Tax Specialist (Temporary 6 months)
Job description
Mission Join our Client Documentation & Tax Services Department to support data reconciliation activities for Fiscal Reporting. Main responsibilities Reconciliations: Investigate and close breaks between internal data (positions/transactions) and provider data; identify root causes and implement corrections. Data Corrections & QA: Detect patterns across large datasets; propose durable fixes and prevention rules; coordinate updates with IT and the provider; execute non regression tests after changes.
Tax Statement Readiness: Ensure reconciliations are completed pre production so statements align with country specific tax laws. Documentation: Keep review checklists, reconciliation procedures, and team documentation up to date.
Your profile
3–4+ years in banking operations, data quality, reconciliations, or tax services. Knowledge of financial instruments (equities, bonds, structured products, listed/OTC derivatives). Detail oriented and logic driven; able to spot inconsistencies in positions, transactions, and tax statements. Strong analytical skills; comfortable with large datasets, pattern detection, and root cause analysis.
Proficient in Microsoft Excel (lookups, pivots, formulas); basic data management skills. Solid understanding of tax fundamentals and transactional flows; clear communication with IT and external providers. Fluency in French and English. Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility
- Compliance with regulations and internal directives
Description copied from Union Bancaire Privée's careers page. Read the full posting before you apply.
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