Do you have a passion for working with numbers and the ability to see both the fine details and the big picture? Are you looking for a position in a dynamic and engaging environment in Transaction Banking that lets you delve into complex tax and regulatory matters? Are you energized by the opportunity to question the status quo and optimize processes?, , At our Vontobel, we’re committed to empowering people who create opportunities to deliver the banking experiences of tomorrow., , As a valued member of our Operation Services department, you will join a team of five experienced colleagues, dedicated to providing essential regulatory reporting and operational tax services to our clients. Together, we deliver high-quality reporting and tax services and support internal and external stakeholders with thorough and insightful service

What would your role be?

• Oversee the planning, support, and coordination of the annual Qualified Intermediary (QI) and Qualified Securities Dealer (QDD) 871(m) reporting and compliance, including delivering WHT to IRS and conducting data reconciliations. Serving as the point of contact for inquiries from all business areas of the bank in connection with these, and related operational US Tax topics
• Qualified Intermediary (QI) & 871(m) Reporting:
• Assisting in handling the annual reporting for AEOI/CRS/CARF and FATCA, ensuring accurate and timely compliance

AEOI & FATCA & CARF Reporting:

• Opportunity to take on or support additional topics in further operational tax areas as financial transaction taxes (e.g. Spain/Italy/France transaction tax) or Swiss and foreign withholding taxes
• Withholding & Transaction Tax Management:
• Opportunity to explore and support additional topics related to Regulatory Reporting, specifically in the areas of EMIR, MiFID II and FinfraG
• Regulatory Transaction Reporting
• Act as a knowledgeable and reliable representative of the department in bank-wide projects and process enhancement initiatives related to regulatory tax topics
• Drive the continuous improvement of existing processes and services, collaborating closely with IT colleagues within the team, to continuously improve and ensure efficiency and effectiveness

What are we looking for?

• A degree in banking & finance or similar with several years of relevant professional experience
• At least two years of experience in one of the mentioned tax topics above is a must
• A proactive and independent approach to work, with strong organizational skills
• Commitment to high-quality, accurate work, a reliable work ethic, and a “can-do” mindset
• A collaborative team player with effective communication skills
• Proficiency in both German and English

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch
• Friendly, diverse team in an open-office space with dancing walls
• Agile environment in how we think, the way we work and our trust for each other
• Lots of special perks, including home office possibility up to 40%
• Flat hierarchy with collaboration at all levels
• Campus feeling and a collaborative spirit
• We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply

Why Vontobel?

• At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability
• Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role
• cosmofunding by Vontobel

Asset Management

Patriot Act Certification

Deposit Insurance Scheme

configure your cookie and tracking settings