Position Description

Tax Specialist - Temporary 8 months
Location Geneva
Job Code 8585
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Main duties

  •       Act as the Single Point of Contact (SPOC) of the team for the Front Office and other departments of the Bank.
  •           Handle all queries addressed to the team main mail box and phone calls, either directly or by dispatching it to the relevant team(s).
  •           Make sure an accurate feedback is provided to the requestor by answering in a timely manner to any demands related to his/her mission and duties.
  •           Set up the relief at source opportunities with internal departments and our custodians.  
  •           Manage cashbreaks on different taxes (Italian taxes on accrued interests, CH stamp duty, FTTs, Canadian and US additional tax).
  •           Answer to disclosure requests according to the deadlines (SRD2 regulation / Tax authorities / Companies).
  •           Perform regular and ad-hoc reporting related to statistics and KPIs.
  •        Act as a business partner by bringing his/her expertise and the relevant support and input to the other departments of the bank (Front Office, Compliance, Legal…) when required (on a complex situation, on the implementation of new regulations or bank’s decisions, new projects).
  •           Make sure any issue is raised appropriately to the Management depending on the risk.

 

Core competencies

 Open mind and team orientation:

  • Be open to other’s ideas.
  • Always balance personal and team interests keeping in mind that the Bank’s interest are the priority.
  • Express and accept constructive criticism.

 Innovation and development:

  • Propose and seek improvement of the current tools and processes.
  • Be positive towards change and seek opportunities to improve the quality of the working environment.
  • Conitunuously work on knowledge improvement.

 Corporate culture:

  • Be ‘solution oriented’ and have a strong sense of customer services.
  • Be proactive and driven.
  • Developp and maintain a relationship network within the various Bank departments.
  • Comply consistently with internal and external regulations.
Education:
Bachelor Degree
Technical skills:
Good knowledge with Excel, pivot table
Years of experience:
3-7 : intermediate
Exper. in financial sector:
Preferred
Experience required:
Minimum of 3 years Banking experience in Tax services
Local resident (Swiss):
Mandatory
Language 1:
French
Level 1:
Fluent
Language 2:
English
Level 2:
Fluent
Language 3:
Level 3:
Personal skills:
  • Knowledge of Financial instruments (Equities, Bonds, Structured products, Derivatives Listed or OTC…), their features and specific characteristics
  • Able to work under a fast paced environment and being dedicated
  • Knowledge of income and gains taxation for European countries
  • Coordinate and drive various departments to reach a common target
  • Ability to efficiently manage priorities
  • Be able to work independently but also as a team
  • Express opinions and criticism in a constructive way
  • Go beyond specific assignments, walk the extra mile
  • Maintain quality standards despite schedule pressures
  • Strong Microsoft office knowledge
  • Strong communication skills
    • Challenges:
    The challenges will be to offer a good level of services to the bank's clients and to the front office.
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