Tax Reclaim Specialist

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Within the Technology & Operations unit, Tax Operations provide tax related services for the Lombard Odier Front Office as well as for our external Business Process Outsourcing “BPO” Clients. The successful candidate will work within the Tax Reclaim & Analysis team with 10 colleagues and will be responsible for the production and verification of tax reclaim forms, as well as monitoring tax reclaim cases, requiring regular interactions with tax administrations, custodians and front office colleagues. In addition, the successful candidate will be providing other tax-related services to our internal and external clients.

This individual will mainly work together with team members to deliver a high-quality tax reclaim service, but also with other Tax Operations teams and other internal stakeholders (such as IT, Risk Management and Legal) to identify, anticipate, test and follow up on any issues or changes that might have an impact on our service offering. The successful candidate will need to be detail and solution-oriented as well as technology curious, and autonomous with strong analytical skills, while maintaining a clear communication with the various stakeholders.

Our Tax Reclaim & Analysis team offers a cooperative and autonomous work environment with flexible working time. You will be surrounded with operational specialists of various backgrounds, working within a dynamic and constantly evolving tax related environment.

YOUR ROLE

Manage the production of tax reclaim forms for Lombard Odier clients and BPO clients ;

Follow up on tax reclaim cases and liaise with key internal and external stakeholders;

Contribute to testing as part of the dedicated in-house tax reclaim tool enhancements;

Provide support for tax related data analysis;

Draft and maintain operational procedures, KRIs and KPIs.

YOUR PROFILE

Bachelor degree in Finance or Business Administration or equivalent considered an advantage but “CFC” / ”Maturité professionnel bancaire” also considered

Previous experience within Tax Operations, other operations experience considered as a strong advantage ;

Excellent communication skills ;

Proactive and able to work independently with good attention to detail ;

Comfortable with administrative tasks ;

Fluent in English and French (written and spoken). Other languages considered an asset (German, Italian, Spanish or other languages) ;

Resident in Switzerland or willing to relocate to Switzerland.

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.