Regulatory & Transactional Tax Specialist

Zürich / Bleicherweg 21
Interested? Apply here
Are you flexible, quick to adapt, and able to integrate into a new team? Do you have a passion for working with numbers and the ability to see both the fine details and the big picture? Are you looking for a position in a dynamic and engaging environment that lets you delve into complex tax and regulatory matters? Are you energized by the opportunity to question the status quo and optimize processes and services?

At Vontobel, we invest in people who shape the client’s experience of tomorrow. In our Reporting Services Team in Zurich, you'll join an experienced team managing numerous regulatory reporting and tax services. As a Regulatory Tax Specialist, you will collaborate closely with your IT and business colleagues to achieve shared goals, take ownership of application components and processes, address operational challenges, and contribute to ongoing projects. Together, we deliver high-quality tax services and support internal and external stakeholders with thorough and insightful service.

What would your role be?

  • Withholding & transaction tax management: monitor, deposit, and report on various withholding and transaction taxes, including Swiss turnover tax, Swiss and foreign withholding taxes, and financial transaction taxes (e.g. Spain/Italy/France transaction tax).

  • Regulatory tax reporting: plan, support, and coordinate the annual reporting for AIA/CRS, ensuring accurate and timely compliance.

  • Inquiry processing & support: analyze and respond to Transaction Tax and CRS related inquiries from all areas of the bank, as well as from external clients, providing professional insights and solutions.

  • Implementation of changes: monitor publications of regulatory updates and implement required technical and procedural changes in close collaboration with IT specialists.

  • Department representation & process optimization: act as a knowledgeable and reliable representative of the department in bank-wide projects and process enhancement initiatives related to your regulatory reporting and transaction tax topics.

  • Process & service development: Pursue the shared goals of regulatory compliance, client satisfaction, quality improvement, efficiency gains, and ensure smooth operations.

What are we looking for?

  • A degree in banking & finance, business administration or similar with several years of relevant professional experience in the banking and finance sector.

  • Several years of experience in the subject area of Swiss and international Transaction Taxation is a requirement.

  • A proactive and independent approach to work, with strong organizational skills and a willingness to take ownership of your work.

  • Good analytical skills, a “can-do” mindset, and the ability to work independently.

  • A collaborative team player with effective communication skills. 

  • Proficiency in both German and English.

What do we offer?

  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

  • Friendly, diverse team in an open-office space.

  • All the latest technology to help you excel and advance.

  • Agile environment in how we think, the way we work and our trust for each other.

  • Flat hierarchy with collaboration at all levels.

  • Campus feeling and a collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquarters in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?

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