Tax Specialist- Advisory - CDD 6 months

Geneva Interim View Job Description
Handling the day-to-day Tax Compliance spectrum for existing and new client relationships (onboarding, change in circumstances, etc.). Train employees (team and front) on new Compliance rules and provisions in relation to Tax Compliance.

added 11/09/2024

  • Handling the day-to-day Tax Compliance
  • Train employees team and front office

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

  • 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

Contact
Julie Guittard
Quote job ref
JN-092024-6523474

Job summary

Job Function
Accounting, Audit & Advisory, Tax and Treasury
Specialisation
Tax
Industry
Financial Services
Location
Geneva
Contract Type
Interim
Consultant name
Julie Guittard
Job Reference
JN-092024-6523474

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