HSBC Group

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

Under the direction of the Head of Client Tax Governance and in line with Group policy and best practice, to advise upon and monitor, of the necessary procedures and processes regarding the identification, tax treatment and reporting of clients: Swiss taxes Swiss Stamp Tax (SST), Swiss Withholding tax, Additional withholding taxes, tax refund. International tax regimes Qualified Intermediary Agreement (Q.I.A), the Foreign Account Tax Compliant Act (FATCA), the Common Reporting Standard, EU DAC6 / OECD MDR. Internal policies Client Tax Transparency

Are you interested ? Do you have experience in dealing with QI, FATCA, CRS, Swiss Stamp Tax, DAC6/MDR within a financial institution and knowledge of general US and Non-US taxes principles desirable ? Do you enjoy to be part of a cohesive team ?

If you answered yes to any of these questions, we want to hear from you !

What you will do:

The jobholder will be required to gain and leverage a good understanding of cross departmental procedures and to engage as a a Tax SME with key stakeholders in this process.

The jobholder must act proactively to ensure accuracy, completeness and the effectiveness QI, FATCA, SST, TTC operational taxes compliance (withholding and/or reporting) and Automatic Exchange of Information (OCDE Standard / CRS). The challenge for the job holder will be to support the risk management framework, ensure risks are clearly understood and that there is a program in place to periodically stress test effectiveness. This will require the interpretation and practical application of highly technical QI, FATCA, SST, CRS, DAC6/MDR legislations and future digitalization of the tax function. 
The jobholder will also need to obtain and maintain a good level of knowledge of key taxes legislations, both local and foreign, including double taxation agreements, as well as understanding the business and banking products in general and the interaction of businesses and business lines across the group and identifying tax components impacting on same topics. 

In this role you will:

• Monitor Regulatory and International Tax regimes withholding and/or reporting compliance for related GPB entities
• Perform periodic reviews of procedures and business activities regarding Regulatory and International Tax regimes in order to ensure effectiveness of procedures in this area, assess the risk and identify areas for resolution
• Build and maintain relationships with other departments and management to communicate priorities in this area based on review and changing regulatory environments
• Provide technical advice, related training and support on Regulatory and International Tax regimes to business and functions alike
• Create internal procedures related to International and Swiss regimes. Develop and review related DIMs and processes
• Perform a supervision role over Client Life Cycle Management teams responsabilities. Ensure guidance are properly understood and implemented by providing training sessions and Q.A checks
• Monitor developments on above listed areas and support with their implementation
• As a main contact point, implement a robust support process with regard to any Fiscal matter into private bank booking centers. Redirect query when appropriate in order to ensure optimal service to clients
• Provide support on the preparation of external Swiss or US Tax authorities and Internal Audit. Ensure a proper follow up on findings and recommendations
• Support external clients tax related queries though meetings via conference calls or face to face visits

• University, Business or commercial school qualification, law degree

• Experience in dealing with QI, FATCA, CRS, Swiss Stamp Tax, DAC6/MDR within a financial institution and knowledge of general US and Non-US taxes principles desirable

• Good understanding of the Private Banking business and type of clients including tax rules and structures

• Flexible, curious and collaborative mindset to contribute to the tax digitalization journey

• Highly organised and experienced in advising on, implementing and following administrative processes

• Must be detail-orientated and able to work independently under pressure

• Direct experience of analytical and problem solving

• Excellent interpersonal and communication skills

• Proficient PC skills, including Word, Excel, Adobe and the use of Internet Search Engines

• Fluency in English, French and other languages could be an advantage

• Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return:

Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

• We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
• You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can include:

• Health & meal allowance, public transport or (e-)bike allowance
• Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave
• Emergency Childcare with the Red Cross, free of charges for HSBC employees.
• Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
• Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme

We’ll give you a huge range of resources that support your mental, physical and social well-being, including:

• Various sports and leisure activities organised by the employees for the employees.
• The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
• You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
• You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland.

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please let us know.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

For further information on building your career at HSBC, please visit: www.hsbc.com/careers