Job offer
Specialist in Client Tax Reporting & Tax Reclaim (100%) (f/m/d)
The Julius Baer Group is seeking a Specialist in Client Tax Reporting & Tax Reclaim who will be responsible for the end-to-end execution of client tax reporting and has experience in this area as well as in withholding tax reclaims. The successful candidate will be part of a team and will work closely with stakeholders to develop and implement new solutions and process improvements.
Tasks
- End-to-End Execution of Client Tax Reporting
- Management of invoices, currency taxes, and implementation of effective resources
- Handling highly complex individual inquiries that require in-depth analysis and sound 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 compliance with internal policies, guidelines, 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 "Easy Tax" tax reporting software is a plus
- 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