Description
Entreprise :
A private bank in Geneva.
Description du poste :
Main Responsibilities:
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Single Point of Contact (SPOC):
- Act as the primary liaison for the Front Office and other departments.
- Handle and address queries sent to the team's mailbox and phone line, either directly or by forwarding to the relevant teams.
- Provide timely and accurate feedback to all inquiries related to tax services.
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Tax Compliance and Relief at Source:
- Establish relief at source opportunities with internal departments and custodians.
- Manage cash breaks on various taxes (e.g., Italian taxes on accrued interests, CH stamp duty, FTTs, Canadian and US additional tax).
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Disclosure Requests:
- Respond to disclosure requests within regulatory deadlines (e.g., SRD2 regulation, Tax authorities, Companies).
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Reporting:
- Conduct regular and ad-hoc reporting on statistics and Key Performance Indicators (KPIs).
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Business Partner:
- Offer expertise and support to other departments (Front Office, Compliance, Legal) on complex situations, new regulations, and projects.
- Raise risk-related issues to Management as necessary.
Description du profil :
Experience Required:
* Minimum of 3 years in Banking, focusing on Tax services
* Swiss Residency mandatory
Core Competencies:
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Open Mind and Team Orientation:
- Consider and integrate others' ideas.
- Balance personal and team interests, prioritizing the Bank's goals.
- Accept and provide constructive feedback.
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Innovation and Development:
- Propose improvements for tools and processes.
- Embrace change and seek ways to improve the work environment.
- Continuously enhance personal knowledge and skills.
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Corporate Culture:
- Be solution-oriented with a strong customer service focus.
- Demonstrate proactivity and drive.
- Build and maintain relationships within various Bank departments.
- Comply with internal and external regulations.
Education:
* Bachelor's Degree
Languages:
* French - Fluent
* English - Fluent