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Robert
Tax Specialist with 10+ years in Financial Services and Regulatory Reporting
Contacto
Competencias
Extensive experience in US 1099, FATCA, CRS, and abolition tax reporting for financial institutions.
Managed direct interactions with clients and advisors, providing operational support and advice.
Handled data entry, corrections, and reconciliation for large-scale financial or tax-related data sets.
Utilized JIRA and internal systems to support project management and operational workflows.
Supported communication in German, French, and English; experienced in report and document handling.
Educacion
Idiomas
Resumen
A dedicated professional with over a decade in tax reporting, client support, and data management within top financial institutions. Skilled in handling complex regulatory requirements and ensuring smooth operations across diverse financial services.
Logros Clave
- Handled US 1099, FATCA & CRS reporting directly with clients at Equatex AG, ensuring compliance.
- Supported UBS client advisors with UK and Austria abolition tax, overseeing tax certificates and account closures.
- Managed client relationships and operational support in tax reclaim and data management at Credit Suisse and UBS.
Experiencia
Tax Transactional Specialist US FATCA Reporting & 1099 Reporting, Swiss Stamp Tax, CRS Reporting
Dealt directly with Equatex clients and participants for US 1099, FATCA & CRS reporting., US 1099-B & 1099-DIV Transactional Reporting, US 423 Plans 3921 & 3922 Transactional Reporting, US Reporting FATCA, US 945 Reporting & Transactional Reconciliation, US B-Notices...
Tax Transactional Specialist Abolition Tax UK and Austria
Dealt directly with UBS client advisors regarding UK and Austrian abolition tax, second level support., Successful Coach Group Tax Certificates, Beneficial Owner Changes, Account Closing and UK RnD Remittances, Production of Tax Certificates for numbered and private clients., Monitoring of Tax...
First Level Support Abolition Tax UK and Austria
Dealt directly with UBS client advisors regarding UK and Austrian abolition tax, first level support., First Level Support for all client advisors for Abolition Tax UK & Austria., Monitoring of ticket system relating to Abolition Tax UK & Austria., Contact Person for all Operative...
Tax Transactional Reclaim Tax Specialist
Dealt directly with clients as first level support in tax reclaim, tax production and reporting., Client Relationship Management – Procure to Pay (P2P), Tax Reclaim Production, Controlling and Reporting, Payment Processing, Undertaking client presentations for the tax reclaim service, Contact...
Data Securities Management Clerk
To ensure the safe acquisition of data and assist in other areas as required., Opening and correcting the data in the master account using VDPS and HOST, Internal orders for data management through Flowmail, fax and email, Collecting the necessary data to make a complete opening from different...
Tax Transactional Reclaim Tax Specialist
Client Relationship Management – Procure to Pay (P2P), Tax Reclaim Production, Controlling and Reporting, Payment Processing, Undertaking client presentations for the tax reclaim service, Contact Person for all Operative Transactional Queries
Mandate / Inkasso / Coupons Depositor / Security Mandates / Derivative Products
Securities specialist for the settlement of debt collection on behalf of Euroclear, Administration and settlement of UBS AG derivative products, Processing of periodic commissions and expenses, To complete other special projects, Contact Person for all Operative Queries
Global Payments Operations Switzerland Communications Centre
Signature verification., Application management of signature verification project UBA, „Unterschriftenlisten Banken Administration “(Administration Signature Verification List), Mutations in German, French and English, Secure any missing documents by brief, fax or SWIFT