Tax Reporting Expert

Purpose of the Job

Quintet Private Bank is a leading private bank in the wealth management sector. We are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.  

As part of the Group Client & Bank Tax department, your mission will be to ensure the production of tax reporting for Private Clients as well as the accurate collection and reporting of withholding taxes under our responsibility. 

Key Accountabilities

• Perform the daily activities required to meet reporting requirements including an understanding and analysis of the regulations and financial transactions. 
• Perform analyses and reportings related to the taxation of the investment income of private banking clients. 
• Ensure the correct application of the taxes withheld by the bank on client’s transactions and income and perform their payment and reporting to the tax authorities. 
• Participate to regulatory watches on all topics relating to taxation of investment income. 
• Support the front line teams by answering tax questions addressed by Private Clients.  
• Write and update the reporting procedures. 
• Be able to identify areas of improvement and recommend efficiency enhancements. 

Knowledge and Experience

• Bachelor 
• Minimum 3 years experience in the taxation of high net worth individuals 
• Good knowledge of banking operations and taxation of investment income 

Attributes and Qualities

• High learning capacity 
• Excellent management of priorities, rigor, team spirit, sense of responsibility  
• Good stress control 
• Ability to work on multiple issues 
• Ability to take initiative 
• Adhere to a culture of quality in all relevant tasks 

Technical Skills

• MS Office Suite 

Languages Skills

• Fluent in French and English