Tax Operation Specialist

vor 6 Monaten

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

  • Global Tax Operations Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz Rothschild & Co Vollzeit

    About Our Team\rRothschild & Co, a leading global financial services group with a rich history of over 200 years, is committed to excellence in all aspects of our business. We are currently seeking an experienced Global Tax Operations Specialist to join our team.\rThe successful candidate will have at least two years of experience in tax-related areas and a...

  • Senior Tax Operations Specialist

    vor 4 Wochen

    Zürich, Zürich, Schweiz Rothschild & Co Vollzeit

    Rothschild & Co, a leading global financial services group with a rich history spanning over 200 years, is seeking a highly skilled Senior Tax Operations Specialist to join our team.About UsAs a family-controlled business built on relationships, we prioritize our people and strive to create an inclusive and supportive environment where diversity and...

  • Swiss Tax Operations Specialist with Global Reach

    vor 3 Wochen

    Zürich, Zürich, Schweiz 01288 Citibank (Switzerland) AG Vollzeit

    At 01288 Citibank (Switzerland) AG, we are seeking a highly skilled Senior Tax Operations Specialist to join our Non-US Tax Operations team in Zurich, Switzerland. This role is critical for maintaining and advancing our tax expertise in Swiss withholding Taxes, FTT, VAT and GST, particularly within Switzerland.The successful candidate will conduct in-depth...

  • Senior Tax Operations Specialist

    vor 6 Monaten

    Zürich, Schweiz 01288 Citibank (Switzerland) AG Vollzeit

    We are seeking a highly skilled Senior Tax Analyst to join our Non-US Tax Operations team in Zurich, Switzerland. This role is critical for maintaining and advancing our tax expertise in Swiss withholding Taxes, FTT, VAT and GST, particularly within Switzerland. The successful candidate will conduct in-depth analyses of complex global client booking...

  • Tax Operations Senior Analyst

    vor 1 Monat

    Zürich, Schweiz Citi Vollzeit

    We are seeking a skilled Tax Operations Analyst to join our global Wealth Client Tax Operations team in Zurich, Switzerland. This role is critical for maintaining and advancing client tax operations in Swiss withholding Taxes, FTT, VAT and GST, particularly within Switzerland. The successful candidate will conduct in-depth analysis of complex global client...

  • Tax Operations Senior Analyst

    vor 1 Monat

    Zürich, Schweiz Citigroup Inc. Vollzeit

    We are seeking a skilled Tax Operations Analyst to join our global Wealth Client Tax Operations team in Zurich, Switzerland. This role is critical for maintaining and advancing client tax operations in Swiss withholding Taxes, FTT, VAT and GST, particularly within Switzerland. The successful candidate will conduct in-depth analysis of complex global client...

  • Tax Specialist

    vor 1 Monat

    Zürich, Zürich, Schweiz LINDEMANNLAW Vollzeit

    Job Description:LINDEMANNLAW is a leading Swiss boutique law firm that specializes in legal and tax services for institutional clients in asset & wealth management, as well as highly successful entrepreneurs and ultra-high-net-worth individuals (UHNWI).We provide cutting-edge legal and tax services to Switzerland's and the world's most successful...

  • Tax Specialist

    vor 2 Monaten

    Zürich, Zürich, Schweiz Phoenix Search & Consulting Vollzeit

    Key Responsibilities:As a Group Tax Specialist, you will be responsible for ensuring overall corporate tax compliance and acting as the key point of contact for all corporate tax matters within the Group and Parent. You will offer technical expertise and guidance on complex international tax issues, collaborate closely with local Finance/Tax teams, and...

  • Operations Excellence Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz Boost inc Vollzeit

    Deine AufgabenWir suchen nach einem erfahrenen Operations Excellence Specialist, der unsere Geschäftsprozesse analysiert und verbessert. Als Operations Excellence Specialist bist du für die Entwicklung und Implementierung von Prozessoptimierungsstrategien verantwortlich. Du unterstützt bei der Einführung neuer Projekte und konzipierst Prozesse, die...

  • Group Tax Specialist

    vor 3 Monaten

    Zürich, Schweiz Phoenix Search & Consulting Vollzeit

    Key Tasks: Corporate tax management: Ensure overall corporate tax compliance  - Act as key point of contact for all corporate tax matters for Group and Parent - Offer technical expertise and guidance on complex (international) tax issues - Collaborate closely with the local Finance/Tax teams - Ensure that proper arrangements exist with local tax...

  • Senior Tax Specialist

    vor 2 Monaten

    Zürich, Zürich, Schweiz LINDEMANNLAW Vollzeit

    LINDEMANNLAW is a leading Swiss boutique law firm specializing in legal and tax services for institutional clients in asset & wealth management, as well as highly successful entrepreneurs and UHNWI clients. Our team advises on and implements investment funds, securitizations, holdings, trust and foundations in jurisdictions like Luxembourg, Cayman Islands,...

  • Graduate Program

    vor 2 Monaten

    8004 Zürich, ZH, Schweiz KPMG Vollzeit

    **Graduate Program - International Corporate Tax Consulting**: - Starte deine Karriere als Tax Consultant und profitiere durch Mandatsarbeit und Projekte in verschiedenen Bereichen der Steuerberatung! Die vielseitige und abwechslungsreiche Zusammenarbeit zwischen unseren spezialisierten Teams garantiert dir wertvolle Einblicke sowie eine optimale...

  • Technical Operations Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    Job SummaryWe are seeking a highly skilled Technical Operations Specialist to join our team at Company 81 - Manulife Data Services Inc.About the RoleThis is an exciting opportunity for an experienced IT professional to leverage their expertise in technical operations, server management, and problem-solving skills to support the delivery of high-quality...

  • Graduate Program

    vor 3 Monaten

    8004 Zürich, ZH, Schweiz KPMG Vollzeit

    **Graduate Program - International Corporate Tax Consulting**: - Starte deine Karriere als Tax Consultant und profitiere durch Mandatsarbeit und Projekte in verschiedenen Bereichen der Steuerberatung! Die vielseitige und abwechslungsreiche Zusammenarbeit zwischen unseren spezialisierten Teams garantiert dir wertvolle Einblicke sowie eine optimale...

  • Platform Operations Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    Job SummaryWe are seeking a highly skilled Platform Operations Specialist to join our team at Company 81 - Manulife Data Services Inc. The successful candidate will be responsible for providing user support services, consulting services, and proactive ownership of incidents until resolution.

  • Financial Operations Specialist

    vor 1 Monat

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    About the Role:We are seeking a highly skilled Cash Management Specialist to join our team at Company 81 - Manulife Data Services Inc.Key Responsibilities:Support daily cash management, including start-of-day cash reconciliation, cash projection review, and cash management.Process fee payments, fund transfers, and FX transactions to support funding needs of...

  • Tax Expert

    vor 1 Monat

    Zürich, Zürich, Schweiz LINDEMANNLAW Vollzeit

    LINDEMANNLAW is a leading Swiss boutique law firm providing expert legal and tax services to institutional clients and highly successful entrepreneurs. We specialize in investment funds, securitisations, holdings, trust and foundations, as well as alternative investments, escrow, real estate and wealth & estate planning.Key ResponsibilitiesDevelop and...

  • Data Center Operations Specialist

    Vor 2 Tagen

    Zürich, Zürich, Schweiz Microsoft Vollzeit

    Company OverviewAt Microsoft, we are committed to cultivating an inclusive work environment that positively impacts our culture every day.We are seeking a highly skilled Data Center Operations Specialist to join our team in delivering the core infrastructure and foundational technologies for Microsoft's online services.The successful candidate will perform a...

  • IT Technical Operations Specialist

    vor 4 Wochen

    Zürich, Zürich, Schweiz Kanadevia Inova Vollzeit

    Unlock Your Potential in Waste-to-X TechnologyWe are Kanadevia Inova, a pioneering force in the waste infrastructure space. Our mission is to create a sustainable future through technology and innovation.Welcome to our team of visionaries who transform waste into value!About the RoleWe are seeking an experienced IT Technical Operations Specialist to join our...

  • Zurich Fleet Operations Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz Lime Vollzeit

    Lime, the world's largest shared electric vehicle company, is seeking a data-driven and hands-on professional to join our Zurich Operations team as an Fleet Operations Specialist. We are on a mission to build a future where transportation is shared, affordable, and carbon-free.We're looking for someone with 1-3 years of professional work experience in...