Tax Operation Specialist

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 world's 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 4,600 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

• 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
• Preparing and transmitting of data files to the outsourcing provider
• Monitoring of tax reclaim requests with the outsourcing provider
• Ensuring the reimbursement chain to the clients
• 1st level support for inquiries from client advisers
• Assisting in the continuous improvement and further development of the entire tax reclaim process to ensure highest quality
• 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 clients
• Monitoring and updating the withholding tax rates according to the Double taxation treaty (DTT) for Swiss and Foreign clients
• Supporting function in further regulatory tax reporting topics such as :
• U.S. Qualified Intermediary
• U.S. FATCA
• Automatic Exchange of Information (CRS Reporting)
• Identifying new opportunities for process improvements and improve the efficiency and control environment
• Monitoring and handling of FinfraG, MiFIR and EMIR Transaction Reporting
• Recognizing and solving issues
• Contact person for institutional clients and requests
• Ensure compliance with all regulatory and transactional tax reporting obligations

Experience, Skills and Competencies Required

Benefits