Tax Operation Specialist
Switzerland
Responsibilities
Client Tax Reporting
- Assisting in the production of country specific Client Tax Reports
- Processing error logs and maintaining acquisition data for accurate tax reports
- Providing 1st level support for inquiries from client advisers
- Continuously monitoring changes in domestic and international tax regulations, assessing their impact on existing tax rules sets and implement necessary adjustments to ensure accurate tax treatment
- Contributing to tax-related projects by designing efficient solutions, delivering business requirements and supporting the implementation of new or enhanced processes
Tax Reclaim Service
- Preparing and transmitting data files to the outsourcing provider
- Monitoring of tax reclaim requests with the outsourcing provider
- Ensuring the reimbursement chain to the clients
- Providing 1st level support for inquiries from Client Advisers
- Driving continuous improvement and development of the entire tax reclaim process to ensure efficiency and high quality
Regulatory Tax Reporting
- Managing U.S. Qualified Intermediary (QI), FATCA, and CRS reporting, including timely and accurate submission of all regulatory reports to the related Federal Tax Administrations
- Performing reconciliation and testing of tax data to ensure completeness and compliance with international and Swiss regulatory standards
- Reviewing and maintaining rule sets for regulatory tax reportings, ensuring alignment with evolving legislation and internal policies
- Implementing regulatory changes in processes and systems, collaborating with IT and compliance teams for technical integration
- Acting as a key contact for internal stakeholders regarding QI, FATCA and CRS
- Maintaining 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 requirements
Experience, Skills and Competencies Required
- Degree in Law or Economics or equivalent qualification
- At least 3 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 provides a wide range of health and wellbeing services, supported by above‑average employer contributions to pension and social insurance, strengthening your long‑term financial security.
- A collaborative, respectful and inclusive workplace where people feel valued, empowered and able to contribute their ideas.
- A purpose-driven culture guided by our long‑standing principles of being thoughtful, creative and principled, with a focus on responsible and long‑term decision‑making.
- Continuous learning through in‑house training opportunities and financial support for external education and professional certifications.
- Flexible ways of working with the possibility to work from home up to 40%, based on the role.