Skip to main content

You will need to login before you can apply for a job.

Tax Operation Specialist

Rothschild & Co
Zurich, Switzerland
Closing date
Aug 9, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.


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

  • 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.

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert