Fixed-Term Contract

CDD 5 mois - Client Data Officer

Modified on 18/11/2024

  • GENEVE - Switzerland
  • Others
  • 2024-94145

Job description

Key responsibilities :

  • Review of tax documentation and tax classification of corporate clients, inheritance cases and other complex cases ;
  • Act as a point of contact for FATCA, QI and CRS related inquiries, providing in-depth analysis ;
  • Collaborate with various departments to assess complex cases ;
  • Assess tax risks associated with complex structures and transactions ;
  • Participate in both national and international tax compliance initiatives, supporting booking/servicing centers outside Switzerland (Asia & Middle East).

Swiss domiciliation is required for this position.

    • Starting date
    • 01/01/2025
    • Position with management
    • No
    • Executive / Non Executive
    • Non cadre
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
      • Bachelor of Laws or international taxation is a plus.


      • Minimum of 5 years of experience in a similar tax compliance role within the financial services sector, with a deep understanding of FATCA, CRS and QI regulations.
    • Minimum experience level
    • 6-10 years
    • Compétences recherchées
      • Strong organizational skills with the ability to manage multiple priorities ;
      • Proficiency in analyzing legal structures from a tax compliance perspective ;
      • Excellent communication skills and ability to work in an agile and multicultural environment collaboratively with various stakeholders.


    • Languages
    • Fluent in French and English
  • About CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA is one of the leading institutions of the Swiss financial center, and one of the top five foreign banks in the country. Beyond its wealth management activities in Switzerland, the Middle East and Asia , the bank is also active in capital markets as well as trade and commodity finance for commodity traders and export companies. Present in Switzerland since 1876, it currently has about 1'000 specialists in commercial, product and service functions, as well as support and control. Its teams combine their knowledge of the local environment with the vast expertise and opportunities of the global network of Indosuez Wealth Management, Corporate and Investment Banking (Crédit Agricole CIB) and the Crédit Agricole Group. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

CDD 5 mois - Client Data Officer

Published the 18/11/2024

Fixed-Term Contract
  • GENEVE - Switzerland
  • Others
  • 2024-94145

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