US Tax Specialist Wealth Management at coni+partner AG

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

0.0

Posted On

09 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

US Tax Law, FATCA, CRS, Withholding Tax, Tax Reporting, Data Validation, Client Onboarding, Analytical Skills, German Language, English Language, Microsoft Office, Core Banking Systems

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 German speaking US tax specialist (m, f, d) as US Tax Specialist Wealth Management Aufgaben Support in reviewing U.S. tax forms and relevant documentation, as well as in preparing FATCA, CRS, and withholding tax reports / Ensuring compliance with FATCA and QI requirements, as well as understanding the entire tax reporting lifecycle and operational processes / Proficiency in data collection, validation, tax controls, and tax forms (e.g., 1042-S/1042, 1099 series, W-8BEN, FATCA/CRS filings) as well as filing processes (Form 196, QI, etc.) / Analysis of complex U.S. tax issues and ensuring that reporting processes are carried out correctly and on time / Advising business departments on relevant matters such as documentation requirements, withholding tax investigations and reporting obligations / Collaboration with external law firms and auditors to clarify tax issues / Further development of tax processes regarding procedures, controls, and workflows for client onboarding, account opening, and client support / Providing support for the automation of manual processes in collaboration with business analysts and IT / Updating tax policies in the systems in response to changes in U.S. tax law / Ad hoc projects. Qualifikation Bachelor’s or Master’s in Tax, Accounting or Law / A tax certification is beneficial / Familiarity of banking processes and core banking systems, including software for tax reporting / Practical experience with the IRS website, as well as knowledge of how to use publications and forms related to tax reporting / In-depth knowledge of US tax legislation and familiarity with all aspects of tax operations / Strong analytical skills combined with a team- and service-oriented approach / Hands-on approach and an interest in working on complex us tax projects / Attention to detail and the ability to assess issues // Structured, independent and precise working style / Strong sense of commitment / IT skills, particularly in the use of banking software and Microsoft Office / 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 role involves reviewing US tax forms, preparing FATCA and CRS reports, and ensuring compliance with QI requirements. It also includes advising business departments on tax obligations and collaborating with external auditors to optimize tax processes.