Job offer

Tax specialist operations

Here is a brief summary of the job: The Tax Specialist Operations position at Julius Baer in Milan involves ensuring the correct application of client-related tax regimes and providing business support on tax suitability considerations for investment products. The candidate will be expected to support and represent the team on all matters according to their existing expertise.

Job description

Tax Specialist Operations

Tasks

  • Ensuring the proper application of client-related tax regimes
  • Supporting the business in checking the tax suitability of investment products
  • Supporting and representing the team in all matters in accordance with existing or acquired expertise

Requirements

  • University degree in finance, economics or business administration
  • 5 years of experience in the field of tax deductions
  • Experience in Italian client tax reporting (international knowledge is an advantage)
  • Excellent organizational and time management skills, with the ability to prioritize tasks effectively
  • Good business transformation and project management skills
  • Accurate and independent style, working precisely and expeditiously
  • Excellent communication and interpersonal skills to be clear and effective with colleagues and relevant stakeholders
  • A strong passion for organization and processes, new technologies/trends and emerging methodologies
  • Knowledge of Italian fiduciary reporting is an advantage
  • Very good knowledge of Italian and English

We offer

(no specific benefits mentioned)

Job details

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