Tax Expert - Operations

Your team

The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.

FundPartner Solutions provides a full suite of fund administration and private label funds services. The global team of industry experts specialises in fund domiciliation, registration and governance, as well as risk compliance and investment management services.

Operations provide secure and efficient processing of Pictet’s banking transactions and investment funds. Our teams ensure all activities follow regulations and manage risks.

The Tax Expert - Operations for Investment Funds will act as the key coordinator and subject matter expert for all tax-related operational activities within the organization. This role involves ensuring that any tax changes (FATCA, CRS, VAT, withholding tax, etc.) are identified, communicated, and implemented effectively in collaboration with the operational teams responsible for tax deliverables. The Tax Expert will work closely with the Tax Group team to ensure compliance with regulatory requirements and to allocate changes with clear implementation targets and timelines.

Your role

Tax Change Coordination and Implementation

• Act as the primary point of contact for operational teams regarding tax changes (FATCA, CRS, VAT, withholding tax, etc.).
• Review and analyze tax-related updates and regulatory changes received from the Tax Group team.
• Ensure all tax changes are identified, documented, and communicated to relevant stakeholders.
• Allocate changes to the appropriate operational teams with clear implementation targets and deadlines.
• Monitor the implementation of tax changes to ensure compliance with regulatory requirements.

Operational Oversight and Support

• Collaborate with operational teams to ensure tax deliverables are accurate, timely, and compliant with applicable regulations.
• Provide guidance and support to operational teams on tax-related matters, including process improvements and issue resolution.
• Develop and maintain a framework for tracking and reporting the status of tax-related changes and deliverables.
• Ensure that all tax-related processes are documented and updated to reflect regulatory changes.

Risk Management and Compliance

• Identify potential risks related to tax compliance and propose mitigation strategies.
• Ensure that all tax processes comply with local and international regulations, including FATCA, CRS, VAT, and withholding tax requirements.
• Support internal and external audits related to tax compliance and operational processes.

Stakeholder Communication and Training

• Act as a liaison between the Tax Group team and operational teams to ensure alignment on tax-related matters.
• Provide training and updates to operational teams on new tax regulations and their impact on processes.
• Prepare and present regular reports to management on the status of tax compliance and implementation of changes.

Your profile

Educational Background:

• Bachelor’s or Master’s degree in Accounting, Finance, Taxation, Economics, or a related field.
• Professional certifications such as CTA (Chartered Tax Adviser), ACCA, CPA, or equivalent are a strong advantage.

Professional Experience:

• Minimum of 5 years of experience in tax operations, preferably within the investment funds or financial services industry.
• Strong knowledge of FATCA, CRS, VAT, and withholding tax regulations.
• Experience in coordinating tax-related projects and working with cross-functional teams.

Specific Knowledge and Skills:

• In-depth understanding of tax regulations applicable to investment funds and financial services.
• Familiarity with operational processes related to tax reporting and compliance.
• Strong analytical skills with the ability to interpret complex tax regulations and translate them into operational requirements.
• Proficiency in tax reporting tools and systems, as well as advanced knowledge of Excel.

Language Skills:

• Fluency in English and French is mandatory (both written and spoken).

Personal Qualities:

• Strong organizational and project management skills, with the ability to manage multiple priorities and deadlines.
• Excellent communication and interpersonal skills to collaborate effectively with internal and external stakeholders.
• Detail-oriented with a high level of accuracy in work.
• Proactive and solution-oriented mindset, with the ability to anticipate and address potential issues.
• Strong sense of responsibility and commitment to ensuring compliance with tax regulations.

Note

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.