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 proper 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 matters, in line with their existing expertise.

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 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 explicit benefits mentioned, but the opportunity to be part of an international wealth management company and help shape the future of asset management.

Job details

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