Tax Reclaim - 8 monthsMichael Page

A private bank in Geneva.

Main Responsibilities:

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  Single Point of Contact (SPOC):
  • Act as the primary liaison for the Front Office and other departments.
  • Handle and address queries sent to the team's mailbox and phone line, either directly or by forwarding to the relevant teams.
  • Provide timely and accurate feedback to all inquiries related to tax services.
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  Tax Compliance and Relief at Source:
  • Establish relief at source opportunities with internal departments and custodians.
  • Manage cash breaks on various taxes (e.g., Italian taxes on accrued interests, CH stamp duty, FTTs, Canadian and US additional tax).
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  Disclosure Requests:
  • Respond to disclosure requests within regulatory deadlines (e.g., SRD2 regulation, Tax authorities, Companies).
• 
  
  Reporting:
  • Conduct regular and ad-hoc reporting on statistics and Key Performance Indicators (KPIs).
• 
  
  Business Partner:
  • Offer expertise and support to other departments (Front Office, Compliance, Legal) on complex situations, new regulations, and projects.
  • Raise risk-related issues to Management as necessary.

Experience Required:

• at least 2-3 years in Banking, focusing on Tax services (or Big4)
• Swiss Residency mandatory
• Excel mastermind

Core Competencies:

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  Open Mind and Team Orientation:
  • Consider and integrate others' ideas.
  • Balance personal and team interests, prioritizing the Bank's goals.
  • Accept and provide constructive feedback.
• 
  
  Innovation and Development:
  • Propose improvements for tools and processes.
  • Embrace change and seek ways to improve the work environment.
  • Continuously enhance personal knowledge and skills.
• 
  
  Corporate Culture:
  • Be solution-oriented with a strong customer service focus.
  • Demonstrate proactivity and drive.
  • Build and maintain relationships within various Bank departments.
  • Comply with internal and external regulations.

Education:

• Bachelor's Degree

Languages:

• French - Fluent
• English - Fluent
• German? a big big plus
• Italian or Spanish ? a plus