Tax Reclaim Specialist

4. November 2022


Referenz-Nr.: 100919-17321
Arbeitsort: genève
Anstellung: Festanstellung

We are looking a profile for a famous Swiss Private Bank :Tax Reclaim Specialist M/FPermanent ContractAs part of the Tax Services Department, the Tax Specialist is a key element to offer the Tax Reclaim and Relief at Source services to the Bank Clients.Tax reclaim experience required

  • Act as the Single Point of Contact (SPOC) of the team for the Front Office and other departments of the Bank.
  • Handle all queries addressed to the team main mail box, either directly or by dispatching it to the relevant team(s).
  • 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.
  • Set up the relief at source opportunities with internal departments and our custodians.
  • Handle all the controls and Client redocumentation of the relief at source for various investment countries (France, Italy, Portugal, Finland, Norway, Sweden).
  • 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 and KPIs.
  • 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.


  • Knowledge of Financial instruments (Equities, Bonds, Structured products Derivatives Listed or OTC…), their features and specific characteristics
  • Mininum of 5 years Banking experience and 2 years Tax Reclaim & Relief at Source services
  • Able to work under a fast paced environement and being dedicated
  • Knowledge of income taxation for European countries
  • Knowledge of Tax reclaim process for European countries
  • Strong Microsoft office knowledge (Access, Excel..).
  • Bachelor Degree

Bitte verweise bei der Bewerbung auf – Vielen Dank für deine Unterstützung!

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