Tax Specialist- Advisory
Vor 3 Tagen
Job Title: International Tax Compliance Expert - US Financial Services
About the Role:
We are seeking an experienced Tax Specialist to join our team in Michael Page as an International Tax Compliance Expert - US Financial Services. As a key member of our organization, you will be responsible for providing high-quality advice and support on FATCA, CRS, and QI rules.
About You:
To succeed in this role, you will have at least 3 years of experience in the financial services industry as a Risk/Compliance Officer, with a strong understanding of FATCA, CRS, and QI rules. You should be able to analyze and review wealth and legal structures from a tax compliance perspective and have excellent communication skills.
Responsibilities:
- Provide high-quality advice and support on FATCA, CRS, and QI rules acting as a first contact instance for business.
- Analyze complex cases together with Compliance WM during 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.
What We Offer:
We offer a competitive salary of approximately $120,000 per annum, depending on your level of experience. Additionally, we provide a range of benefits, including health insurance, retirement plans, and opportunities for career growth and development.
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