Responsibilities
Client Tax Reporting
- 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
Tax Reclaim Service
- 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
Operational & Regulatory Taxes
- 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
Regulatory Transaction Reporting
- 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
If 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.