Client Tax Reporting

What EY can do for you

At EY, Client Tax Reporting is a top priority service. Our suite of offerings, built around our comprehensive suite of Managed Services, includes quality assurance, tax changes monitoring, operating model reviews, and more.

By delegating the production of tax reports, quality assurance, and post-production support to our dedicated teams of experts, you can focus on your core activities. Specifically tailored for wealth managers with cross-border operations, here are five compelling reasons to entrust EY with this critical process. We would be pleased to discuss your current offering with you.

Global tax management from a market-leading Swiss-based team

EY’s fully Swiss-based core team is the most experienced, and one of the largest, client tax reporting teams in Europe. Our core team works closely with a global network of client tax reporting experts across all 40+ jurisdictions that we cover, combining experience interpreting client tax reports for the clients of leading private banks with experience assisting financial intermediaries implement, maintain and enhance onshore and offshore reporting tools and processes.

This combined knowledge of tax reporting requirements around the world enables us to provide reporting for 40+ jurisdictions, delivering more than 100,000 tax reports annually.

A flexible technology model for many tax problems and solutions

Our ISO 27001- and FINMA-compliant service leverages multiple technology solutions to enable us to provide a flexible tax operations service model to meet the specific reporting, compliance and hosting needs of each of our clients. This includes the ability to quickly develop in line with new market-specific tax filing requirements according to your strategy and growth models.

Secure data solutions in Switzerland for private banking

We can flex our cloud hosting solution depending on your needs, but our standard model for BPO in business is to use a Swiss-hosted Microsoft Azure platform. This ensures your data is securely hosted in Switzerland at all times and directly managed by our Swiss-based delivery team. Full transparency is provided over all data transformation activities for optimum clarity in all our Client Tax Reporting services.

We can also cater for Google Cloud Platform and on-premises delivery.

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

Private client tax-focused service model

Our comprehensive client-focused service model reduces operational risk, improves data quality and meets ever-higher client expectations, enabling you to provide high-quality tax advice for your private clients. We offer a single point of contact located in Switzerland to ensure consistent timely communication. Embedded in our tax teams, your single point of contact will also ensure that you benefit from easy access to our global client tax reporting network to assist with planning, preparation for tax changes, and business and client queries.

Experienced managed services provider

EY’s history of providing end-to-end tax function outsourcing and managed services reaches back nearly 20 years. Over that time, we have developed a tightly knit network of global and local tax experts focused on this service with specialized knowledge of system configuration as well as the relevant tax reporting requirements and rules, ensuring that we deliver proactive insight, comprehensive change management and accurate Client Tax Reporting. With Tax Managed Services at the core of our growth strategy, we plan to continue growing our team and developing our solution to make it ever more advanced, efficient and streamlined.