Tax Reclaim - 8 months
A private bank in Geneva.
Main Responsibilities :
Single Point of Contact (SPOC) : Act as the primary liaison for the Front Office and other departments.Handle and address queries sent to the team's mailbox and phone line, either directly or by forwarding to the relevant teams.
Provide timely and accurate feedback to all inquiries related to tax services.
Tax Compliance and Relief at Source : Establish relief at source opportunities with internal departments and custodians.Manage cash eaks on various taxes (e.
g., Italian taxes on accrued interests, CH stamp duty, FTTs, Canadian and US additional tax).
Disclosure Requests : Respond to disclosure requests within regulatory deadlines (e.g., SRD2 regulation, Tax authorities, Companies).
Reporting : Conduct regular and ad-hoc reporting on statistics and Key Performance Indicators (KPIs).
Business Partner : Offer expertise and support to other departments (Front Office, Compliance, Legal) on complex situations, new regulations, and projects.
Raise risk-related issues to Management as necessary.
2-3 years experience as Tax Specialist / Reclaim with financial institutions Your experience is local and you have a knowledge of financial productsExperience Required : at least 2-3 years in Banking, focusing on Tax services (or Big4)Swiss Residency mandatoryExcel mastermindCore Competencies :
Open Mind and Team Orientation : Consider and integrate others' ideas.Balance personal and team interests, prioritizing the Bank's goals.
Accept and provide constructive feedback.
Innovation and Development : Propose improvements for tools and processes.Emace change and seek ways to improve the work environment.
Continuously enhance personal knowledge and skills.
Corporate Culture : Be solution-oriented with a strong customer service focus.Demonstrate proactivity and drive.Build and maintain relationships within various Bank departments.
Comply with internal and external regulations.
Education : Bachelor's Degree
Languages : French - FluentEnglish - FluentGerman? a big big plusItalian or Spanish ? a plusTemporary of 8 monthsgreat working environment...