Tax Operations Specialist

vor 4 Wochen

Zürich, Zürich, Schweiz Rothschild & Co Vollzeit

About Us

Rothschild & Co is a leading global financial services group with a rich history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct 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, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

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 in projects on tax-related topics and technical implementation of existing or new processes
  • Prepare and transmit data files to the outsourcing provider
  • Monitor tax reclaim requests with the outsourcing provider
  • Ensure the reimbursement chain to clients
  • Provide first-level support for inquiries from client advisors
  • Assist in the continuous improvement and further development of the entire tax reclaim process to ensure highest quality
  • Reconcile and prepare, as well as monitor and deliver, Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)
  • Monitor and invoice Swiss stamp taxes for Ex-Custody clients
  • Monitor and update withholding tax rates according to the Double Taxation Treaty (DTT) for Swiss and Foreign clients
  • Support function in further regulatory tax reporting topics such as U.S. Qualified Intermediary, U.S. FATCA, and Automatic Exchange of Information (CRS Reporting)
  • Identify new opportunities for process improvements and improve the efficiency and control environment
  • 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 working experience in tax-related areas and 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 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
  • Over the recent months 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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