Specialist Client Tax Reporting & Tax Reclaim 100% (f/m/d)
About the role
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
This role focuses on executing client tax reporting and withholding tax reclaim activities, ensuring compliance with policies while providing expert support in resolving complex tax-related issues. The candidate will leverage deep tax and banking operations knowledge, act as a collaborative team player, and contribute to process improvements, requiring fluency in English and the local language, advanced analytical abilities, and proficiency in tax reporting tools like Easy Tax.
YOUR CHALLENGE
Execute Client Tax Report Production
Execute Withholding Tax Reclaim Applications
Support & advise specialist/team head on problem solving
Adhere to guidelines & policies
Execute complex controls
Manage incidents and resolutions
Support the development of new solutions
Handle single queries of high complexity
Responsible for managing the day-to-day usage of key tools and processes
Collaborate with partners
Raise requirements in collaboration with the PO
YOUR PROFILE
Team player
Distinct customer and service orientation
Multiple years of relevant work experience in Client Tax Reporting & Withholding Tax Reclaim
Comprehensive knowledge of securities, their specific characteristics & taxation
Good technical understanding of banking operations methodologies/processes
Fluent in English & local language
Higher education
Advanced problem analyzing & solving skills
Advanced communication/ presentation skills
Advanced MS Office skills
Tax Reporting Software “Easy Tax” Skills is a plus
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.
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