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

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