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.
Withholding & transaction tax management: 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.
A degree in banking & finance, business administration or similar with several years of relevant professional 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.
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.
At Vontobel, we are an 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
Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.
This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience.
Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients.
Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time.
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