Tax Specialist

Union Bancaire Privée · Geneva, Switzerland (TI)
Categoria: Altro Contratto: full-time Salario: CHF 49'500 - 75'000

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. 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.

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.

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Information for cross-border workers

Union Bancaire Privée is located in Geneva, Switzerland, Canton of Ticino. Cross-border workers need a G Permit, renewable annually, to work in Switzerland. The Canton of Ticino applies withholding tax at variable rates on gross income, and since 2024 the New Tax Agreement introduces concurrent taxation between Italy and Switzerland.

Swiss social contributions include AVS (5.3%), unemployment insurance (1.1%) and LPP (occupational pension). Use our free tax simulator to calculate your net salary and compare the cost of living between Switzerland and Italy.

Frequently asked questions

What is the net salary for a cross-border worker in Ticino?
Net salary depends on gross income, marital status and number of children. In the Canton of Ticino, withholding tax ranges from about 2% to 15%. In the administration sector in Ticino Use our simulator for a personalised calculation.
Do cross-border workers need Swiss LAMal health insurance?
New cross-border workers since 2024 must enrol in Swiss LAMal within 3 months of starting work. Premiums vary by canton, insurance model and deductible. Compare premiums with our LAMal comparator.