Swiss regulatory standards
• Reviewing and maintaining rule sets for regulatory tax reportings, ensuring alignment with evolving legislation and internal policies
• Implementing regulatory changes in processes and systems, collaborating with IT and compliance teams for technical integration
• Acting as a key contact for internal stakeholders regarding QI, FATCA and CRS
• Maintaining and regularly updating withholding tax rates for Swiss and Foreign clients in accordance with applicable Double Tax Treaties (DTT)
• Reconciling, preparing and submitting Swiss stamp tax (Form 9) and supplementary withholding tax (Form 182) to the Swiss Federal Tax Administration (ESTV) on a quarterly basis, ensuring accuracy and compliance with regulatory requirements

• 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 and German (written and spoken)
• Good MS-Word and MS-Excel knowledge (Pivot tables, Vlookup functions etc)
• Application Avaloq know-how is an advantage

• Rothschild & Co provides a wide range of health and wellbeing services, supported by above-average employer contributions to pension and social insurance, strengthening your long-term financial security.
• A collaborative, respectful and inclusive workplace where people feel valued, empowered and able to contribute their ideas.
• A purpose-driven culture guided by our long-standing principles of being thoughtful, creative and principled, with a focus on responsible and long-term decision-making.
• Continuous learning through in-house training opportunities and financial support for external education and professional certifications.
• Flexible ways of working with the possibility to work from home up to 40%, based on the role.