Julius Baer
Specialist Tax Competence Center(m/w/x)
Full-timeOn-siteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Tax Competence Center(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Executing Tax Relief at Source processing for wealth management. 3+ years in tax processes, including Tax Relief at Source expertise, required. Support in BAU processes, annual re-papering, and account setup.
Requirements
- Higher education qualification in relevant field
- 3+ years proven experience in tax processes
- Expertise in Tax Relief at Source processing
- Understanding of securities and taxation frameworks
- Technical knowledge of banking operations
- Advanced Microsoft Office proficiency (Excel, Word)
- Independent management of daily operations
- Strong service and customer-oriented mindset
- Collaborative team player
- Problem analysis and solution-driven thinking
- Strong communication and presentation skills
- Fluent in English
Tasks
- Execute Tax Relief at Source process
- Verify required forms for accuracy
- Set up accounts internally and with custodian
- Conduct annual re-papering process
- Support team in BAU processes
- Advise specialists and team leads on problem-solving
- Adhere to guidelines and policies
- Execute complex controls
- Manage incidents and their resolution
- Support development of new solutions
- Handle high-complexity individual queries
- Manage day-to-day use of key tools and processes
- Collaborate with partners
- Raise requirements with Product Owner
Work Experience
- 3 years
Education
- Bachelor's degree
Languages
- English – Fluent
- German – Basic
Tools & Technologies
- Microsoft Office
- Excel
- Word
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 Tax Competence Center(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Executing Tax Relief at Source processing for wealth management. 3+ years in tax processes, including Tax Relief at Source expertise, required. Support in BAU processes, annual re-papering, and account setup.
Requirements
- Higher education qualification in relevant field
- 3+ years proven experience in tax processes
- Expertise in Tax Relief at Source processing
- Understanding of securities and taxation frameworks
- Technical knowledge of banking operations
- Advanced Microsoft Office proficiency (Excel, Word)
- Independent management of daily operations
- Strong service and customer-oriented mindset
- Collaborative team player
- Problem analysis and solution-driven thinking
- Strong communication and presentation skills
- Fluent in English
Tasks
- Execute Tax Relief at Source process
- Verify required forms for accuracy
- Set up accounts internally and with custodian
- Conduct annual re-papering process
- Support team in BAU processes
- Advise specialists and team leads on problem-solving
- Adhere to guidelines and policies
- Execute complex controls
- Manage incidents and their resolution
- Support development of new solutions
- Handle high-complexity individual queries
- Manage day-to-day use of key tools and processes
- Collaborate with partners
- Raise requirements with Product Owner
Work Experience
- 3 years
Education
- Bachelor's degree
Languages
- English – Fluent
- German – Basic
Tools & Technologies
- Microsoft Office
- Excel
- Word
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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
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