Client Tax Reporting Services for Banks and wealth managers

We use a Swiss-hosted Microsoft Azure platform as standard for our BPO offering, ensuring data is securely hosted in Switzerland and managed by a Swiss-based team at all times.

However, the specific hosting solution can be adapted to meet individual client requirements, with Google Cloud or on-premises delivery also available.

Full transparency is provided over all data transformation activities ensuring clarity in all our Client Tax Reporting services.

Our strong relationship with Client Tax Reporting software and external data providers guarantees you access to the best solutions on the market.

Our client tax reporting service reduces operational risk, enhances data quality and meets ever-higher client expectations, ensuring the provision of a high-quality, tax advisory backed service to your private clients.

A dedicated Swiss-based contact ensures consistent communication and direct access to our global Client Tax Reporting network, supporting planning, preparation for tax changes, and queries for private clients.

With almost 20 years of experience in end-to-end managed services and tax reporting, EY delivers proactive insights, comprehensive change management, and accurate Client Tax Reporting. Our Tax Managed Services continue to evolve, offering efficient, scalable, and advanced solutions for global and local clients.

Learn more about other services:

• Tax Managed Services: Tax Managed Services | EY - Switzerland
• Swiss Fund Tax Reporting: Swiss Fund Tax Reporting services | EY - Switzerland
• Customer Tax Operations and Reporting Services: Customer Tax Operations and Reporting Services (CTORS) | EY - Global