Tax Specialist — Union Bancaire Privée
- Location
- Genève
- Contract
- Full-time
- Posted
- 37 days ago
Full description
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. This is a unique opportunity to grow in a fast-paced, stimulating environment and contribute to impactful projects across the bank.
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 documents comply with local and international regulations before being sent to clients.
- 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 Compliance, Operations, Front Office, and IT teams to ensure smooth management of tax processes.
- Actively participate in cross-functional projects involving process improvements, regulatory updates, or strategic initiatives.
- Project Management
- Contribute to side projects related to tax data, information systems, and operational processes.
- Participate in the continuous improvement of tools and processes in collaboration with IT and other departments.
Key Skills & Qualifications
- Tax Expertise : In-depth knowledge of international tax regulations.
- Analytical Skills : Ability to analyze complex data and identify anomalies.
- Client Orientation : Excellent communication skills to address Front Office and client inquiries.
- Cross-Functional Collaboration : Experience working with multidisciplinary teams (Compliance, IT, Operations, etc.).
- Project Management : Ability to manage multiple projects simultaneously and meet deadlines.
Your Profile
- Experience : Minimum 2 years in banking, 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.
- Languages : Fluency in French and English is required
- German, Italian, Spanish, or Portuguese is a plus.
- 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.
Why Join Us
- Be part of a collaborative and innovative team.
- Work in a challenging yet rewarding environment.
- Develop your expertise and grow your career in a leading financial institution.
Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Genève is CHF 60'500 - 91'500 gross per year — an estimate, not a figure communicated by Union Bancaire Privée. The calculator on this site converts a gross salary into 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 Geneva?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Geneva's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Geneva'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 ubp.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
