Coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We specialise in custom‑fit staffing that aligns with corporate culture, ensuring a perfect match of professional skills, references, and personal as well as social attributes of successful candidates.
Specialist Swiss and German Tax Forms and Reports
Aufgaben
* Responsible for tax forms and returns primarily for Swiss and German clients, as well as clients from other countries.
* Prepare tax forms for Switzerland, including information on dividends, interests, a description of the securities, confirmation of the creditor’s entitlement to Swiss withholding tax, and confirmation that banks or custodians have remitted the correct tax rate to the Federal Tax Administration.
* Prepare tax forms for Germany and Austria.
* Monitor and file stamp duties in Switzerland and other countries.
* Reconcile transaction taxes and submit to the relevant tax authorities.
* Monitor developments in international tax law regarding securities.
* Claim refunds of withholding taxes for clients under double taxation treaties.
* Act as point of contact for tax inquiries from client advisors regarding securities.
* Ensure quality control of all tax documentation.
* Participate in tax projects.
Qualifikation
* Bachelor’s or Master’s degree in tax, finance, or accounting.
* Experience in Swiss and international tax law, preferably at a bank, “Big Four,” or tax consulting firm.
* In‑depth knowledge of tax issues related to private banking or wealth management, cross‑border transactions, and tax reporting.
* Analytical mindset with strong attention to detail.
* Team‑oriented with strong problem‑solving skills.
* Ability to assess situations, set priorities, and handle multiple tasks simultaneously while switching flexibly between internal and external tasks.
* High level of credibility and loyalty.
* IT skills and proficiency in MS Office, particularly Excel and PowerPoint.
* Proficiency in English and German.
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