Tax Reclaim Specialist

Vor 2 Tagen


Genf, Genf, Schweiz Lombard Odier & Cie Vollzeit
Overview

Lombard Odier & Cie, a renowned global wealth and asset manager, offers a unique opportunity to join their Tax Reclaim & Analysis team. With a strong focus on sustainable investing and a commitment to excellence, this firm is an innovative bank of choice for private and institutional clients.

As one of the best-capitalized banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents, Lombard Odier provides a comprehensive offering of discretionary and advisory portfolio management, wealth services, and custody.

Job Summary

We are seeking a skilled Tax Reclaim Specialist to join our team. The successful candidate will be responsible for producing and verifying tax reclaim forms, monitoring tax reclaim cases, and providing other tax-related services to internal and external clients.

This role requires excellent communication skills, attention to detail, and the ability to work independently. The successful candidate will also contribute to testing as part of the dedicated in-house tax reclaim tool enhancements and provide support for tax-related data analysis.

Responsibilities
  • 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
Requirements

To succeed in this role, you should have:

  • A Bachelor's degree in Finance or Business Administration or equivalent
  • Previous experience within Tax Operations, with other operations experience considered an advantage
  • Excellent communication skills
  • Proactive and able to work independently with good attention to detail
  • Fluent in English and French (written and spoken)
  • Resident in Switzerland or willing to relocate to Switzerland
Compensation

The estimated salary for this position is between CHF 60,000 and CHF 80,000 per year, depending on experience. This figure may vary based on factors such as location, industry standards, and individual qualifications.



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