Tax Specialist (6 months temporary mission)
Union Bancaire Privee
Geneva, CH
5d ago


Group Shared Services (GSS)The Bank’s entire operations are managed by GSS and are headed up by the Chief Operating Officer.

It strives to provide both in-house and external clients with a first-rate service to ensure our business operates efficiently and at the best possible cost.

The GSS division comprises Operations, Finance, Information Management, Human Resources and Logistics. GSS employees are committed to providing, with professionalism and enthusiasm, an efficient, proactive, high-quality service that meets the needs of clients within the context of the Bank’s overall strategy.


The Tax Specialist is a key element to ensure the quality and the accuracy of the clients’ tax statements. The employee main mission is to make sure the best quality of service is provided and coordinate the work between the different departments.


The challenges will be to offer a good level of services to the bank's clients and to the front office.

Main responsabilities

Main duties

  • Act as the Single Point of Contact (SPOC) of the Fiscal Reporting team for the Front Office and other departments of the Bank.
  • Handle all queries addressed to the Fiscal Reporting main mail box, either directly or by dispatching it to the relevant team(s).
  • Handle all phone calls to the Fiscal Reporting hotline. If the queries cannot be answered immediately ensure that they will be handled in a timely manner and follow up until resolution
  • Make sure an accurate feedback is provided to the requestor on any error, late document and answering in a timely manner to any query related to his / her mission and duties
  • Handle all the controls of the fiscal reports for various countries (Switzerland, Germany, Russia, France, Spain, Belgium, Austria, Brazil, Argentina, Turkey ).
  • Manage, follow up and make sure that any problem raised with the various Bank departments and / or external providers is solved in a timely manner
  • Manage and prepare the tax reclaim forms for various countries (Switzerland, Germany, Italy, Denmark, France, Spain, Finland, Belgium, Austria ).
  • Perform regular and ad-hoc reporting related to statistics for internal and external parties
  • Act as a business partner by bringing his / her expertise and the relevant support and input to the other departments of the bank (Front Office, Compliance, Legal ) when required (on a complex situation, on the implementation of new regulations or bank’s decisions, new projects)
  • Participate in the projects as required
  • Make sure any issue is raised appropriately to the Management depending on the risk
  • Core competencies

    Open mind and team orientation :

  • Be open to other’s ideas.
  • Always balance personal and team interests keeping in mind that the Bank’s interest are the priority.
  • Express and accept constructive criticism.
  • Innovation and development :

  • Propose and seek improvement of the current tools and processes.
  • Be positive towards change and seek opportunities to improve the quality of the working environment.
  • Conitunuously work on knowledge improvement.
  • Corporate culture :

  • Be solution oriented’ and have a strong sense of customer services.
  • Be proactive and driven.
  • Developp and maintain a relationship network within the various Bank departments.
  • Comply consistently with internal and external regulations.
  • Education

  • Education : Bachelor Degree
  • Certification : Degree in Accounting, Finance, Tax (or equivalent)
  • Technical skills : good knoledge with Excel, pivot table
  • IT Tools : Ms office
  • Experience

  • Years of experience : 3-7 : intermediate
  • Experience required : Client reporting experience is a plus
  • Experience in private banking : Mandatory
  • Language

  • English : Fluent
  • French : Fluent
  • Personal skills

  • Swiss resident : Mandatory
  • Knowledge of Financial instruments (Equities, Bonds, Structured products, Derivatives Listed or OTC ), their features and specific characteristics - Minimum of 2 years Banking experience in Tax services - Able to work under a fast paced environment and being dedicated - Knowledge of income and gains taxation for European countries - Coordinate and drive various departments to reach a common target - Ability to efficiently manage priorities - Be able to work independently but also as a team - Express opinions and criticism in a constructive way - Go beyond specific assignments, walk the extra mile - Maintain quality standards despite schedule pressures - Strong Microsoft office knowledge - Strong communication skills - French and English are required, German / Italian / Spanish is a plus.

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