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 who has experience in this field as well as a solid understanding of securities and tax principles. The successful candidate will be part of a team and will work closely with stakeholders to develop and implement solutions and process improvements.
Tasks
- End-to-End Execution of Client Tax Reporting
- Management of invoices, treasury non-cash items, and optimization of existing resources
- Handling highly complex individual inquiries that require in-depth analysis and judgment
- Providing support and guidance to the specialist or team leader in resolving critical issues
- Contribute to the development and implementation of new solutions and process improvements
- Active collaboration with stakeholders across departments
- Identifying, defining, and submitting system or process requirements in coordination with the Product Owner
- Strict adherence to internal guidelines, policies, and regulatory standards
- Monitoring 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
- A thorough understanding of securities, their characteristics, and the associated tax principles
- Practical experience with the tax reporting software "Easy Tax" is a plus
- A solid understanding of banking operations, methods, and core processes
- Proficiency in the Microsoft Office Suite (Excel, Word, PowerPoint), with advanced Excel skills
We offer
No information available.Job details