Edmond de Rothschild

Responsibilities

Client Tax Reporting

• Assisting in the production of country specific Client Tax Reports
• Monitoring and implementing new tax rules
• 1st level support for inquiries from client advisors
• Collaboration in projects on tax-related topics and technical implementation of existing or new processes

Tax Reclaim Service

• Preparing and transmitting of data files to the outsourcing provider
• Monitoring of tax reclaim requests with the outsourcing provider
• Ensuring the reimbursement chain to the clients
• 1st level support for inquiries from client advisors
• Assisting in the continuous improvement and further development of the entire tax reclaim process to ensure highest quality

Operational & Regulatory Taxes

• Reconciliation and preparation as well as monitoring and delivery of Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)
• Monitoring and invoicing of Swiss stamp taxes for Ex-Custody clients
• Monitoring and updating the withholding tax rates according to the Double taxation treaty (DTT) for Swiss and Foreign clients
• Supporting function in further regulatory tax reporting topics such as:
  - U.S. Qualified Intermediary
  - U.S. FATCA
  - Automatic Exchange of Information (CRS Reporting)
• Identifying new opportunities for process improvements and improve the efficiency and control environment

Regulatory Transaction Reporting

• Monitoring and handling of FinfraG, MiFIR and EMIR Transaction Reporting
• Recognizing and solving issues
• Contact person for institutional clients and requests
• Ensure compliance with all regulatory and transactional tax reporting obligations

The successful candidate will have a varied and hands-on role working with the Business to understand their requirements and translate them into IT solutions using the Avaloq platform. As a member of a team, it is important the candidate shows flexibility, proactivity and responsibility.

Responsibilities

• Business Interaction - Working directly with the business to understand their business processes and find ways to improve these through smart and practical Avaloq parameterization solutions
• Requirements Analysis - Bring a structured and methodical approach to analyzing and visualizing complex Business requirements, mapping these to possible extensions to the Avaloq framework and translating these into clear and precise requirements documentation
• Project Delivery – Define, implement technical solutions either directly, through interaction with IT colleagues from different areas or external consultants
• Parameterization – Convert Specifications into Avaloq functionality through the wide range of parameterization options to meet the Business needs. In particular:
• Enhance Workflows, Context Actions, Order Validations and Static Data
• Setup of rules for the different kinds of rule engines
• Write/Enhance dedicated business reports
• Configure the messaging framework to connect to surround systems
• ...