Regulatory & Transactional Tax Specialist (80%)

Do you have a passion for working with numbers and the ability to see both the fine details and the big picture? Are you looking for a position in a dynamic and engaging environment that lets you delve into complex tax and regulatory matters? Are you energized by the opportunity to question the status quo and optimize processes?

At our Vontobel, we’re committed to empowering people who create opportunities to deliver the banking experiences of tomorrow.

As a valued member of our Processing Management team, you will join a group of five experienced colleagues, dedicated to providing essential tax and regulatory services to our clients. Together, we deliver high-quality tax services and support internal and external stakeholders with thorough and insightful service.

What would your role be?

• Withholding & Transaction Tax Management : Monitor, deliver, and report on various withholding and transaction taxes, including Swiss turnover tax, Swiss and foreign withholding tax, and financial transaction taxes (e.g. Spain / Italy / France transaction tax).
• AEOI & FATCA Reporting : Plan, support, and coordinate the annual reporting for AEOI / CRS and FATCA, ensuring accurate and timely compliance.
• Qualified Intermediary (QI) & 871(m) Reporting : Oversee the planning, support, and coordination of the annual Qualified Intermediary (QI) and Qualified Securities Dealer (QDD) 871(m) reporting and compliance, including delivering WHT to IRS and conducting data reconciliations.
• Department Representation & Process Optimization : Act as a knowledgeable and reliable representative of the department in bank-wide projects and process enhancement initiatives related to regulatory tax topics.
• Process & Service Development : Drive the continuous improvement of existing processes and services, collaborating closely with IT to ensure efficiency and effectiveness.
• Inquiry Processing & Analysis : Respond to and analyse tax-related inquiries from all areas of the bank, as well as from external clients, providing professional insights and solutions.

What are we looking for?

What do we offer?

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our .