Tax Specialist (m/f)

Your role

Are you interested in risk management and tax oversight for financial institutions? Do you have the curiosity and drive to master all aspects of this role? We are looking for a Tax Specialist who:

• monitors and reviews trustees, fund managers, and third-party providers of tax advisory services to ensure consistency and accuracy
• analyzed potential foreign withholding tax refunds and opportunities to maximize the funds' returns
• responds to inquiries from client advisors and clients regarding tax matters throughout the fund lifecycle
• oversees the setup and documentation of products with regard to taxes
• Conducts audits to ensure the completeness of tax-related adjustments and compliance with tax laws, as well as to verify that accounting figures comply with applicable regulations
• Conducts suitability assessments of investors for funds with optimized withholding tax and a limited investor base for Swiss pension funds
• ensures that the funds comply with FATCA/CRS requirements and that the documentation is in order

Your expertise

• 3+ years of relevant industry experience
• relevant academic background
• Strong background in Swiss and European tax law
• Ability to resolve and answer complex tax issues
• meticulous attention to detail and a proactive, collaborative personality, with the ability to work well in a team
• Fluency in German and English; knowledge of French is a plus

We offer

We offer a challenging and supportive environment where you can use your skills and experience to assist our clients. We are an inclusive employer that promotes diversity and equal opportunity. We offer flexible working conditions and opportunities for professional development. Our culture encourages collaboration and the exchange of ideas. We are an employer committed to the inclusion of people with disabilities.