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Tax-Zurich-Analyst-Tax Processing

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 14 days ago

No clicks

**Tax Operations Analyst (Tax Processing) - Zurich, Switzerland** - **Analyze** & process tax regimes (IRS Forms 1042, 1099, Schedule K-1) - **Monitor** global FATCA & CRS reporting, ensure documentation compliance - **Manage** risks & control governance, drive operational improvements using BI & AI tools - **Collaborate** cross-functionally, working with Operations, Tax, Legal & Compliance - **Requirements**: Bachelor's degree, 1-3 yrs in financial services/operations, Excel proficiency, strong analytical skills - **Tech Stack**: Microsoft Excel, standard office productivity suites

Compensation
Not specified

Currency: Not specified

City
Zurich
Country
Switzerland

Full Job Description

Tax-Zurich-Analyst-Tax ProcessingZurich, Zurich, Switzerland
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)Zurich
JOB FUNCTIONTax Processing
DIVISIONTax

TAX OPERATIONS

The Global Tax teams mission is to support the firms compliance with the tax laws and associated reporting obligations of the countries and local jurisdictions in which the firm conducts business. Global Tax analyzes and supports the activities, operations, reporting obligations and transactions of the firms business lines so that tax consequences and reputational risks are evaluated appropriately.

OPERATIONS

Operations is a dynamic, multi-faceted function that partners with all areas of the firm to deliver banking, sales and trading, and asset management capabilities to clients around the world. Alongside this service-delivery role, Operations provides essential risk management and control, preserving and enhancing the firms assets and reputation. Operations develops the processes and controls and helps specify the systems that deliver accuracy, timeliness and integrity across the business.

YOUR IMPACT

We are seeking an Analyst to join the Tax Operations team to support the firms tax reporting obligations, digital transformation, and control governance. In this role, you will develop a deep understanding of core tax systems and processes, applying quantitative rigor and an inquisitive mindset to identify control gaps, remediate processing breaks, and drive sustainable operational improvements. The candidate will be part of the "Change the Bank" initiatives by leveraging BI platforms and AI tools to automate workflows and enhance reporting efficiency. You will collaborate with global teams on critical regulatory tax reform implementations such as FATCA and CRS - while continuously monitoring the regulatory landscape and acting as a regional operational point of contact. Throughout these initiatives, you will partner closely with Operations, Engineering, Tax, Legal, Compliance, Controllers, and Business Stakeholders to strengthen the internal control environment, retain critical specialist knowledge, and ensure strict compliance with global tax authorities.

OUR IMPACT

Tax Operations supports the activities, operations, reporting obligations and transactions of the firms business lines so that tax consequences and reputational risks are evaluated appropriately. The team manages end-to-end information reporting and withholding governance as well as U.S. and CRS documentation validation, reporting, and Swiss withholding tax reconciliations - while fielding cross-border client tax inquiries. Furthermore, the team evaluates regulatory and business changes to design robust internal controls, partnering closely with Engineering to automate workflows and scale strategic platforms.

KEY RESPONSIBILITIES

  • U.S. Information Reporting & QI Compliance: End-to-end reconciliation, withholding tax accounting, and electronic submission of IRS Forms 1042, 1042-S, 1099, and Schedule K-1 packages, ensuring strict Qualified Intermediary (QI) compliance and ledger-to-deposit alignment.
  • Global CRS & U.S. Documentation: Multi-jurisdictional FATCA and CRS reporting programs - overseeing account scoping, XML schema validation, and regulatory filings - while leading annual W-8/W-9/CRS solicitation campaigns to remediate documentation defects, including CRS and U.S. Tax Form validation.
  • Risk Governance & Strategic Transformation: Served as the regional tax operations SME and risk controller, driving control remediation, leading regulatory change initiatives (FATCA/CRS), and optimizing operational tax workflows across global teams.

     

BASIC QUALIFICATIONS

  • Education & Experience: Bachelors degree required, along with 13 years of relevant industry experience in financial services, operations, or accounting.
  • Analytical & Control Mindset: Proven analytical and problem-solving abilities, supported by a strong risk-and-control mentality and meticulous attention to detail.
  • Technical Proficiency: Strong working knowledge of Microsoft Excel and standard office productivity suites.
  • Understanding of financial-services operations, transaction lifecycles and upstream data or booking dependencies; ability to learn relevant tax rules and apply them operationally.
  • Communication & Relationship Management: Aptitude for building collaborative relationships and communicating complex technical and operational topics clearly across diverse internal stakeholders.
  • Workload & Priority Management: Self-motivated, proactive team player with a strong sense of ownership and accountability; demonstrated capability to organize and manage multiple competing, time-sensitive deliverables.
  • Resilience & Collaboration: Flexible, adaptable, and able to perform under pressure within a fast-paced, collaborative team environment.
  • Communication: Excellent written and verbal communication skills, including the ability to explain complex tax, data and control matters clearly.

 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual has opportunities to grow professionally and personally, including through training and development, firmwide networks, benefits, wellness and personal finance offerings, and mindfulness programmes. Learn more about our culture, benefits and people at GS.com/careers.

We are committed to providing reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Further information is available through the Goldman Sachs careers website.

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

Tax-Zurich-Analyst-Tax Processing

Compensation

Not specified

City: Zurich

Country: Switzerland

Goldman Sachs logo
Bulge Bracket Investment Banks

14 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Tax Operations Analyst (Tax Processing) - Zurich, Switzerland** - **Analyze** & process tax regimes (IRS Forms 1042, 1099, Schedule K-1) - **Monitor** global FATCA & CRS reporting, ensure documentation compliance - **Manage** risks & control governance, drive operational improvements using BI & AI tools - **Collaborate** cross-functionally, working with Operations, Tax, Legal & Compliance - **Requirements**: Bachelor's degree, 1-3 yrs in financial services/operations, Excel proficiency, strong analytical skills - **Tech Stack**: Microsoft Excel, standard office productivity suites

Full Job Description

Tax-Zurich-Analyst-Tax ProcessingZurich, Zurich, Switzerland
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)Zurich
JOB FUNCTIONTax Processing
DIVISIONTax

TAX OPERATIONS

The Global Tax teams mission is to support the firms compliance with the tax laws and associated reporting obligations of the countries and local jurisdictions in which the firm conducts business. Global Tax analyzes and supports the activities, operations, reporting obligations and transactions of the firms business lines so that tax consequences and reputational risks are evaluated appropriately.

OPERATIONS

Operations is a dynamic, multi-faceted function that partners with all areas of the firm to deliver banking, sales and trading, and asset management capabilities to clients around the world. Alongside this service-delivery role, Operations provides essential risk management and control, preserving and enhancing the firms assets and reputation. Operations develops the processes and controls and helps specify the systems that deliver accuracy, timeliness and integrity across the business.

YOUR IMPACT

We are seeking an Analyst to join the Tax Operations team to support the firms tax reporting obligations, digital transformation, and control governance. In this role, you will develop a deep understanding of core tax systems and processes, applying quantitative rigor and an inquisitive mindset to identify control gaps, remediate processing breaks, and drive sustainable operational improvements. The candidate will be part of the "Change the Bank" initiatives by leveraging BI platforms and AI tools to automate workflows and enhance reporting efficiency. You will collaborate with global teams on critical regulatory tax reform implementations such as FATCA and CRS - while continuously monitoring the regulatory landscape and acting as a regional operational point of contact. Throughout these initiatives, you will partner closely with Operations, Engineering, Tax, Legal, Compliance, Controllers, and Business Stakeholders to strengthen the internal control environment, retain critical specialist knowledge, and ensure strict compliance with global tax authorities.

OUR IMPACT

Tax Operations supports the activities, operations, reporting obligations and transactions of the firms business lines so that tax consequences and reputational risks are evaluated appropriately. The team manages end-to-end information reporting and withholding governance as well as U.S. and CRS documentation validation, reporting, and Swiss withholding tax reconciliations - while fielding cross-border client tax inquiries. Furthermore, the team evaluates regulatory and business changes to design robust internal controls, partnering closely with Engineering to automate workflows and scale strategic platforms.

KEY RESPONSIBILITIES

  • U.S. Information Reporting & QI Compliance: End-to-end reconciliation, withholding tax accounting, and electronic submission of IRS Forms 1042, 1042-S, 1099, and Schedule K-1 packages, ensuring strict Qualified Intermediary (QI) compliance and ledger-to-deposit alignment.
  • Global CRS & U.S. Documentation: Multi-jurisdictional FATCA and CRS reporting programs - overseeing account scoping, XML schema validation, and regulatory filings - while leading annual W-8/W-9/CRS solicitation campaigns to remediate documentation defects, including CRS and U.S. Tax Form validation.
  • Risk Governance & Strategic Transformation: Served as the regional tax operations SME and risk controller, driving control remediation, leading regulatory change initiatives (FATCA/CRS), and optimizing operational tax workflows across global teams.

     

BASIC QUALIFICATIONS

  • Education & Experience: Bachelors degree required, along with 13 years of relevant industry experience in financial services, operations, or accounting.
  • Analytical & Control Mindset: Proven analytical and problem-solving abilities, supported by a strong risk-and-control mentality and meticulous attention to detail.
  • Technical Proficiency: Strong working knowledge of Microsoft Excel and standard office productivity suites.
  • Understanding of financial-services operations, transaction lifecycles and upstream data or booking dependencies; ability to learn relevant tax rules and apply them operationally.
  • Communication & Relationship Management: Aptitude for building collaborative relationships and communicating complex technical and operational topics clearly across diverse internal stakeholders.
  • Workload & Priority Management: Self-motivated, proactive team player with a strong sense of ownership and accountability; demonstrated capability to organize and manage multiple competing, time-sensitive deliverables.
  • Resilience & Collaboration: Flexible, adaptable, and able to perform under pressure within a fast-paced, collaborative team environment.
  • Communication: Excellent written and verbal communication skills, including the ability to explain complex tax, data and control matters clearly.

 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual has opportunities to grow professionally and personally, including through training and development, firmwide networks, benefits, wellness and personal finance offerings, and mindfulness programmes. Learn more about our culture, benefits and people at GS.com/careers.

We are committed to providing reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Further information is available through the Goldman Sachs careers website.

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More