For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a person to help us maintain excellent compliance in regulatory tax. In your role as a US Tax Specialist, you will closely work together with the Head of Tax, Client Relationship Managers and the head of Group Tax

What would your role be?

• Tax Reclaim (being first service contact for third-party providers)
• Client tax reporting (US + Swiss Tax Statements)
• Assist in client data maintenance, mutation, controls (account openings, account closings, static data adjustments and controls)
• Tax cost-basis adjustments (security transfers, accounting method changes, death cases)
• Data controls, reconciliations
• Supplementary Withholding Tax Reporting to ESTV (USA, Canada, Australia) and transactional tax reporting (FTT)
• Assist Head Tax in Regulatory Reporting (1099, 1042, 1042-S, FATCA, AEI)

What are we looking for?

• At least four years of practical working experience in the above topics, with a focus on tax reclaim, either in the financial services industry or a consulting/audit company
• Excellent working knowledge of FATCA/QI and AEI regimes
• Understanding of the banking business
• Very good written and spoken German and English
• Exposure to US-specific tax reporting advantageous
• Experience working with Avaloq beneficial

What do we offer?

• Friendly, diverse team in an open-office space with dancing walls
• Agile environment in how we think, the way we work and our trust for each other
• Flat hierarchy with collaboration on all levels
• We offer the option for home office (Flexible working times), diverse benefits and provide a first-class lunch menu when you work in the office
• We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply
• At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich
• We are both majority family-owned and publicly listed. Our capacity for long-term focus on topics such as sustainability is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

cosmofunding by Vontobel

Asset Management

Patriot Act Certification

Deposit Insurance Scheme

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