Job Description

ID:0000LHFE
Tax Reporting Specialist
Being part of HSBC in Switzerland, you'll help evolve and grow our business.
The Tax Reporting Specialist role covers the activities of the reporting to Tax authorities as FATCA/CRS/QI, Swiss Stamp tax and Withholding payable tax.
The role covers the activity of the client tax statements production for PBRS in Switzerland, as well as PBLU and PBCI.
Are you interested? Do you have tax knowledge? Do you enjoy to be part of a cohesive team?
If you answered yes to any of these questions, we want to hear from you!
What you will do:
The role primarily surrounds ensuring that the production of the regulatory reporting required to the tax authorities are accurate and done in timely manner.
Regulatory reporting as QI/FATCA/CRS from the reconciliation to the submission to the tax authorities. This include the monitoring, the collection of the K1,1042-S forms and quality insurance.
The role includes :

• the reconciliation and reporting of the Swiss Stamp Tax and Witholding Payable Taxes
• the tax reports solutions sent out to client.
• the tax reclaim process by supporting our provider to collect all required documentations and to follow the claim until the payment is received

Being at the end of the operational chain, the tax reporting activity monitoring is a privileged way to detect any upstream issues, discrepancies within operations/core systems. In this scope the role also covers the coordination/management of issues fixing in order to enhance reporting accuracy overall.
Indeed, the Tax reporting specialist must act across all departments in order to enhance the reporting quality. Guarantee the figures accuracy and coordinate the appropriate correction when an error has been detected on Reports / Systems / Products which requires multiple skills and especially being able to speak both IT and Business "languages".
Due to the complexity of systems architecture in place, any decision of change, fixing, improvement must be submitted to the service manager before action.
In this role you will:

• Support Front Office on Tax reporting related subjects/issues.
• Support Offshored teams for the production of Tax Statement, follow-up and investigation issue
• Coordinate with Outsourced Teams and Front Office for Tax Reclaim process
• Business / Client investigation issues.
• Participate in Tax reporting related projects (Building of adequate Tax reporting solutions, Project related to the Tax reporting accuracy improvement...).
• Support Offshored team on the production of Tax documents for final clients (Generic, Specific)
• Production of mandatory documents required by Tax authorities.
• Ensure that Tax Documents are conform with the rules applicable by Swiss tax Authorities/Foreign Tax authorities (When applicable).
• Provide efficient and timely support to RM's for raised issues/requests.
• Ability to anticipate RM's requirements/new clients' needs.

Requirements:

• Specific Financial knowledge: Interests, Capital Gain, Corporate Actions, financial products
• Strong Operations knowledge
• Tax knowledge
• Undertakes processes and controls effectively, whilst ensuring accuracy. Works well under pressure and to agreed deadlines. Proactive contribution to timely and accurate delivery. Proactive and keen eye for detail.
• Be able to work under pressure and deliver within strict deadline
• Computer skills : Avaloq, EasyTax, FiTax, MS Office.
• Fluency of spoken and written French and English, German a plus.
• Conscientious, hardworking and result oriented. Motivated to achieve high performance. Methodical and adaptable.
• Enquiring mind, actively seeking information. Proactive, with desire to improve processes
• A strong team player, working closely with operational areas towards resolving outstanding items. Co-operates and builds rapport with others. Good communication skills and information sharing.
• Good organisational skills.
• Analytical & Problem solving skills - the candidate should be to analyse and comment on large volumes of data and be able to propose solutions to issues within a short period of time.
• Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.
What you'll get in return:
Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

• We'll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
• You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can include:

• Health & meal allowance, public transport or (e-)bike allowance
• Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks' paternity leave & 26 weeks' maternity leave
• Emergency Childcare with the Red Cross, free of charges for HSBC employees.
• Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
• Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme

We'll give you a huge range of resources that support your mental, physical and social well-being, including:

• Various sports and leisure activities organised by the employees for the employees.
• The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems - either at work or at home. Unlimited telephone consultations services available 24/7.
• You'll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
• You'll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

HSBC has been certified "Top Employer 2025" in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
If you have a need that requires accommodations or changes during the recruitment process, please let us know.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.
For further information on building your career at HSBC, please visit:
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