EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
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2025 EY Client Tax Reporting Survey
The EY Client Tax Reporting Survey 2025 examines how market disruption, regulatory pressure, and technology adoption are reshaping client tax reporting in Swiss banking. It provides benchmarks, market insights, and practical recommendations for financial institutions navigating a rapidly changing tax landscape, highlighting the shift toward “tax-aware” teams that integrate client tax reporting into holistic wealth management strategies for enhanced client trust and retention.
Findings from the report:
- How are Swiss banks structuring and delivering client tax reporting services?
- What operating models and technologies are being adopted?
- How do pricing strategies and service offerings differ across segments?
- What role does technical tax expertise play in ensuring quality and compliance?
- How is the market responding to new regulatory and client demands?
Authors:
Guillermo Merck
Charlie Hainsworth
Publication:
25 Nov 2025
Language:
English
Number of pages:
44
Document type:
Report
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