Team Head Tax Reporting and Reconciliation Data Services 100% (f/m/d)

JULIUS BAER

Zürich, CHonsitePosted Aug 3, 2026
Posting intelligenceActively listed

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.

The Tax Reporting and Reconciliation Data Services in Global Operations Services has a twofold mission. It delivers critical daily processes such as tax reporting or reconciliation, as well as has a continuous focus to improve these via process engineering, automation or control solutions towards process excellence.

The Team Head is responsible for planning and achieving these targets, while supporting and coaching the team of 14+ members.

YOUR CHALLENGE

Leadership and Coaching: Establishing and implementing the vision, team oversight and capacity management, team development through training plans and coaching

Ensuring the daily business activity: the team performs Data Quality controls and Data Cleansing activities. Ensuring completeness, resource management and oversight of the activity

Transformation: Define a roadmap for implementing transformation such as automations, process reengineering or monitoring solutions. Establish the framework on when to use various capabilities available to the team. Develop access to further tools and integration possibilities. Ensure that solutions are reusable and appropriately documented

Skills development: Encourage the team to develop their skills to further improve BAU quality or support Transformations actively

YOUR PROFILE

Leadership and coaching skills, previous leadership experience required

Several years of experience in managing and/or delivering Banking Operations processes

Experience in client tax reporting or corporate actions is a plus

Curiosity to get deep understanding of the business processes to identify improvements

Project management experience

Process engineering, process automation, data analytics

Strong Analytical skills to understand and resolve complex problems

University education (or equivalent academic degrees) in Business, Finance, Data Engineering or similar

Fluent in English and good German skills would be a plus

Data and Tech literacy for Data analytics, Data Modeling experience would be 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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

Questions about this role

Click "Apply with AI Applyd" above. We auto-fill the application from your resume and answer screening questions in seconds. No copy and paste, no juggling tabs.

Compensation for Other roles in Switzerland varies widely by seniority, employer size, and remote vs onsite arrangement. Check the salary range on this listing when published, or browse our Other hub for Switzerland medians across recent openings.

Most applications complete in under 90 seconds. You can track the status in your dashboard and watch the screenshot proof land the moment the application submits.

AI Applyd supports Greenhouse, Lever, Ashby, Workday, iCIMS, SmartRecruiters, Personio, Teamtailor and other major ATS platforms. If we can submit through the platform, we do.

Want AI Applyd to auto-apply to roles like this?

We tailor your resume per posting, fill the forms, and track replies for you.