Job offer
Junior Tax Specialist 100% (f/m/d)
Julius Baer is looking for a Junior Tax Specialist (m/f/d) to join the Investment Product Taxation team in Zurich, providing support in the taxation of investment products and ensuring tax compliance. The position offers the opportunity to contribute to Wealth Management and work as part of the second control mechanism.
Job description: Junior Tax Specialist 100% (m/f/d)
Tasks
- Tax support for key stakeholders such as Private Banking, Global Products & Solutions (GPS) for product offerings and client solutions
- Maintaining and updating the tax stability rule engine to reflect the latest legislative changes, tax decisions and internal policy decisions
- Independent monitoring and control activities as part of the second line of defense, validating the correct implementation of tax regulations, systems and processes
- Providing product tax expertise through special training sessions and improving internal educational materials on investment product taxation topics
- Monitoring developments in the area of investment product taxation, international and national legislative changes and assessing their impact on current practices and systems
Requirements
- University degree in law, business administration, finance or a related field
- Ideal: maximum 2-3 years of post-academic experience in a financial institution, law firm, accounting firm or corporate tax environment
- Experience in private banking, asset management or capital markets is strongly preferred
- Solid understanding of Swiss and/or international tax regulations affecting investment products
- Familiarity with Swiss tax law and selected foreign tax laws relevant to Julius Baer's client base
- Knowledge of financial products (shares, bonds, funds, structured products) and trading environments
Language skills
- Knowledge of English required; knowledge of German is a strong advantage; additional language skills are an advantage
We offer
No specific benefits or incentives mentioned.Job details