Tax Reclaim - 8 months

at  Michael Page Switzerland

EXPERIENCE REQUIRED:

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

EDUCATION:

• Bachelor’s Degree

• 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.
• 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).
• 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.