Transactional Tax Specialist

Are you flexible, quick to adapt, and able to integrate into a new team? 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 that lets you delve into complex tax and regulatory matters? Are you energized by

###the opportunity### to question the status quo and optimize processes and services? At Vontobel, we invest in people who shape the client’s

###experience### of tomorrow. In our Reporting Services Team in Zurich, you'll join an experienced team managing numerous regulatory reporting and tax services. As a Regulatory Tax Specialist, you will collaborate closely with your IT and business colleagues to achieve shared goals, take ownership of application components and processes, address operational challenges, and contribute to ongoing projects.

Together, we deliver high-quality tax services and support internal and external stakeholders with thorough and insightful service.

###your role### be? Withholding & transaction tax processing: monitor, deposit, and report on various withholding and transaction taxes, including Swiss turnover tax, Swiss and foreign withholding taxes, and financial transaction taxes (e. g.

Spain/Italy/France transaction tax). Regulatory tax reporting: plan, support, and coordinate the annual reporting for AIA/CRS, ensuring accurate and timely compliance. Inquiry processing & support: analyze and respond to Transaction Tax and CRS related inquiries from all areas of the bank, as well as from external clients, providing professional insights and solutions.

Implementation of changes: monitor publications of regulatory updates and implement required technical and procedural changes in close collaboration with IT specialists. Department representation & process optimization: act as a knowledgeable and reliable representative of the department in bank-wide projects and process enhancement initiatives related to your regulatory reporting and transaction tax topics.

Process & service development: Pursue the shared goals of regulatory compliance, client satisfaction, quality improvement, efficiency gains, and ensure smooth operations. What are we looking for?

###experience### in the banking and finance sector. Several years of

###experience### in the subject area of Swiss and international Transaction Taxation is a requirement. A proactive and independent approach to work, with strong organizational

###skills### and a willingness to take ownership of your work. Good analytical skills, a “can-do” mindset, and the ability to work independently. 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. All the latest technology to help you excel and advance. Agile environment in how we think, the way we work and our trust for each other.

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 headquarters 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.

Do you want to be Vontobel? Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

###equal opportunity### workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves.

It is based on mutual respect and zero tolerance for any form of discrimination. If you have any questions you can contact us through our contact form. At Vontobel, you are building better futures for our clients and society, as well as for yourself.

By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed.

Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

Do you want to be Vontobel? Private Clients Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions.

This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks. Institutional Clients Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management.

We deliver leading-edge solutions for both institutional and private clients.