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BABank Julius Baer & Co. Ltd.

Specialist Client Tax Reporting & Tax Reclaim(m/w/x)

Zürich
Full-timeOn-siteExperienced

Producing client tax reports and executing withholding tax reclaim applications for wealth management. Relevant work experience in client tax reporting and withholding tax reclaim required. Daily operations in a 15-person team with a focus on securities taxation.

Requirements

  • Teamwork skills
  • Customer and service orientation
  • Relevant work experience in Client Tax Reporting & Withholding Tax Reclaim
  • Knowledge of securities, characteristics & taxation
  • Technical understanding of banking operations
  • English fluency
  • Local language fluency
  • Higher education
  • Problem analyzing & solving skills
  • Communication/ presentation skills
  • MS Office skills
  • Tax Reporting Software “Easy Tax” Skills

Tasks

  • Produce client tax reports
  • Execute withholding tax reclaim applications
  • Support and advise on problem solving
  • Adhere to guidelines and policies
  • Execute complex controls
  • Manage incidents and resolutions
  • Develop new solutions
  • Handle complex queries
  • Manage key tools and processes
  • Collaborate with partners
  • Raise requirements with the PO

Work Experience

  • approx. 1 - 4 years

Education

  • Bachelor's degree

Languages

  • EnglishBusiness Fluent
  • localBusiness Fluent

Tools & Technologies

  • MS Office
  • Easy Tax
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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