Director, Financial Services Tax
Jason is a member of the Financial Services Tax Group in Switzerland, which provides tax services exclusively to banks, broker-dealers and asset managers. Originally from the banking industry, Jason joined the Financial Services Tax Team in Zurich in 2005. In addition to offering ongoing tax advice to banks, Jason has specialized in the tax treatment and tax reporting of domestic and foreign fund structures in Switzerland.
Jason has also been a member of the Swiss QI team since joining KPMG. He regularly supports Swiss and foreign banks in questions about the QI and FATCA regime and has conducted QI audits for numerous banks in Switzerland and abroad. Furthermore, Jason also regularly provides tax advice for all other operational taxes (eg stamp duty, withholding tax, EU savings tax), with a special focus on the fund industry.
Swiss Certified Tax Expert
Bachelor in Business Administration