Job offer

Specialist in Client Tax Reporting & Tax Reclaim (100%) (f/m/d)

Julius Baer is seeking a Client Tax Reporting & Tax Reclaim Specialist who will be responsible for the end-to-end execution of client tax reporting and handling complex tax cases. The ideal candidate should have several years of experience in client tax reporting and withholding tax reclaims, as well as in-depth knowledge of securities and tax principles.

Tasks

  • Manage incoming, complex tax cases and implement effective resources
  • Handle highly complex individual inquiries that require in-depth analysis and sound judgment
  • Provide support and advice to specialists or team leaders to help resolve critical issues
  • Contribute to the development and implementation of new solutions and process improvements
  • Collaboration with stakeholders across functions
  • Identify, define, and gather system or process requirements in coordination with the Product Owner
  • Ensure that internal policies, guidelines, and regulatory standards are strictly adhered to
  • Monitor daily operations and the use of key tools and processes within the team

Requirements

  • Completion of a higher education degree (e.g., a bachelor's or master's degree)
  • Several years of relevant professional experience in client tax reporting and withholding tax claims
  • In-depth knowledge of securities, their characteristics, and the associated tax principles
  • Practical experience with the tax reporting software "Easy Tax" is a plus
  • Solid understanding of banking operations, methods, and core processes
  • Proficiency in the Microsoft Office Suite (Excel, Word, PowerPoint), including advanced Excel skills

We offer

No information available.

Job details

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