Description

Tax Operation SpecialistRothschild & CoRothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth.With a team of 4,800 talented financial services specialists on the ground in 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.Rothschild & Co Wealth ManagementFor over 200 years, Rothschild & Co’s freedom to offer objective advice and our commitment to personal service have combined to shape and grow our private clients’ wealth, building value for generations. Our dynamic growth and ambitious targets in relation to quality, innovation and reliability have created a need for the above-mentioned role.ResponsibilitiesClient Tax ReportingAssisting in the production of country specific Client Tax ReportsProcessing error logs and maintaining acquisition data for accurate tax reportsProviding 1st level support for inquiries from client advisersContinuously monitoring changes in domestic and international tax regulations, assessing their impact on existing tax rules sets and implement necessary adjustments to ensure accurate tax treatmentContributing to tax-related projects by designing efficient solutions, delivering business requirements and supporting the implementation of new or enhanced processesTax Reclaim ServicePreparing and transmitting data files to the outsourcing providerMonitoring of tax reclaim requests with the outsourcing providerEnsuring the reimbursement chain to the clientsProviding 1st level support for inquiries from Client AdvisersDriving continuous improvement and development of the entire tax reclaim process to ensure efficiency and high qualityRegulatory Tax ReportingManaging U.S. Qualified Intermediary (QI), FATCA, and CRS reporting, including timely and accurate submission of all regulatory reports to the related Federal Tax AdministrationsPerforming reconciliation and testing of tax data to ensure completeness and compliance with international and Swiss regulatory standardsReviewing and maintaining rule sets for regulatory tax reportings, ensuring alignment with evolving legislation and internal policiesImplementing regulatory changes in processes and systems, collaborating with IT and compliance teams for technical integrationActing as a key contact for internal stakeholders regarding QI, FATCA and CRSMaintaining and regularly updating withholding tax rates for Swiss and Foreign clients in accordance with applicable Double Tax Treaties (DTT)Reconciling, preparing and submitting Swiss stamp tax (Form 9) and supplementary withholding tax (Form 182) to the Swiss Federal Tax Administration (ESTV) on a quarterly basis, ensuring accuracy and compliance with regulatory requirementsExperience, Skills and Competencies RequiredDegree in Law or Economics or equivalent qualificationAt least 3 years working experience in tax-related areas and good understanding of tax reporting and operational tax processesAnalytical and problem-solving skills with high-quality standards and attention to detailStrong communication skills and willingness to provide excellent serviceProactive work style with a strong customer focusFluent 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 advantageBenefitsRothschild & 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 wellbeingWe are conducive to creating a working environment and culture where people can succeedWe provide a variety of inhouse trainings, as well as tuition assistance for further education and training coursesEveryone can choose to incorporate agile working principles into their working weekWe 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 homeIf you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool. jid85d8319a jit0207a jiy26a