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Specialist Client Tax Reporting & Tax Reclaim(m/w/x)
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
- English – Business Fluent
- local – Business Fluent
Tools & Technologies
- MS Office
- Easy Tax
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.Full-timeOn-siteExperiencedZürich
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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Specialist Client Tax Reporting & Tax Reclaim(m/w/x)
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
- English – Business Fluent
- local – Business Fluent
Tools & Technologies
- MS Office
- Easy Tax
About the Company
Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company focuses on wealth management and aims to create value beyond wealth.
Not a perfect match?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Client Tax Reporting & Tax Reclaim(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Operations Specialist - Tax Reporting Data(m/w/x)
Full-timeOn-siteExperiencedZürich - BVZH Bank Vontobel AG
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