Tax Reclaim Specialist
vor 2 Monaten
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
Within the Technology & Operations unit, Tax Operations provide tax related services for the Lombard Odier Front Office as well as for our external Business Process Outsourcing “BPO” Clients. The successful candidate will work within the Tax Reclaim & Analysis team with 10 colleagues and will be responsible for the production and verification of tax reclaim forms, as well as monitoring tax reclaim cases, requiring regular interactions with tax administrations, custodians and front office colleagues. In addition, the successful candidate will be providing other tax-related services to our internal and external clients.
This individual will mainly work together with team members to deliver a high-quality tax reclaim service, but also with other Tax Operations teams and other internal stakeholders (such as IT, Risk Management and Legal) to identify, anticipate, test and follow up on any issues or changes that might have an impact on our service offering. The successful candidate will need to be detail and solution-oriented as well as technology curious, and autonomous with strong analytical skills, while maintaining a clear communication with the various stakeholders.
Our Tax Reclaim & Analysis team offers a cooperative and autonomous work environment with flexible working time. You will be surrounded with operational specialists of various backgrounds, working within a dynamic and constantly evolving tax related environment.
YOUR ROLE- Manage the production of tax reclaim forms for Lombard Odier clients and BPO clients;
- Follow up on tax reclaim cases and liaise with key internal and external stakeholders;
- Contribute to testing as part of the dedicated in-house tax reclaim tool enhancements;
- Provide support for tax related data analysis;
- Draft and maintain operational procedures, KRIs and KPIs.
- Bachelor degree in Finance or Business Administration or equivalent considered an advantage but “CFC”/”Maturité professionnel bancaire” also considered;
- Previous experience within Tax Operations, other operations experience considered as a strong advantage;
- Excellent communication skills;
- Proactive and able to work independently with good attention to detail;
- Comfortable with administrative tasks;
- Fluent in English and French (written and spoken). Other languages considered an asset (German, Italian, Spanish or other languages);
- Resident in Switzerland or willing to relocate to Switzerland.
Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.
As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.
It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
#J-18808-Ljbffr-
Tax Reclaim Specialist
vor 2 Monaten
Genf, Schweiz Lombard Odier Group VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Tax Specialist- Advisory
vor 2 Monaten
Genf, Schweiz Michael Page International (Switzerland) SA VollzeitAbout Our ClientFor our client, a well-known Swiss Private Bank, we are currently looking for:Tax Specialist - AdvisoryJob DescriptionMain ResponsibilitiesProvide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business.Analyse complex cases together with Compliance WM at onboarding.Liase with all major...
-
Risk Manager Taxes
vor 4 Monaten
1201 Genf, GE, Schweiz coni+partner AG VollzeitOur client is an international bank in Geneva. We are looking for a tax specialist (m, f, d) as a Risk Manager Taxes Aufgaben Qualifikation Degree in Law or Economics / Further training such as EXPERTsuisse, LL.M. with a focus on tax, CAS or MAS in Taxation, etc. / Solid professional experience in the field of tax at a bank, at a BigFour in tax consulting or...
-
Tax Specialist- Advisory
vor 2 Monaten
Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientFor our client, a well-known Swiss Private Bank, we are currently looking for:Tax Specialist - Advisory TeamJob DescriptionMain ResponsibilitiesProvide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business.Analyse complex cases together with Compliance WM at onboarding.Liase with all major...
-
Tax Advisory Professional
vor 1 Monat
Genf, Genf, Schweiz Michael Page VollzeitAbout the RoleAs a Tax Specialist-Advisory, you will be responsible for providing high-quality advice and support on FATCA, CRS, and QI rules to our clients.We are seeking an experienced professional with expertise in financial services risk/compliance, specifically in areas related to tax compliance, risk assessment, and regulatory requirements. The ideal...
-
Genf, Schweiz Impact Initiatives VollzeitGeneva, Switzerland (with possibility of up to 20% travel)We are currently looking for a Data Specialist to support our team in the Global Humanitarian Planning & Prioritization Unit in our Geneva Headquarters office.The Data Specialist will be part of the REACH Humanitarian Planning & Prioritization Unit based in IMPACT HQ, supporting the Multi-Sector Needs...
-
Senior Data Officer/Data Specialist – Public Health Unit
vor 3 Monaten
Genf, Schweiz Impact Initiatives VollzeitGeneva, Switzerland with up to 20% of deployment timeWe are currently recruiting for a global Public Health Unit data role at either Senior Officer or Specialist level (depending on experience).Under the supervision of IMPACT’s Public Health Unit (PHU) Manager, the Senior Data Officer/Data Specialist is responsible for leading the data work of the PHU and...
-
(Junior) Consultant Banking Regulatory
vor 5 Monaten
Genf, GE, Schweiz BearingPoint Global VollzeitDeine Benefits Corporate Benefits Flexibles Arbeiten Mentorship Persönliche Weiterentwicklung Teamspirit Vertrauensurlaub Vergütungsmodell Work-Life-Choice Deine zukünftigen Aufgaben BearingPoint is a leading independent management and technology consulting firm in Europe. As part of the strengthening of its activities in Switzerland, BearingPoint is...
-
(Junior) Consultant Banking Regulatory
vor 5 Monaten
Genf, GE, Schweiz BearingPoint Switzerland . Vollzeit**Your Benefits**: - Dynamic working environment in international teams with diverse backgrounds - Insight into different companies and industries as well as new challenges on exciting projects - Various opportunities to grow professionally and personally and to design your own career - Numerous training and coaching opportunities - Flexible working time...
-
Camp Coordination and Camp Management
vor 3 Monaten
Genf, Schweiz Impact Initiatives VollzeitWe are currently looking for a REACH Assessment Specialist to coordinate REACH Global Programmes CCCM portfolio:Under the supervision of the REACH Public Services, Markets and Infrastructure Unit Manager, the Global CCCM (Camp Coordination and Camp Management) Assessment Specialist is responsible for the development of the organization’s CCCM portfolio....
-
Data Specialist – Innovation
vor 2 Monaten
Genf, Schweiz Cagi VollzeitREACH was born in 2010 as a joint initiative of two International NGOs (IMPACT Initiatives and ACTED) and the United Nations Operational Satellite Applications Programme (UNOSAT). REACH works to promote and facilitate the development of information products that enhance the humanitarian community’s decision making and planning capacity for emergency,...
-
Genf, Genf, Schweiz Michael Page VollzeitWe are seeking a highly skilled Senior Accountant to join our team in Switzerland. As a key member of our corporate services department, you will play a critical role in managing financial administration for client companies.Job Responsibilities:Independently manage financial administration for client companies in Switzerland;Prepare and review financial...
-
Genf, Schweiz Impact Initiatives VollzeitWe are currently looking for a Specialist to lead the AAP portfolio in HQ.Title: Assessment Specialist – Accountability to Affected PeopleLocation: Geneva with travel (up to 25% field deployment)Contract duration: 6 months with possibility of renewalStart date: February 2025POSITION PROFILEUnder the direct supervision of the Senior Research Manager of the...
-
Multilingual Communication Specialist
vor 2 Monaten
Genf, Genf, Schweiz Verbal Voyage Vollzeit € 22 - € 6'000 pro StundeVerbal Voyage is an esteemed language service providerWe collaborate with public and private sector clients throughout the EU to facilitate access to vital services like healthcare for non-English speakers.Our mission involves offering interpretation in over 450 languages and dialects via telephone or video. We're seeking proficient Arabic, French, and...
-
Multilingual Communication Specialist
vor 1 Monat
Genf, Genf, Schweiz Verbal Voyage Vollzeit € 22 - € 6'000 pro StundeVerbal Voyage is an esteemed language service providerWe collaborate with public and private sector clients throughout the EU to facilitate access to vital services like healthcare for non-English speakers.Our mission involves offering interpretation in over 450 languages and dialects via telephone or video. We're seeking proficient Arabic, French, and...
-
HR Shared Services Specialist
vor 4 Wochen
Genf, Schweiz General Dynamics Corporation VollzeitResponsibilities for this PositionLocation: Geneva, CHFlexible Work Arrangement: HybridCareer Level: ProfessionalRequisition Id: 3320Since 1967, Jet Aviation has been crafting flight in its smoothest form. From one hangar in Basel, Switzerland, to some 4,000 employees, and some 50 locations worldwide. Aircraft Management, Aircraft Sales, Charter,...
-
Wealth Planner
vor 5 Monaten
Genf, GE, Schweiz Rothschild & Co VollzeitAbout Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and...
-
KYC expert
vor 4 Wochen
Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientFor our client, a well-known private bank, we are currently looking for several KYC specialists.Job DescriptionObjectivesEnsure adequate AML and KYC, KYT, documentary accuracy (CDB) and adverse news screening risk mitigation on client reviews as well as the completeness of corroboration, according to the Bank's Qualitative risk appetite,...
-
KYC expert
vor 2 Monaten
Genf, Schweiz Michael Page International (Switzerland) SA VollzeitAbout Our Client For our client, a well known private bank, we are currently looking for several KYC specialists Job DescriptionObjectivesEnsure adequate AML and KYC, KYT, documentary accuracy (CDB) and adverse news screening risk mitigation on client reviews as well as the completeness of corroboration, according to the Bank's Qualitative risk appetite,...
-
Compliance Specialist
Vor 5 Tagen
Genf, Schweiz Lombard Odier Group VollzeitCompliance Specialist - Transaction MonitoringApply locations Geneva time type Full time posted on Posted 4 Days Ago job requisition id R0005492A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our...
