US Tax Specialist
vor 3 Wochen
About the Role
We are seeking a highly skilled US Tax Specialist to join our team at Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA). As a key member of our compliance team, you will play a critical role in maintaining excellent regulatory tax compliance.
Your Key Responsibilities
- Assist in client data maintenance, mutation, controls (account openings, account closings, static data adjustments and controls)
- _tax cost-basis adjustments (security transfers, accounting method changes, death cases)
- Supplementary Withholding Tax Reporting to ESTV (USA, Canada, Australia) and transactional tax reporting (FTT)
- Assist Head Tax in Regulatory Reporting (1099, 1042, 1042-S, FATCA, AEI)
What We Offer
- A collaborative and agile work environment
- Opportunities for professional growth and development
- A competitive compensation and benefits package
About Vontobel
Vontobel is a global investment firm with a strong commitment to sustainability and long-term focus. We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about tax compliance and regulatory reporting, and want to be part of a dynamic and innovative team, please submit your application.
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