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Grant reporting finance specialist
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Tax and Documentation Specialist
vor 4 Monaten
We are looking for a private banking a Tax and documentation analyst based in Geneva.
Responsabilities :
- Participate in the preparation and validation of data for regulatory reporting requirements such as FATCA and CRS. This involves ensuring the accuracy and completeness of the information.
- Oversee the quality control processes data, including reconciliation and reporting. Maintain robust controls to guarantee the integrity of the data.
- Manage the documentation and indicia dashboard for the Wealth Management division.
- Address inquiries related to withholding taxes, including those pertaining to QI/FATCA and CRS regulations.
- Offer support and guidance to the front office
- Conduct regular reviews of transactions and system codifications to ensure accurate tax calculation and reporting.
- Prepare both routine and ad-hoc reports related to various statistics and key performance indicators.
- Monitor and control the client documentation, including changes in client circumstances.
- Liaise with and respond to requests from internal and external auditors, as well as regulatory authorities.
Profile :
- Solid understanding of financial products and related transactions
- Knowledge of US and CRS (Common Reporting Standard) reporting requirements
- 4-7years of experience in a Tax Operations team or equivalent role
- Strong analytical skills, capable of performing complex data reconciliations
- Ability to effectively manage priorities
- Can work independently as well as collaboratively in a team
- Proactively seeks opportunities to improve existing processes
- French and English (fluent)
