Senior Tax Expert

2/2012 – offen

Achieved Objectives
Interpretation FATCA Compliance and Taxation Rules
Participation in developing of Requirements on Custody Business
Conduct FATCA Training to Project Work streams
Deploy Assessments of SIX Securities Business Unites to identify FATCA Impacts on Business
Strategy and Processes
Liaise with external Tax Advisory Companies (PWC) to clarify interpretation of FATCA Law

9/2008 – 1/2012

April 10 January 2012 US Foreign Account Tax Compliance Act (FATCA)
Achieved Objectives
Understanding of FATCA Taxation and Compliance Rules
Provide FATCA Training to CS Private Banking Operations Project Team
Prepare and conduct Workshops with Business Process Owner to identify FATCA gaps on
existing KYC-Procedures and End-to-End Business Processes

Feb 10 December 10 Implementation of US Cost Basis Reporting Rules
Achieved Objectives
Putting Cost base requirements for 1099-B Proceed From Broker and Barter Exchange
Transactions reporting in practice

Oct 09 May 2011 Investment Offering in US Partnership shares
Achieved Objectives
Establish tax compliant procedures to meet clients tax responsibility

Sept 2008 Nov 2009 - Project Tax Enhancements as part of the EUROM Program
Achieved Objectives
Interpreting Capital gains and income tax rules Luxemburg, Germany and Austria
Definition Tax Requirements on Business Processes and IT-Procedures
Define functional tax model and tax core processes for International locations

5/2008 – 8/2008

Improvement of "Business Process" within Credit Suisse Private Banking IT Department