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Office: Geneva
Start Date: 01.10.2024
Working hours: 100%
Type of Contract: Temporary

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Description

The Bank’s entire operations are managed by COO Division 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 COO division comprises Operations, Finance, Information Management, Human Resources and Logistics. COO 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.

Mission

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.

Main responsibilities

Main 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.
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)
Perform data reconciliation among Bank systems and Providers systems
Participate in the projects as required
Make sure any issue is raised appropriately to the Management depending on the risk
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

Core competencies

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.
Continuously work on knowledge improvement.

Personal skills

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

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. Be ‘solution oriented’ and have a strong sense of customer services.

Be proactive and driven.

Develop 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 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
Experience in private banking: Mandatory

Language

English: Fluent
French: Fluent

OTHER

Swiss resident: Mandatory

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e-Recruitment Portal – Guidelines for handling personal data supplied by applicants

This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in particular with regard to data protection, and with the principles below. The e-Recruitment Portal allows any person (hereinafter, ‘Applicant’), excluding recruitment consultants and headhunters, to submit either an application for a vacancy listed on the Portal or an unsolicited application.

UBP guarantees the confidential handling of any personal data received via the e-Recruitment Portal, such as names, addresses and other information relating to the Applicant’s identity and professional history (hereinafter, ‘Personal Data’). The Personal Data are securely saved and stored in-house and can be accessed only by those people dealing with the application. In sending their Personal Data via the e-Recruitment Portal, the Applicant accepts the inherent risks of transmitting data over the Internet, which cannot guarantee the data’s absolute protection and security. In sending their Personal Data to us, the Applicant consents to the use of this data by UBP and/or any affiliate of UBP Group (hereinafter, ‘UBP Group’) as part of the recruitment process, in particular by the human resources departments involved in assessing and following up the application. Should the vacant position be located outside Switzerland or should the Applicant’s profile be of interest to one of UBP Group’s entities abroad, the Applicant agrees in advance that their Personal Data may be transmitted to the entity in question. Moreover, they accept that the law applicable to that entity may not offer legal safeguards equivalent to those of Swiss law, as regards data protection and employees’ rights. UBP also pledges not to divulge, make accessible and/or sell Personal Data to third parties outside UBP Group without the Applicant’s consent, unless the communication of this information is ordered by a state body, a legal or supervisory authority, and/or required by law. Furthermore, if the Applicant supplies the name of a third party to UBP as a reference contact, it is the Applicant’s responsibility to inform the person in question beforehand. The Applicant also agrees to the reference being contacted by representatives of UBP. If the Applicant applies through a recruitment agency or headhunter, as well as via the e-Recruitment Portal, only the application that UBP receives first will be considered. Lastly, the Applicant is reminded that, under Swiss law, they have the right to access data concerning them, as well as the right to correct any inaccurate information that they may have submitted. To do so, the Applicant should contact UBP via the e-Recruitment Portal, clearly stating the subject of the request. The Applicant’s file will be kept as long as it is being processed by the departments concerned within UBP Group. The original documents will then be returned to the Applicant and the copies destroyed, unless the Applicant consents to their being kept on file. By entering Personal Data into UBP’s e-Recruitment Portal, I agree that my data be handled in accordance with the above rules and principles, which I have read and understood. I agree to UBP keeping my application on file, should UBP believe that my profile might be relevant to another position in the future.

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