Tax Specialist- Advisory - CDD 6 months
- Employer
- Michael Page - Switzerland
- Location
- Geneva, Switzerland
- Salary
- Competitive
- Closing date
- Mar 1, 2025
View more categoriesView less categories
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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About Our Client
For our client, a well-known Swiss Private Bank, we are currently looking for :
Tax Specialist- Advisory Team
Job Description
Main responsabilities
The Successful Applicant
Experience required
- Experience in financial services industry as Risk/Compliance Officer of which at least 3 years in a similar function
- Subject matter expertise on FATCA, CRS and QI rules
- Capacity to deal with several matters simultaneously;
- Able to analyze and review wealth and legal structures from a tax compliance perspective
- Well versed on regulations and documentation in relation to onboarding of US clients
What's on Offer
An assignment as a tax advisor
For our client, a well-known Swiss Private Bank, we are currently looking for :
Tax Specialist- Advisory Team
Job Description
Main responsabilities
- Provide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business
- Analyse complex cases together with Compliance WM at onboarding
- Liase with all major stakeholders, coordinate and review solutions from a US tax and CRS perspective
- Draft and update internal processes and procedures relating to QI (QDD), FATCA and CRS (Compliance Program)
- Draft and update client tax documentation as well as communications to the Front Office and Clients
- Act as an escalation unit for the Client Documentation Team and provide advice to Tax Services
- Give training on QI, FATCA and CRS to the Front Office and Client Documentation Teams
- Provide high quality advice and support on QI, FATCA and CRS rules to the booking centers outside Switzerland.
- Assess tax risk in accordance with AMLA
- Assess tax compliance of complex structures as well as transactions, also with a view to identify potential tax offenses
- Participate in central i.e. Swiss-wide or international Tax Compliance initiatives
The Successful Applicant
Experience required
- Experience in financial services industry as Risk/Compliance Officer of which at least 3 years in a similar function
- Subject matter expertise on FATCA, CRS and QI rules
- Capacity to deal with several matters simultaneously;
- Able to analyze and review wealth and legal structures from a tax compliance perspective
- Well versed on regulations and documentation in relation to onboarding of US clients
What's on Offer
An assignment as a tax advisor
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