Tax Spécialiste — Union Bancaire Privée
- Lieu
- Genève
- Contrat
- full-time
- Publié
- Hier
Vue d’ensemble du poste
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 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.
Responsabilités principales
- 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.
Exigences principales
- 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
Détails supplémentaires
- Main responsibilities Tax Statement Review & Validation
- Ensure that tax documents comply with local and international regulations before being sent to clients. 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, regulatory updates, or strategic initiatives. Project Management
- Participate in the continuous improvement of tools and processes in collaboration with IT and other departments. Key Skills & Qualifications
- Strong problem-solving skills, ability to work quickly and efficiently, and a team player who thrives in a fast-paced environment.
Notes et contenu original
- Main responsibilities
- Tax Statement Review & Validation
- Ensure that tax documents comply with local and international regulations before being sent to clients.
- 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, regulatory updates, or strategic initiatives.
- Project Management
Questions sur cette offre
Quel salaire propose Union Bancaire Privée pour ce poste ?
Union Bancaire Privée indique CHF 60 500 - 91 500 bruts par an pour ce poste à Genève. Il s'agit du salaire publié dans l'annonce d'origine (ou, si l'employeur ne précise pas de montant, d'une estimation réaliste pour le rôle et le secteur) — le calculateur de ce site le convertit en net réel une fois l'impôt frontalier et les cotisations sociales appliqués.
Est-ce un poste à temps plein, et quel type de contrat propose Union Bancaire Privée ?
Cette offre est un poste en temps plein. Le type de contrat affiché ici provient directement de l'annonce originale de l'employeur ; confirmez toujours les horaires exacts, le préavis et la durée d'essai avec Union Bancaire Privée pendant le processus de candidature, ces détails pouvant varier même au sein de la même catégorie de contrat.
Ai-je besoin d'un permis de frontalier pour un poste dans le canton de Genève ?
Les résidents UE/AELE domiciliés dans la zone frontalière du pays voisin du canton de Genève peuvent demander un permis G ; l'employeur suisse le dépose auprès de l'office cantonal des migrations après signature du contrat. Les règles de zone frontalière et les délais varient selon le pays voisin et le canton — confirmez les détails auprès de l'office des migrations du canton de Genève ou avec les RH pendant la candidature.
Comment postuler à ce poste chez Union Bancaire Privée ?
Utilisez le bouton « Postuler maintenant » sur cette page — il renvoie directement à l'annonce originale de Union Bancaire Privée sur ubp.com, votre candidature arrive donc directement dans le système de suivi des candidatures de l'employeur. Frontaliere Ticino ne collecte ni ne transmet lui-même les candidatures.
