Tax Manager

Leonteq Securities AG

Leonteq Securities AG

Key information

  • Publication date:

    11 July 2024
  • Workload:

    100%
  • Contract type:

    Unlimited employment
  • Language:

    English (Fluent), German (Fluent)
  • Place of work:

    Zürich

WHO WE ARE

Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees.

Leonteq generated turnover of CHF 21.3 billion and posted total operating income of CHF 260.0 million in 2023. As of 31 December 2023, Leonteq's shareholders' equity totalled CHF 780.1 million.

Leonteq has an investment grade rating from the rating agencies Fitch Ratings Ltd. and Japan Credit Rating Agency, Ltd., who have evaluated and assigned ratings to Leonteq AG and Leonteq Securities AG, respectively. Furthermore, Leonteq has ESG ratings from both MSCI as well as Sustainalytics.

Leonteq is listed on the SIX Swiss Exchange (SIX: LEON) and is a securities firm regulated by the Swiss Financial Market Authority FINMA and is a member of the Swiss Structured Product Association.

About the role

At Leonteq, we are a leading player in the financial industry, renowned for our innovative approaches, our commitment to excellence and our entrepreneurial spirit. Our organisational values people together, passion, dedication, quality and expertise are our guiding north star.

You will be part of the Group Taxes team within the Finance & Corporate division.

What you'll do

Manage tax aspects of the group globally and in collaboration with advisors and local accountants, incl. tax compliance coordination and preparation, with a focus on:
  • VAT/GST
  • Withholding taxes
  • Corporate income taxes
  • Financial transaction taxes and stamp duties
  • Tax audits and tax litigations in Switzerland and abroad

Provide regular support to the Financial Accounting & Reporting department:
  • Facilitate group tax accounting (IFRS and local)
  • Contribute to the elaboration of the group's tax notes
  • Perform tax provision calculations
  • Monitor and coordinate transfer pricing adjustments

Govern operational tax matters such as:
  • FATCA and CRS reporting
  • US 871(m) reporting
  • Yearly tax reporting for Actively Managed Certificates (AMCs) and Tracker Certificates
  • Withholding tax repatriation restrictions
  • Tax related questions further to structured products
  • Preparation of tax ruling requests for new investment structures

  • Take on ad-hoc tasks and run tax related projects across various departments and divisions (e.g. introduction of new accounting or payment systems, openings of new offices, etc.)
  • Manage parts of the advisory and service providers network globally

What you'll need

  • Higher education in business administration, economics or law
  • Good understanding of accounting and reporting systems
  • 3 - 6 years relevant experience, in particular in Swiss tax law
  • Tech-savvy, highly skilled in excel and data analysis
  • Good written and verbal communication in English and German
  • Fast learner with high levels of confidence, professionalism and diplomacy

Nice to have

  • Diploma as Swiss Certified Tax Expert or Swiss Certified Fiduciary Expert is a plus

Why you'll love working here

  • Experience the dynamics of a leading fintech company in Switzerland
  • Learn about the universe of structured products
  • Work in modern facilities at an exceptional location
  • Hybrid work system: home office and office

Contact

  • Leonteq Securities AG