Specialist Client Tax Reporting & Tax Reclaim (Finance)

TL;DR

Specialist Client Tax Reporting & Tax Reclaim (Finance): Executing client tax reporting and withholding tax reclaim activities with an accent on regulatory compliance and the resolution of complex tax-related issues. Focus on managing tax report production, executing complex controls, and collaborating with stakeholders to improve reporting solutions.

Location: Zurich, Switzerland (Onsite)

Company

hirify.global is a leading global wealth management firm focused on creating value beyond wealth.

What you will do

• Execute client tax report production and withholding tax reclaim applications.
• Provide expert support and advice to the team head on complex problem solving.
• Perform complex controls and manage incident resolutions to ensure compliance.
• Collaborate with partners and raise functional requirements to the Product Owner.
• Manage the day-to-day usage of key tax reporting tools and operational processes.

Requirements

• Multiple years of relevant experience in Client Tax Reporting & Withholding Tax Reclaim.
• Comprehensive knowledge of securities characteristics and their specific taxation.
• Strong technical understanding of banking operations methodologies and processes.
• Fluent proficiency in English and German (local language).
• Higher education degree.
• Advanced skills in MS Office and analytical problem-solving.

Nice to have

• Proficiency in the "Easy Tax" reporting software.

Culture & Benefits

• Entrepreneurial and empowered work environment that values individual qualities.
• Opportunity to shape the future of wealth management in a professional setting.
• Collaborative team culture with a strong focus on service orientation.