Julius Baer

Specialist Client Tax Reporting & Tax Reclaim 100% (f/m/d)

Julius Baer  •  Zürich, CH (Onsite)  •  5 hours ago
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Job Description

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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Julius Baer

About Julius Baer

Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Zurich, CH
Year Founded
1890
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