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Lombard Odier & Cie
Tax Reclaim Specialist
Geneva
FULL TIME
November 14, 2024
With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
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Manage the production of tax reclaim forms for Lombard Odier clients and BPO clients ;
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Follow up on tax reclaim cases and liaise with key internal and external stakeholders;
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Contribute to testing as part of the dedicated in-house tax reclaim tool enhancements;
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Provide support for tax related data analysis;
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Draft and maintain operational procedures, KRIs and KPIs.
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Bachelor degree in Finance or Business Administration or equivalent considered an advantage but “CFC”/”Maturité professionnel bancaire” also considered
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Previous experience within Tax Operations, other operations experience considered as a strong advantage ;
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Excellent communication skills ;
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Proactive and able to work independently with good attention to detail ;
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Comfortable with administrative tasks ;
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Fluent in English and French (written and spoken). Other languages considered an asset (German, Italian, Spanish or other languages) ;
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Resident in Switzerland or willing to relocate to Switzerland.
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