Tax Reporting Specialist

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing.
An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody.
We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

'Rethink Everything' is our philosophy - it is at the heart of everything we do.
We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
Tax Reporting Specialist
Within the Technology & Operations unit, Tax Operations provide tax related services for the Lombard Odier Front Office as well as for our external Business Process Outsourcing 'BPO' Clients.
The successful candidate will work within the Tax Reporting team with 9 colleagues and be responsible for the planning, testing, and production of tax statements, and to monitor related developments.
In addition, the successful candidate will contribute to operational projects and the continuous improvement of our tax tools and processes, supporting both internal and external stakeholders.
This individual will mainly collaborate with team members to deliver a high-quality service, but also with other Tax Operations teams and other stakeholders (such as Technology, Front Office, Senior Management, and Legal) to identify, anticipate and follow up on any issue or change that might have an impact on our service offering.
They should be detail-oriented, autonomous, curious, and able to identify risks and recommend mitigation actions, while maintaining clear communication with various stakeholders.
Our Tax Reporting team offers a cooperative and autonomous work environment with flexible working time.
You will be surrounded with operational specialists of various backgrounds, within a dynamic and constantly evolving tax related environment.
YOUR ROLE
Manage the planning and production of tax statements for Lombard Odier clients and BPO clients ;

Create new and enhance business process controls for existing and future activities ;

Follow up business requirements and participate in testing as part of the in-house tax reporting application development ;

Liaise with key stakeholders, such as Front Office and IT teams ;

Provide support for data analysis on tax related topics ;

Draft and maintain operational procedures

YOUR PROFILE
Bachelor degree in Finance or Business Administration or equivalent considered an advantage but 'CFC'/'Maturité professionnel bancaire' also considered

Previous experience of tax reporting, or other related experience considered as a strong advantage ;

Excellent communication skills ;

Proactive and able to work independently with good attention to detail ;

Strong analytical and problem solving skills ;

Skilled in MS Office especially MS Excel ;

Fluent in English and/or French (written and spoken).
Other languages considered an asset ;

Resident in Switzerland or willing to relocate to Switzerland.

Our Maison's DNA is defined by five core values.
Excellence drives us to be the best at what we do, while Innovation fuels our progress.
Respect underpins every interaction, and Integrity shapes our actions.
Together, we are One Team , united in serving our clients with unwavering dedication.
As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates.
Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs.
We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.
It is an exciting time to join our Teams.
All applications will be handled in the strictest confidence.