Tax Operation Specialist

About Us   Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Responsibilities Client Tax Reporting Assisting in the production of country specific Client Tax Reports Processing error logs and maintaining acquisition data for accurate tax reports Providing 1st level support for inquiries from client advisers Continuously monitoring changes in domestic and international tax regulations, assessing their impact on existing tax rules sets and implement necessary adjustments to ensure accurate tax treatment Contributing to tax-related projects by designing efficient solutions, delivering business requirements and supporting the implementation of new or enhanced processes Tax Reclaim Service Preparing and transmitting data files to the outsourcing provider Monitoring of tax reclaim requests with the outsourcing provider Ensuring the reimbursement chain to the clients Providing 1st level support for inquiries from Client Advisers Driving continuous improvement and development of the entire tax reclaim process to ensure efficiency and high quality Regulatory Tax Reporting Managing U.S. Qualified Intermediary (QI), FATCA, and CRS reporting, including timely and accurate submission of all regulatory reports to the related Federal Tax Administrations Performing reconciliation and testing of tax data to ensure completeness and compliance with international and Swiss regulatory standards Reviewing and maintaining rule sets for regulatory tax reportings, ensuring alignment with evolving legislation and internal policies Implementing regulatory changes in processes and systems, collaborating with IT and compliance teams for technical integration Acting as a key contact for internal stakeholders regarding QI, FATCA and CRS Maintaining and regularly updating withholding tax rates for Swiss and Foreign clients in accordance with applicable Double Tax Treaties (DTT) Reconciling, preparing and submitting Swiss stamp tax (Form 9) and…