Tax and Documentation Specialist
vor 1 Monat
Zweigstelle :Geneva
Eintrittsdatum :01.05.2024
Arbeitszeit :100%
Domain :COO
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The Bank’s entire operations are managed by COO Division and are headed up by the Chief Operating Officer. It strives to provide both in-house and external clients with a first-rate service to ensure our business operates efficiently and at the best possible cost. The COO division comprises Operations, Finance, Information Management, Human Resources and Logistics. COO employees are committed to providing, with professionalism and enthusiasm, an efficient, proactive, high-quality service that meets the needs of clients within the context of the Bank’s overall strategy.
MissionThe Tax and Documentation Specialist is a key element to ensure the quality and accuracy of the US and CRS reporting done by the Bank, in an environment which is subject to constant changes and evolutions.
ChallengesThe employee’s mission also includes investigation and follow up on requests from internal/external auditors, authorities and Relationship managers.
Main responsibilities- Participate in the Data preparation and validation for reportings such as FATCA/CRS.
- QI/FATCA/CRS Data quality control, Reconciliation and Reporting.
- Manage the documentation and indicia Dashboard for the WM. Provide relevant support, monitoring and required IT improvements.
- Answer inquiries in relation to withholding taxes including QI/FATCA and CRS.
- Provide support to the front office about QI/FATCA and CRS.
- Perform regular controls on transactions and codification in our systems to ensure that the tax is properly levied and reported.
- Perform regular and ad-hoc reporting related to statistics and KPIs.
- Monitoring and control of FATCA/CRS client documentation and change in circumstances.
- Follow up on requests from internal/external auditors, authorities.
Core competencies
Open mind and team orientation:
- Be open to other’s ideas.
- Always balance personal and team interests keeping in mind that the Bank’s interest are the priority.
- Express and accept constructive criticism.
Innovation and development:
- Propose and seek improvement of the current tools and processes.
- Be positive towards change and seek opportunities to improve the quality of the working environment.
- Conitunuously work on knowledge improvement.
Corporate culture:
- Be ‘solution oriented’ and have a strong sense of customer services.
- Be proactive and driven.
- Developp and maintain a relationship network within the various Bank departments.
- Comply consistently with internal and external regulations.
- Education: Master Degree
- Certification: Degree in Accounting, Finance, Tax (or equivalent)
- Technical skills: Good knowledge with Excel, pivot table
- IT Tools: Ms office
- Years of experience: 7-10 : senior
- Experience required: Minimum of 7 years Banking experience in Tax services
- Experience in private banking: Preferred
- French: Fluent
- English: Fluent
- Swiss resident: Mandatory
Zurück zur ListeOnline-Bewerbung
Portal für Online-Bewerbungen – Richtlinien für den Umgang mit personenbezogenen Informationen potenzieller Kandidaten/innen
Das System für Online-Bewerbungen (nachfolgend das «Online-Bewerbungsportal» oder «Portal») der Union Bancaire Privée, UBP SA, (nachfolgend «die UBP») wird von unserem Hauptsitz in Genf aus gemäss schweizerischem Recht, namentlich den Datenschutz betreffend, sowie auf der Grundlage nachfolgender Grundsätze betrieben. Es ermöglicht allen Personen (nachfolgend «die Kandidaten/innen»), Bewerbungen zu den im Online-Bewerbungsportal ausgeschriebenen offenen Stellen sowie Spontanbewerbungen einzureichen. Davon ausgenommen sind Personalvermittlungsunternehmen und Headhunters.
Die UBP garantiert, dass sie über das Online-Bewerbungsportal übermittelte Personendaten wie Vor- und Nachnamen, Anschrift und andere im Zusammenhang mit der Identität oder dem beruflichen Werdegang der Kandidaten/innen stehende Informationen (nachfolgend die «Personendaten») vertraulich behandeln wird. Die Bank wird diese auf einem internen gesicherten Server speichern, zu dem nur die zur Bearbeitung der betreffenden Bewerbung ermächtigten Personen Zugriff haben. Mit der Übermittlung der Personendaten über das Online-Bewerbungsportal akzeptieren die Kandidaten/innen die Risiken der Datenübertragung via Internet, die keinen absoluten Datenschutz garantiert.
Durch die Übermittlung ihrer Personendaten erlauben die Kandidaten/innen, dass diese von der UBP und/oder jeder Zweigstelle der UBP Gruppe (nachfolgend «die UBP Gruppe»), insbesondere von den jeweiligen Human-Resources-Abteilungen im Rahmen der Rekrutierung neuer Mitarbeiter zur Prüfung und Nachverfolgung der Bewerbungen verwendet werden. Liegt für eine offene Stelle der Arbeitsort ausserhalb der Schweiz oder könnte ein Kandidaten/innenprofil eine Zweigstelle der UBP Gruppe im Ausland interessieren, erklären sich die Kandidaten/innen im Voraus damit einverstanden, dass ihre Personendaten der betreffenden Zweigstelle zugestellt werden. Des Weiteren akzeptieren sie, dass das für besagte Zweigstelle im Ausland geltende Recht nicht unbedingt einen dem schweizerischen Recht entsprechenden Daten- oder Arbeitnehmerschutz gewährleistet.
Die UBP verpflichtet sich, ohne Zustimmung der Kandidaten/innen keine vorgenannten Personendaten an Dritte ausserhalb der UBP Gruppe weiterzuleiten, zu veröffentlichen und/oder zu verkaufen, es sei denn, diese Informationsübermittlung erfolge auf Anfrage einer staatlichen, gerichtlichen oder anderen Aufsichtsbehörde und/oder sei von Gesetzes wegen verordnet. Teilen die Kandidaten/innen der UBP den Namen einer Referenzperson mit, müssen sie diese im Voraus davon in Kenntnis setzen und akzeptieren, dass die Vertreter der UBP mit ihr Kontakt aufnehmen.
Falls Kandidaten/innen ihre Bewerbung sowohl über ein Personalvermittlungsunternehmen oder einen Headhunter als auch über das Online-Bewerbungsportal einreichen, wird die UBP einzig die zuerst eintreffende Bewerbung berücksichtigen. Die Kandidaten/innen werden daran erinnert, dass sie laut schweizerischem Recht Zugang zu den sie betreffenden Personendaten haben und dass Ihnen das Recht zusteht, falsch mitgeteilte Informationen zu berichtigen. In diesem Falle werden die Kandidaten/innen gebeten, die UBP über das Online-Bewerbungsportal mit der genauen Angabe des Zwecks ihrer Anfrage zu kontaktieren. Die Bewerbungsunterlagen der Kandidaten/innen werden während der zu ihrer Prüfung erforderlichen Zeit aufbewahrt, die Originale in der Folge an die Kandidaten/innen zurückgeschickt und allfällige Kopien zerstört. Eine Ausnahme bilden die mit dem Einverständnis der Kandidaten/innen aufbewahrten Unterlagen.
Mit der Eingabe von Personendaten in das Online-Bewerbungsportal der UBP
- stimme ich einer Bearbeitung damit gemäss den oben erläuterten Grundsätzen zu, die ich zur Kenntnis genommen habe.
- stimme ich einer Aufbewahrung meiner Bewerbungsunterlagen durch die UBP zu, falls die Bank dies im Hinblick auf künftige Stellen für sinnvoll erachtet.
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