About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the worlds financial markets.
Our expertise intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients communities and planet.
We have 4600 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four market-leading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.
As a family-controlled business built on relationships we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Responsibilities
Client Tax Reporting
- Assisting in the production of country specific Client Tax Reports
- Monitoring and implementing new tax rules
- 1st level support for inquiries from client advisers
- Collaboration in projects on tax-related topics and technical implementation of existing or new processes
Tax Reclaim Service
Preparing and transmitting of data files to the outsourcing providerMonitoring of tax reclaim requests with the outsourcing providerEnsuring the reimbursement chain to the clients1st level support for inquiries from client advisersAssisting in the continuous improvement and further development of the entire tax reclaim process to ensure highest qualityOperational & Regulatory Taxes
Reconciliation and preparation as well as monitoring and delivery of Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)Monitoring and invoicing of Swiss stamp taxes for Ex-Custody clientsMonitoring and updating the withholding tax rates according to the Double taxation treaty (DTT) for Swiss and Foreign clientsSupporting function in further regulatory tax reporting topics such as :U.S. Qualified IntermediaryU.S. FATCAAutomatic Exchange of Information (CRS Reporting)Identifying new opportunities for process improvements and improve the efficiency and control environmentRegulatory Transaction Reporting
Monitoring and handling of FinfraG MiFIR and EMIR Transaction ReportingRecognizing and solving issuesContact person for institutional clients and requestsEnsure compliance with all regulatory and transactional tax reporting obligationsExperience Skills and Competencies Required
Degree in Law or Economics or equivalent qualificationAt least 3 years working experience in tax-related areas and good understanding of tax reporting and operational tax processesAnalytical and problem-solving skills with high-quality standards and attention to detailStrong communication skills and willingness to provide excellent serviceProactive work style with a strong customer focusFluent 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 advantageBenefits
Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this Rothschild & Coprovides all employees with a range of healthcare services and benefits that aim to support their overall wellbeingWe are conducive to creating a working environment and culture where people can succeedWe provide a variety of inhouse trainings as well as tuition assistance for further education and training coursesEveryone can choose to incorporate agile working principles into their working weekWe 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 homeIf 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.
Required Experience :
IC
Key Skills
Computer Science,Business Process,SQL,Active Directory,VMware,Data Entry,Clearance,OS,Windows,System Issues,Linux,Sharepoint,Backup,hardware,Technical Support
Employment Type : Full-Time
Experience : years
Vacancy : 1