Tax Operations Specialist
vor 1 Woche
About Us
Rothschild & Co is a leading global financial services group with a rich history of over 200 years at the forefront of the world's financial markets. Our expertise, intellectual capital, and global network enable us to provide a unique perspective that makes a meaningful difference to our clients, communities, and planet.
We have 4,200 talented specialists on the ground in over 40 countries around the world, delivering a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management, and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Responsibilities
- Assist in the production of country-specific client tax reports
- Monitor and implement new tax rules
- Provide first-level support for inquiries from client advisors
- Collaborate on tax-related projects and implement existing or new processes
- Prepare and transmit data files to the outsourcing provider
- Monitor tax reclaim requests with the outsourcing provider
- Ensure reimbursement chains to clients
- Provide first-level support for inquiries from client advisors
- Assist in the continuous improvement and development of the tax reclaim process
- Reconcile and prepare Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)
- Monitor and invoice Swiss stamp taxes for Ex-Custody clients
- Update withholding tax rates according to the Double Taxation Treaty (DTT) for Swiss and Foreign clients
- Support regulatory tax reporting topics such as U.S. Qualified Intermediary, U.S. FATCA, and Automatic Exchange of Information (CRS Reporting)
- Identify opportunities for process improvements and enhance efficiency and control environments
- Monitor and handle FinfraG, MiFIR, and EMIR Transaction Reporting
- Recognize and solve issues
- Be the contact person for institutional clients and requests
- Ensure compliance with all regulatory and transactional tax reporting obligations
Experience, Skills, and Competencies Required
- Degree in Law or Economics or equivalent qualification
- At least 2 years of experience in tax-related areas and a 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 a 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
Benefits
- Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
- We are conducive to creating a working environment and culture where people can succeed
- We provide a variety of in-house trainings, as well as tuition assistance for further education and training courses
- Everyone can choose to incorporate agile working principles into their working week
- We have learned a great deal about the adaptability, commitment, and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home
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