Job offer

Tax specialist operations

Here is a brief summary of the job: The position of Tax Specialist Operations at Julius Baer in Milan involves ensuring the correct application of client-related tax regimes and providing business support in assessing the tax suitability of investment products. The candidate will support and represent the team in all tax-related matters.

Job description

Tax Specialist Operations

Tasks

  • Ensure the proper application of client-related tax regimes and provide business support in the area of investment product tax suitability considerations.
  • Support and deputize the team in all matters according to the existing or acquired expertise

Requirements

  • University degree in Finance, Economics or Business Administration
  • 5 years of experience in tax withholding process
  • Experience in Italian client tax reporting (international knowledge is a plus)
  • Excellent organizational and time management skills, with the ability to prioritize tasks effectively
  • Good business transformation and project management skills
  • Accurate and independent work style, as well as precise and expeditious work
  • Excellent communication and interpersonal skills to be clear and effective towards colleagues and relevant stakeholders
  • A strong passion for organization and processes, for new technologies/trends and emerging methodologies
  • Knowledge of Italian fiduciary regulatory reporting is a plus
  • Very good Italian and English skills

We offer

No specific benefits mentioned.

Job details

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