Tax Specialist

Vor 6 Tagen


Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

About Our Client

Michael Page - Switzerland is currently seeking a highly skilled Tax Specialist - Advisory to join our team. Our client is a well-established Swiss Private Bank that requires a professional with expertise in tax advisory services.

Job Description

The successful candidate will be responsible for providing high-quality advice and support on FATCA, CRS, and QI rules. This will involve acting as a first point of contact for business, analyzing complex cases, and liaising with stakeholders to coordinate and review solutions from a US tax and CRS perspective.

Main Responsibilities

  • Provide expert advice and support on FATCA, CRS, and QI rules to ensure compliance with regulatory requirements.
  • Analyze complex cases and work with Compliance teams to ensure accurate and timely onboarding.
  • Coordinate and review solutions from a US tax and CRS perspective to ensure alignment with regulatory requirements.
  • Draft and update internal processes and procedures relating to QI, FATCA, and CRS.
  • Develop and maintain client tax documentation and communications to the Front Office and Clients.
  • Act as an escalation unit for the Client Documentation Team and provide advice to Tax Services.
  • Deliver 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 booking centers outside Switzerland.
  • Assess tax risk in accordance with AMLA.
  • Assess tax compliance of complex structures and transactions, identifying potential tax offenses.
  • Participate in central tax compliance initiatives.

Requirements

  • Minimum 3 years of experience in the financial services industry as a Risk/Compliance Officer.
  • Subject matter expertise on FATCA, CRS, and QI rules.
  • Ability 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.

What We Offer

An exciting opportunity to work with a leading Swiss Private Bank as a Tax Specialist - Advisory.


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