Operational Tax Officer

Pictet is an investment-led service company, offering wealth management, asset management and related services.

We are an independent investment partnership known for our long-term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim to do the right thing and honour our commitment to enduring quality.

With more than CHF 686 billion in assets under management or custody as of December 31st 2023, Pictet is today one of the leading Europe-based independent wealth and asset managers.

The Group is headquartered in Geneva, where its activities began, and employs more than 5000 employees. With 30 offices, it is also present in Amsterdam, Basel, Barcelona, Brussels, Dubai, Frankfurt, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel-Aviv, Tokyo, Turin, Verona, Shanghai, New York and Zurich.

**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.

You will join our **Tax Reclaim & Relief's team.**

**Your role**:

- Understand how double taxation treaties work.
- Understand the full tax reclaim process:

- Analyze the recoverable amount's potential derived from incomes.
- Understand differences between legal structures of clients (e.g., individuals, companies, trusts, etc.) from a tax point of view.
- Understand the links between all counterparties (sub-custodians, tax administrations, internal counterparties) and complete and gather the relevant documentation in a timely manner, following up on the process until acceptance on the sub-custodian or tax administration side.
- Manage the entire tax recovery process:

- Prepare tax reclaim requests.
- Respond to external requests for information from sub-custodians and tax administrations.
- Reconcile and credit the tax recoverable amounts refunded.
- Collaborate with the Product Owner (PO) of the service, as well as the IT department, to implement legal and process changes into the tax system tool.
- Ensure all data is up to date in the tax tool to avoid production errors.
- Work in close collaboration with the different teams of the Tax department.
- Handle inquiries and address country-specific tax questions from internal counterparties.
- Analyze potential changes/opportunities in new markets.
- Report to management with recurrent and accurate Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs).

**Your profile**:
Qualifications and experience:

- Master’s degree in Finance or Economics.
- Min 3 years' experience in tax department of an audit/tax firm or the back-office’s department of a bank.

Knowledge / technical skills:

- Very good MS Office skills (Word, Excel, PowerPoint).
- Good knowledge of banking system (e.g., Avaloq).

Soft skills:

- Ability to cope with stress.
- Team spirit.
- Analytical skills.
- Results-driven and impact-oriented mindset.
- Ability to navigate in a consistently changing environment.

Language skills:

- Fluent in French and English.

**Note**:
We will not accept any CVs from agencies.

**Flexible and modern ways of working**

As a responsible and supportive employer, we promote the well-being of our employees through a set of flexible working arrangements, ranging from a work-from-home policy for eligible functions to opportunities for annualised part-time leave and extended parental leave.

**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._