Tax Reporting Specialist

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
 

With a history spanning over 230 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.

Tax Reporting Specialist (80-100%)

Within the Technology & Operations unit, Tax Operations provides tax-related services to Lombard Odier Front Office teams and external Business Process Outsourcing (BPO) clients.

The successful candidate will join the Tax Reporting team and be responsible for the planning, testing, and production of tax statements, as well as monitoring and supporting developments of the dedicated tax reporting platform.

The successful candidate will work closely with team members to deliver a high-quality service and collaborate with other Operations teams and key stakeholders, including Technology, Front Office, Legal, and Senior Management. They will proactively identify, assess, and follow up on issues, risks, and regulatory or business changes that may impact our service offering.

The role requires strong attention to detail, autonomy, curiosity, and the ability to communicate effectively with a wide range of stakeholders while proposing pragmatic risk mitigation measures.

The Tax Reporting team offers a collaborative and empowering work environment with flexible working arrangements. You will join a team of experienced specialists operating in a dynamic and evolving tax landscape.

YOUR ROLE

• Manage the planning and production of tax statements for Lombard Odier clients and BPO clients ;

• Create new and enhance business process controls for existing and future activities ;

• Follow up business requirements and participate in testing as part of the in-house tax reporting application development ;

• Liaise with key stakeholders, such as Front Office and Technology teams within the scope of our client services;

• Provide support for data analysis on tax related topics ;

• Draft and maintain operational procedures

YOUR PROFILE

• Bachelor degree in Finance, Business Administration, or equivalent considered an advantage, although a Swiss CFC or Maturité Professionnelle Bancaire will also be considered.

• Previous experience in tax reporting or a related field would be highly valued.

• Proactive and enthusiastic team player with excellent communication skills, a collaborative mindset, intellectual curiosity, and a strong sense of accountability.

• Excellent interpersonal and stakeholder management skills, with the ability to build trusted relationships, collaborate across functions, and thrive in a dynamic and evolving environment.

• Fluent in English and/or French (written and spoken). Additional languages are considered an asset (German, Italian, Spanish, or others).

• Demonstrated long-term growth potential, with the opportunity to progress into a Deputy role and contribute to leadership, people development, and team management initiatives.

• Resident in Switzerland or willing to relocate to Switzerland.

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.