Beschreibung
The ideal candidate will be working in a Group Tax area at the project which includes updating and enhancing documentation collected to prepare for the first certification under the new Qualified Intermediary Agreement released by the IRS.Your Qualifications:
- 1-2 years of work experience in a data entry / administrative role within operations
- Proficient in MS Office especially experience with working in Excel (vlookup or pivot table and filtering)
- Knowledge of regulations or regulatory space, especially in US Qualified Intermediary, would be beneficial
- Education to degree level ideally within a financial field
- Strong data analysis and summarizing information skills
- Excellent reading, writing and communication skills in English
Your Responsibilities:
- Provide support to Global Qualified Intermediary Team on priority Documentation Remediation Project and gain experience in Tax and Business Analysis
- Review US Tax Documents including Forms W-8IMY, W8BEN-E, W-8BEN, withholding statements and underlying documentation to conclude whether tax documentation received is complete and valid
- Work in Documentation Validation tool to answer list of several questions about what information is provided on the forms and what lines are completed to support conclusion on whether documentation is valid
- Review reasons why documentation is invalid and summarize list of accounts invalid for same or similar reason. Summarize information that can be leveraged for email notification to clients
- Work in excel to review certain data, prioritize client outreach based on certain factors and perform certain business analysis
- Coordination activities and project management support as a possibility
Are you ready for a new challenge and available immediately in Zurich? We look forward to receiving your application in MS-Word on For any questions, please contact us: .