Tax Specialist

vor 3 Wochen


Genf, Genf, Schweiz Michael Page Vollzeit
Job Title: FATCA, CRS and QI Specialist

We are seeking a highly skilled Tax Specialist to join our team at Michael Page. As a Tax Specialist - Advisory, you will play a crucial role in providing expert advice and support on FATCA, CRS and QI rules.

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 teams at onboarding.
  • Liaise with 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.
Experience Required:
  • At least 3 years of experience in the financial services industry as a Risk/Compliance Officer in a similar function.
  • Subject matter expertise on FATCA, CRS and QI rules.
  • Ability to deal with several matters simultaneously.
  • Able 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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