Tax Specialist (Temporary 8 months) — Union Bancaire Privée
- Location
- Alle
- Contract
- full-time
- Posted
- Yesterday
Role overview
Mission
We are seeking a motivated and detail-oriented Tax Specialist to join our Client Documentation and Tax Services Department.
As part of the Fiscal Reporting team, you will play a key role in ensuring the accuracy and quality of our clients’ tax statements, while collaborating with various departments and external providers.
- Mission
- We are seeking a motivated and detail-oriented Tax Specialist to join our Client Documentation and Tax Services Department.
- Main responsibilities Tax Statement Review & Validation
- Review and validate tax statements for over 20 international jurisdictions, including Switzerland, France, Portugal, Mexico, and others.
- Experience: Minimum 4 years in banking or tax environment with a focus on tax services.
- Skills: Strong knowledge of financial instruments (Equities, Bonds, Structured Products, Derivatives – listed or OTC) and their specific characteristics.
Main responsibilities
- Main responsibilities Tax Statement Review & Validation
- Review and validate tax statements for over 20 international jurisdictions, including Switzerland, France, Portugal, Mexico, and others.
- Ensure that tax statements are consistent with the country-specific tax rules. Data Quality Assurance
- Collaborate with our external provider to ensure the quality and accuracy of tax data before statement production.
- Identify and correct anomalies or inconsistencies in the data to ensure reliable reporting. Client Support & Front Office Interaction
- Address inquiries and requests from the Front Office regarding tax statements, providing clear and precise explanations.
- Manage tax document orders in coordination with internal teams and external providers. Cross-Functional Collaboration
- Work closely with Operations, Front Office, and IT teams to ensure smooth management of tax processes.
- Actively participate in cross-functional projects involving process improvements or strategic initiatives. Project Management
- Contribute to side projects related to tax data, information systems, and operational processes.
Key requirements
- Experience: Minimum 4 years in banking or tax environment with a focus on tax services.
- Skills: Strong knowledge of financial instruments (Equities, Bonds, Structured Products, Derivatives – listed or OTC) and their specific characteristics.
- Familiarity with European income and gains taxation is a plus.
- Proficiency in Microsoft Office is essential.
- Mindset: Proactive, solution-oriented, and eager to learn.
- Strong problem-solving skills, ability to work quickly and efficiently, and a team player who thrives in a fast-paced environment.
- Detail-oriented and logic-driven, able to quickly detect discrepancies in tax statements.
- Analytical Skills: Ability to analyze complex data and identify anomalies in database.
- Client Orientation: Excellent communication skills to address Front Office and client inquiries.
- Cross-Functional Collaboration: Experience working with multidisciplinary teams (IT, Operations, etc.).
- Project Management: Ability to manage multiple projects simultaneously and meet deadlines.
- Languages: Fluency in French and English is required;
Additional details
- Main responsibilities Tax Statement Review & Validation
- Ensure that tax statements are consistent with the country-specific tax rules. Data Quality Assurance
- Identify and correct anomalies or inconsistencies in the data to ensure reliable reporting. Client Support & Front Office Interaction
- Manage tax document orders in coordination with internal teams and external providers. Cross-Functional Collaboration
- Actively participate in cross-functional projects involving process improvements or strategic initiatives. Project Management
- Participate in the continuous improvement of tools and processes in collaboration with IT and other departments.
Notes and original content
- Main responsibilities
- Tax Statement Review & Validation
- Ensure that tax statements are consistent with the country-specific tax rules.
- Data Quality Assurance
- Identify and correct anomalies or inconsistencies in the data to ensure reliable reporting.
- Client Support & Front Office Interaction
- Manage tax document orders in coordination with internal teams and external providers.
- Cross-Functional Collaboration
- Actively participate in cross-functional projects involving process improvements or strategic initiatives.
- Project Management
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
Union Bancaire Privée lists CHF 60'500 - 91'500 gross per year for this position in Alle. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Union Bancaire Privée offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Union Bancaire Privée during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Jura?
EU/EFTA residents living in the border zone of the country adjoining Canton Jura can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Jura's cantonal migration office or with HR during the application.
How do I apply for this position at Union Bancaire Privée?
Use the "Apply now" button on this page — it links directly to Union Bancaire Privée's original listing at iaadtu.fa.ocs.oraclecloud.eu, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
