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.
We are looking for a proactive and analytically strong professional to join our team as a Tax Reporting & Solutions Specialist. In this role, you will be responsible for the end-to-end execution of Client Tax Report production and Withholding Tax reclaim applications, ensuring accuracy, compliance, and timeliness in alignment with regulatory and internal standards.Prepare and deliver Client Tax Reports
Process Withholding Tax reclaim applications
Perform complex operational controls and quality checks
Manage incidents, identify root causes, and implement effective resolutions
Handle individual inquiries of high complexity, requiring in-depth analysis and judgment
Provide support and advisory input to the specialist or team lead in resolving critical issues
Contribute to the development and implementation of new solutions and process improvements
Actively collaborate with stakeholders across functions
Identify, formulate, and raise system or process requirements in coordination with the Product Owner
Ensure strict adherence to internal guidelines, policies, and regulatory standards
Oversee the daily operation and utilisation of key tools and processes within the team
Completed higher education (e.g. university or FH degree)
Several years of relevant professional experience in Client Tax Reporting and Withholding Tax Reclaims
In-depth knowledge of securities, their characteristics, and related taxation principles
Practical experience with tax reporting software “Easy Tax” is considered an advantage
Solid understanding of banking operations, methodologies, and core processes
Proficiency in MS Office Suite (Excel, Word, PowerPoint) with advanced Excel skills
Strong customer focus and service-oriented mindset with excellent interpersonal and communication skills, both written and verbal
Collaborative team player with ability to work cross-functionally
Structured, independent, and solution-driven approach to work
High level of responsibility and reliability in day-to-day task execution
Fluent in English (verbal/written); proficiency in German is highly valued and considered a significant advantage
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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