Tax Operation Specialist

Rothschild & Co

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth.

With a team of 4,800 talented financial services specialists on the ground in 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.

Rothschild & Co Wealth Management

For over 200 years, Rothschild & Co’s freedom to offer objective advice and our commitment to personal service have combined to shape and grow our private clients’ wealth, building value for generations. Our dynamic growth and ambitious targets in relation to quality, innovation and reliability have created a need for the above-mentioned role.

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 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
• 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.