Tax Reporting Officer

HSBC•Geneva, IL

About The Position

The opportunity : Tax Reporting Officer Being part of HSBC in Switzerland, you’ll help evolve and grow our business. The Tax reporting Officer role covers the activities of tax reporting for PBRS in Switzerland. The role cover the activities of Tax reporting for Tax authorities. Are you interested ? Do you have a strong Operations knowledge ? Do you enjoy to be part of a cohesive team ? If you answered yes to any of these questions, we want to hear from you! What you will do: The role primarily surrounds ensuring that : K1 forms are reconciled, send to the client in timely manner. Discrpencies are addressed to Funds Administrator and properly monitored into the follow-up file. Issues are escalated to Manager. Tax reports solutions sent out to tax authorities are accurate and provided in a timely manner. Being at the end of the operational chain, the tax reporting activity monitoring is a priviledged way to detect any upstream issues, discrepancies within operations/core systems. Indeed, the Tax reporting Officer must act across all departments in order to enhance the reporting quality. Guarantee the figures accuracy and coordinate the appropriate correction when an error has been detected on Reports / Systems / Products which requires multiple skills and especially being able to speak both IT and Business “languages”. Due to the complexity of systems architecture in place, any decision of change, fixing, improvement must be submitted to the service manager before action. In this role you will: Support Front Office on Tax reporting related subjects/issues. Coordinate with Outsourced Teams and Front Office for Tax Reclaim process Business / Client investigation issues. Production of mandatory documents required by Tax authorities. Ensure that Tax Documents are conform with the rules applicable by Swiss tax Authorities/Foreign Tax authorities (When applicable). Provide efficient and timely support to RM's for raised issues/requests. Ability to anticipate RM's requirements/new clients’ needs. To escalate strange or unusual activities within the client reporting function to the Service Manager. To participate in and support change related user acceptance testing and business resumption activities. Anticipate new client needs, related/non related workload increases.

Requirements

Specific Financial knowledge: Interests, Capital Gain, Corporate Actions, financial products
Strong Operations knowledge
Tax knowledge
Be able to work under pressure and deliver within strict deadline
Computer skills : Avaloq, EasyTax, FiTax, MS Office
Fluency of spoken and written French and English
Conscientious, hardworking and result oriented
Motivated to achieve high performance
Methodical and adaptable
Enquiring mind, actively seeking information
Proactive, with desire to improve processes
A strong team player, working closely with operational areas towards resolving outstanding items
Co-operates and builds rapport with others
Good communication skills and information sharing
Good organizational skills
Analytical & Problem solving skills – the candidate should be to analyze and comment on large volumes of data and be able to propose solutions to issues within a short period of time
Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit

Responsibilities

Ensuring that K1 forms are reconciled and sent to the client in a timely manner
Addressing discrepancies to Funds Administrator and properly monitored into the follow-up file
Escalating issues to Manager
Ensuring tax reports solutions sent out to tax authorities are accurate and provided in a timely manner
Acting across all departments in order to enhance the reporting quality
Guaranteeing the figures accuracy and coordinate the appropriate correction when an error has been detected on Reports / Systems / Products
Supporting Front Office on Tax reporting related subjects/issues
Coordinating with Outsourced Teams and Front Office for Tax Reclaim process Business / Client investigation issues
Producing mandatory documents required by Tax authorities
Ensuring that Tax Documents are conform with the rules applicable by Swiss tax Authorities/Foreign Tax authorities (When applicable)
Providing efficient and timely support to RM's for raised issues/requests
Anticipating RM's requirements/new clients’ needs
Escalating strange or unusual activities within the client reporting function to the Service Manager
Participating in and support change related user acceptance testing and business resumption activities
Anticipating new client needs, related/non related workload increases

Benefits

We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
You can work your way and will have a say in when, where and how you and your team flexibly work together.
Our benefits will give you financial security, and can include: Health & meal allowance, public transport or (e-)bike allowance.
Our family-focused benefits can help you to support your loved ones and include: Days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave . Emergency Childcare with the Red Cross, free of charges for HSBC employees. Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave. Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme.
We’ll give you a huge range of resources that support your mental, physical and social well-being, including: Various sports and leisure activities organised by the employees for the employees. The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices.
You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.
HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger.
We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people.
This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate.
Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions.
HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.
Being open to different points of view is important for our business and the communities we serve.
At HSBC, we’re dedicated to creating diverse and inclusive workplaces.
We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
If you have a need that requires accommodations or changes during the recruitment process, please let us know.
HSBC is committed to building a culture where all employees are valued, respected and opinions count.
We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role.
The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.
For further information on building your career at HSBC, please visit: www.hsbc.com/careers