Be the central point of contact for all tax related topics

Our client is a successful international private bank based in Zurich. The company enjoys an enviable reputation and serves its clients across the full range of wealth management services. We have been appointed to find the

Head Client & Regulatory Tax Reporting

In this demanding role you will be responsible for broadly based tax and related services, from client tax issues to authority tax reporting. Beside strategic projects and decision taking you will handle and prioritise together with a small team the daily business, a wide spread of client tax issues including the production of domestic tax statements for Swiss and other international clients as well as generic tax statements for all other clients. You will ensure the correct implementation of worldwide withholding tax rates. You will also be responsible for QI tax authority reportings, EU tax disclosure as well as reconciliation and payment of withheld EU tax to ESTV. In addition and in close cooperation with legal and compliance department you will take care of the reporting and disclosure requirements as necessary for FATCA, the certification of client tax status to custodians, final withholding tax authorities reporting and Swiss stamp tax reporting, Swiss VAT, etc.

The successful candidate will have a sound education, extensive hands-on experience in a tax environment and in-depth securities expertise. Core requirements include comprehensive knowledge of tax issues and reporting experience as well as high standards of accuracy and timely delivery. The ideal candidate is a forward thinking, flexible and agile individual with a “can-do” attitude, capable of managing conflicting priorities and high stakeholder expectations and finally seeking for continuous process improvements. Your outstanding communication skills will enable you to build confidence and convince professionals at all levels. Fluency in English and German is essential. If you are ready to leave your mark with a first-class employer and you fit the profile, please send your résumé to Peter Hoppler or Roland Staub, preferably by e-mail.

  • Job title Head Client & Regulatory Tax Reporting
  • Sector Finanzdienstleister
  • Region Grossraum Zürich
  • Status Archiv
  • Your consultant Peter Hoppler

„Yoga lehrt mich zu fokussieren und setzt positive Energien frei. Die Erfahrungen mit Yoga helfen mir, Dinge zu bewegen, diszipliniert zum Ziel zu gelangen und nicht zuletzt Ausgeglichenheit zu finden.“

Claudia Zachmann

czachmann(at)cms-ag.ch
Tel. +41 44 250 40 00

Education & Experience

Kaufmännische Ausbildung, Weiterbildung als Mediator, Nachdiplom in Marketing & Kommunikation sowie CAS in lösungsorientierter Beratung am IAP. Erfahrung bei Personaldienstleistern mit Schwerpunkt Rekrutierung sowie als Product Manager in internationalem Medienkonzern.

Claudia Zachmann
Zürich
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