Bank Julius Baer & Co. Ltd.
Specialist Client Tax Reporting & Tax Reclaim(m/w/x)
Full-timeOn-siteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Client Tax Reporting & Tax Reclaim(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Preparing client tax reports and processing withholding tax reclaims for wealth management. Several years of relevant experience and in-depth knowledge of securities and taxation required. Daily incident management and root cause analysis.
Requirements
- Higher education degree (university or FH)
- Several years relevant professional experience
- In-depth knowledge of securities and taxation
- Practical experience with "Easy Tax" software (advantageous)
- Solid understanding of banking operations and processes
- Proficiency in MS Office Suite (advanced Excel)
- Strong customer focus and communication skills
- Collaborative team player with cross-functional ability
- Structured, independent, solution-driven approach
- High responsibility and reliability
- Fluent English (verbal/written)
- Proficiency in German (significant advantage)
Tasks
- Prepare and deliver Client Tax Reports
- Process Withholding Tax reclaim applications
- Perform complex operational controls and quality checks
- Manage incidents and identify root causes
- Implement effective incident resolutions
- Handle high-complexity individual inquiries
- Provide support for critical issue resolution
- Contribute to new solution development
- Implement process improvements
- Collaborate with cross-functional stakeholders
- Identify and raise system requirements
- Formulate process requirements with the Product Owner
- Adhere to internal guidelines and policies
- Ensure regulatory compliance
- Oversee daily operations and tool usage
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Fluent
- German – is a plus
Tools & Technologies
- Easy Tax
- MS Office Suite
- Excel
- Word
- PowerPoint
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB 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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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Client Tax Reporting & Tax Reclaim(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Preparing client tax reports and processing withholding tax reclaims for wealth management. Several years of relevant experience and in-depth knowledge of securities and taxation required. Daily incident management and root cause analysis.
Requirements
- Higher education degree (university or FH)
- Several years relevant professional experience
- In-depth knowledge of securities and taxation
- Practical experience with "Easy Tax" software (advantageous)
- Solid understanding of banking operations and processes
- Proficiency in MS Office Suite (advanced Excel)
- Strong customer focus and communication skills
- Collaborative team player with cross-functional ability
- Structured, independent, solution-driven approach
- High responsibility and reliability
- Fluent English (verbal/written)
- Proficiency in German (significant advantage)
Tasks
- Prepare and deliver Client Tax Reports
- Process Withholding Tax reclaim applications
- Perform complex operational controls and quality checks
- Manage incidents and identify root causes
- Implement effective incident resolutions
- Handle high-complexity individual inquiries
- Provide support for critical issue resolution
- Contribute to new solution development
- Implement process improvements
- Collaborate with cross-functional stakeholders
- Identify and raise system requirements
- Formulate process requirements with the Product Owner
- Adhere to internal guidelines and policies
- Ensure regulatory compliance
- Oversee daily operations and tool usage
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Fluent
- German – is a plus
Tools & Technologies
- Easy Tax
- MS Office Suite
- Excel
- Word
- PowerPoint
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB 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.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management through engineering, operations, and consulting of security infrastructure.
Not a perfect match?
- Bank Julius Baer & Co. Ltd.
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