Tax Operation Specialist

Vor 3 Tagen

Zürich, Zürich, Schweiz Rothschild & Co Vollzeit

About Us
 

Rothschild & Co is a leading global financial services group with seven generations of family control and a 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.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Responsibilities

Assisting in the production of country specific Client Tax Reports

Monitoring and implementing new tax rules

1st level support for inquiries from client advisors

Collaboration in projects on tax-related topics and technical implementation of existing or new processes

Preparing and transmitting of data files to the outsourcing provider

Monitoring of tax reclaim requests with the outsourcing provider

Ensuring the reimbursement chain to the clients

1st level support for inquiries from client advisors

Assisting in the continuous improvement and further development of the entire tax reclaim process to ensure highest quality

Reconciliation and preparation as well as monitoring and delivery of Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)

Monitoring and invoicing of Swiss stamp taxes for Ex-Custody clients

Monitoring and updating the withholding tax rates according to the Double taxation treaty (DTT) for Swiss and Foreign clients

Supporting function in further regulatory tax reporting topics such as:
- U.S. Qualified Intermediary
- U.S. FATCA
- Automatic Exchange of Information (CRS Reporting)

Identifying new opportunities for process improvements and improve the efficiency and control environment

Monitoring and handling of FinfraG, MiFIR and EMIR Transaction Reporting

Recognizing and solving issues

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 inhouse 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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