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BABank Julius Baer & Co. Ltd.

Team Head Client Tax Reporting & Tax Reclaim(m/w/x)

Zürich
Full-timeOn-siteExperienced
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Producing international client tax reports and processing withholding tax reclaims for a wealth management bank. Leadership and client tax reporting experience required. Team development and coaching focus, incident management.

Requirements

  • Leadership and people management skills
  • Performance management, team development, and coaching experience
  • Client tax reporting experience
  • Withholding Tax Reclaim processing experience
  • International banking context experience
  • Management of time-critical operations
  • Understanding of internal controls
  • Risk mitigation understanding
  • Excellent interpersonal skills
  • Clear and confident communication
  • Client advisor communication
  • Manager communication
  • Cross-functional partner communication
  • Working with complex processing topics
  • Working with regulatory topics
  • Identifying root causes of issues
  • Proposing sustainable solutions
  • Driving adoption of changes
  • Process reengineering
  • Managing associated risks
  • Smooth implementation within operational environment
  • Advanced Microsoft Excel skills
  • Advanced Microsoft PowerPoint skills
  • Easy Tax client reporting software experience (plus)
  • Fluent German (written and spoken)
  • Proficient English

Tasks

  • Produce state-of-the-art international client tax reports on time
  • Process withholding tax reclaim applications accurately and timely
  • Adhere to guidelines and policies
  • Manage incidents and resolutions
  • Develop new solutions with the product manager
  • Handle complex queries
  • Manage day-to-day use of key tools and processes
  • Streamline workflows and automate manual steps
  • Enhance process scalability, efficiency, and stability
  • Promote team development through regular coaching and feedback
  • Maintain up-to-date knowledge databases
  • Train stakeholders
  • Collaborate with partners and stakeholders

Work Experience

  • approx. 1 - 4 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • German – Fluent
  • English – Business Fluent

Tools & Technologies

  • Microsoft Excel
  • Microsoft PowerPoint
  • Easy Tax client reporting software
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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