We are looking for a German speaking US tax specialist (m, f, d).
US Tax Specialist Wealth Management
Aufgaben
* Support in reviewing U.S. tax forms and relevant documentation.
* Prepare FATCA, CRS, and withholding tax reports and ensure compliance with FATCA and QI requirements.
* Understand the entire tax reporting lifecycle and operational processes.
* Proficiency in data collection, validation, tax controls, and tax forms (e.g., 1042‑S/1042, 1099 series, W‑8BEN, FATCA/CRS filings) and filing processes (Form 196, QI, etc.).
* Analyze complex U.S. tax issues and ensure that reporting processes are carried out correctly and on time.
* Advise business departments on relevant matters such as documentation requirements, withholding tax investigations and reporting obligations.
* Collaborate with external law firms and auditors to clarify tax issues.
* Further develop tax processes regarding procedures, controls, and workflows for client onboarding, account opening, and client support.
* Provide support for the automation of manual processes in collaboration with business analysts and IT.
* Update tax policies in the systems in response to changes in U.S. tax law.
* Participate in ad hoc projects.
Qualifikation
* Bachelor’s or Master’s in Tax, Accounting or Law.
* A tax certification is beneficial.
* Familiarity with banking processes and core banking systems, including software for tax reporting.
* Practical experience with the IRS website and knowledge of how to use publications and forms related to tax reporting.
* In-depth knowledge of U.S. tax legislation and familiarity with all aspects of tax operations.
* Strong analytical skills combined with a team‑ and service‑oriented approach.
* Hands‑on approach and an interest in working on complex U.S. tax projects.
* Attention to detail and the ability to assess issues.
* Structured, independent and precise working style.
* Strong sense of commitment.
* IT skills, particularly in the use of banking software and Microsoft Office.
* German and English.
#J-18808-Ljbffr