Tax Advisor
vor 1 Woche
Michael Page - Switzerland is currently seeking a highly skilled Tax Advisor to join our client, a well-known Swiss Private Bank. As a key member of the Advisory Team, you will be responsible for providing expert advice and support on FATCA, CRS, and QI rules.
Job Description
Main Responsibilities:
- Provide high-quality advice and support on FATCA, CRS, and QI rules, acting as a first point of contact for business.
- Analyze complex cases together with Compliance WM at onboarding.
- Liaise with all major stakeholders, coordinate, and review solutions from a US tax and CRS perspective.
- Draft and update internal processes and procedures relating to QI (QDD), FATCA, and CRS (Compliance Program).
- Draft and update client tax documentation as well as communications to the Front Office and Clients.
- Act as an escalation unit for the Client Documentation Team and provide advice to Tax Services.
- Give training on QI, FATCA, and CRS to the Front Office and Client Documentation Teams.
- Provide high-quality advice and support on QI, FATCA, and CRS rules to the booking centers outside Switzerland.
- Assess tax risk in accordance with AMLA.
- Assess tax compliance of complex structures as well as transactions, also with a view to identify potential tax offenses.
- Participate in central initiatives, such as Swiss-wide or international Tax Compliance initiatives.
The Successful Applicant
Experience Required:
- 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.
- Capacity to deal with several matters simultaneously.
- 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.
What's on Offer
An assignment as a tax advisor.
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