Job offer

Tax Specialist

The Tax Specialist (m/f/d) position at Julius Baer in Zurich involves supporting key stakeholders in the tax structuring of investment products as well as monitoring and controlling the implementation of tax regulations. The ideal candidate will have experience in tax law, financial products and wealth management.

Job description

About the job

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
  • Sharing expertise in product taxation through special training sessions and improving internal training materials on product taxation topics
  • Monitoring developments in 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
  • Ideally at least 2 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 in English; German is a strong advantage; additional languages are an advantage

We offer

(no explicit benefits mentioned)

Job details

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