Tax and Documentation Specialist

LHH

LHH

Key information

  • Publication date:

    28 May 2024
  • Workload:

    100%
  • Contract type:

    Permanent position
  • Place of work:

    Genève

We are looking for a private banking a Tax and documentation analyst based in Geneva.

Responsabilities :

  • Participate in the preparation and validation of data for regulatory reporting requirements such as FATCA and CRS. This involves ensuring the accuracy and completeness of the information.
  • Oversee the quality control processes data, including reconciliation and reporting. Maintain robust controls to guarantee the integrity of the data.
  • Manage the documentation and indicia dashboard for the Wealth Management division.
  • Address inquiries related to withholding taxes, including those pertaining to QI/FATCA and CRS regulations.
  • Offer support and guidance to the front office
  • Conduct regular reviews of transactions and system codifications to ensure accurate tax calculation and reporting.
  • Prepare both routine and ad-hoc reports related to various statistics and key performance indicators.
  • Monitor and control the client documentation, including changes in client circumstances.
  • Liaise with and respond to requests from internal and external auditors, as well as regulatory authorities.

Profile :

  • Solid understanding of financial products and related transactions
  • Knowledge of US and CRS (Common Reporting Standard) reporting requirements
  • 4-7years of experience in a Tax Operations team or equivalent role
  • Strong analytical skills, capable of performing complex data reconciliations
  • Ability to effectively manage priorities
  • Can work independently as well as collaboratively in a team
  • Proactively seeks opportunities to improve existing processes
  • French and English (fluent)

#LI-Hybrid

Contact

  • LHH