Tax Specialist

Vor 6 Tagen


Genf, Genf, Schweiz Michael Page Vollzeit
Key Responsibilities

We are seeking a highly skilled Tax Specialist to join our team in an advisory capacity. As a key member of our compliance team, you will be responsible for providing expert advice and support on FATCA, CRS, and QI rules.

  • Provide high-quality advice and support on FATCA, CRS, and QI rules to our business stakeholders.
  • Analyze complex cases with our Compliance team to ensure accurate and timely onboarding.
  • Coordinate and review solutions from a US tax and CRS perspective to ensure compliance with regulatory requirements.
  • Draft and update internal processes and procedures relating to QI, FATCA, and CRS.
  • Draft and update client tax documentation and communicate with our Front Office and Clients.
  • Act as an escalation unit for our Client Documentation Team and provide advice to our Tax Services team.
  • Provide training on QI, FATCA, and CRS to our Front Office and Client Documentation Teams.
  • Assess tax risk in accordance with AMLA and identify potential tax offenses.
  • Participate in central tax compliance initiatives to ensure compliance with regulatory requirements.
Requirements

To be successful in this role, you will need:

  • Experience in the financial services industry as a Risk/Compliance Officer, with at least 3 years in a similar function.
  • Subject matter expertise on FATCA, CRS, and QI rules.
  • Ability to analyze and review wealth and legal structures from a tax compliance perspective.
  • Well-versed on regulations and documentation in relation to onboarding of US clients.

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