Rothschild & Co
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth.
With a team of 4,600 talented financial services specialists on the ground in 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.
Rothschild & Co Wealth Management
For over 200 years, Rothschild & Co’s freedom to offer objective advice and our commitment to personal service have combined to shape and grow our private clients’ wealth, building value for generations. Our dynamic growth and ambitious targets in relation to quality, innovation and reliability have created a need for the below-mentioned role.
Responsibilities
Client Tax Reporting
- Assisting in the production of country specific Client Tax Reports
- Monitoring and implementing new tax rules
- 1st level support for inquiries from client advisors
- Collaboration in projects on tax-related topics and technical implementation of existing or new processes
Tax Reclaim Service
- Preparing and transmitting of data files to the outsourcing provider
- Monitoring of tax reclaim requests with the outsourcing provider
- Ensuring the reimbursement chain to the clients
- 1st level support for inquiries from client advisors
- Assisting in the continuous improvement and further development of the entire tax reclaim process to ensure highest quality
Operational & Regulatory Taxes
- Reconciliation and preparation as well as monitoring and delivery of Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)
- Monitoring and invoicing of Swiss stamp taxes for Ex-Custody clients
- Monitoring and updating the withholding tax rates according to the Double taxation treaty (DTT) for Swiss and Foreign clients
- Supporting function in further regulatory tax reporting topics such as:
- U.S. Qualified Intermediary
- U.S. FATCA
- Automatic Exchange of Information (CRS Reporting) - Identifying new opportunities for process improvements and improve the efficiency and control environment
Regulatory Transaction Reporting
- Monitoring and handling of FinfraG, MiFIR and EMIR Transaction Reporting
- Recognizing and solving issues
- Contact person for institutional clients and requests
- Ensure compliance with all regulatory and transactional tax reporting obligations
Experience, Skills and Competencies Required
- Degree in Law or Economics or equivalent qualification
- At least 3 years working experience in tax-related areas and good understanding of tax reporting and operational tax processes
- Analytical and problem-solving skills with high-quality standards and attention to detail
- Strong communication skills and willingness to provide excellent service
- Proactive work style with a strong customer focus
- Fluent communication skills in English and German (written and spoken)
- Good MS-Word and MS-Excel knowledge (Pivot tables, Vlookup functions etc)
- Application Avaloq know-how is an advantage
Benefits
- Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
- We are conducive to creating a working environment and culture where people can succeed
- We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
- Everyone can choose to incorporate agile working principles into their working week
- We have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home
If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.