Tax Specialist Bank at coni+partner AG

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

19 Jun, 26

Salary

0.0

Posted On

21 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

IRS Tax Reporting, FATCA Compliance, Common Reporting Standard (CRS), Tax Returns Preparation, Tax Refund Claims, Master Data Management, Data Controls, Portfolio Transfers, Inheritances, Analytical Mindset, Stakeholder Engagement, Independent Work Methods, Business Thinking, Banking Software, Excel, German

Industry

Business Consulting and Services

Description

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates. Our client is an international bank in Zurich. We are looking for a tax expert (m, f, d) as Tax Specialist Bank Aufgaben Responsible for IRS tax reporting using forms such as 1040, 1099, 1042-S, 8938, FinCEN Form 114, and ensuring compliance with international standards such as FATCA for natural and legal persons, as well as the correct implementation of the Common Reporting Standard (CRS) / Responsible for supplementary reporting to the Federal Tax Administration (FTA) for countries such as the United States and Canada (FSTA) / Preparation of tax returns for U.S. and Swiss clients / Single point of contact for tax refund claims against third-party providers (e.g., withholding taxes) / Responsible for overseeing master data management and maintaining client data (account openings, closures) / Responsible for technical adjustments to the tax base following portfolio transfers or inheritances / Close collaboration with the senior management in the tax department and frontline staff / Conducting data controls / Ad hoc projects. Qualifikation Master’s or Bachelor’s degree in Finance, Accounting, or Taxation / Professional experience at a bank, accounting firm, or tax firm / Expertise in tax refund claims and U.S. tax reporting / Analytical mindset with a team- and service-oriented approach, as well as an interest in engaging with stakeholders / Interest in structured, independent work methods / Ability to exercise sound judgment when making decisions / Ability to demonstrate tactical and strategic business thinking / Interest in influencing stakeholders / Proficiency with IT, adept at using banking software and Excel / German and English. Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential. coni + partner ag Ivano Coni Managing Director Klosbachstrasse 107 CH-8032 Zürich Tel.: +41 44 254 90 10

Responsibilities

The specialist will be responsible for IRS tax reporting using various forms (e.g., 1040, 1099) and ensuring compliance with international standards like FATCA and CRS for both natural and legal persons. Key duties also include preparing tax returns for US and Swiss clients, managing tax refund claims, and overseeing master data management for client accounts.