US Tax Specialist

vor 4 Wochen

Zürich, Zürich, Schweiz Vontobel Holding AG Vollzeit

We are seeking a highly skilled US Tax Specialist to join our team at Vontobel Swiss Financial Advisers. As a key member of our compliance team, you will be responsible for maintaining excellent regulatory tax compliance. Your role will involve working closely with the Head of Tax, Client Relationship Managers, and the head of Group Tax to ensure seamless tax operations.

Key Responsibilities:

  • Tax Reclaim: Be the first point of contact for third-party providers and ensure timely and accurate tax reclaim.
  • Client Tax Reporting: Prepare and submit US and Swiss tax statements for clients.
  • Data Maintenance: Assist in maintaining client data, including account openings, closings, and static data adjustments.
  • Tax Cost-Basis Adjustments: Make adjustments to security transfers, accounting method changes, and death cases.
  • Data Controls and Reconciliations: Ensure accurate and timely data controls and reconciliations.
  • Supplementary Withholding Tax Reporting: Prepare and submit reports to ESTV (USA, Canada, Australia) and transactional tax reporting (FTT).
  • Regulatory Reporting: Assist the Head of Tax in preparing regulatory reports (1099, 1042, 1042-S, FATCA, AEI).

Requirements:

  • At least four years of practical experience in tax compliance, with a focus on tax reclaim.
  • Excellent working knowledge of FATCA/QI and AEI regimes.
  • Understanding of the banking business.
  • Very good written and spoken German and English.
  • Exposure to US-specific tax reporting advantageous.
  • Experience working with Avaloq beneficial.

What We Offer:

  • A friendly, diverse team in an open-office space.
  • All the latest technology to help you excel and advance.
  • An agile environment with collaboration on all levels.
  • Flat hierarchy with collaboration on all levels.
  • The option for home office (Flexible working times), diverse benefits, and a first-class lunch menu.

We are looking for talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. If you are passionate about tax compliance and want to be part of a dynamic team, we encourage you to apply.

At Vontobel, you will be part of a global investment firm that is committed to creating better futures for our clients and society. We are a majority family-owned and publicly listed company with a 100-year commitment to sustainability.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

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