CH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Tax Competence Center(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
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JUJulius Baer
Specialist Tax Competence Center(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Executing Tax Relief at Source process for wealth management, including form verification and account setup. 3+ years banking operations tax experience required. Annual re-papering process, securities taxation understanding.
Requirements
- Higher education in relevant field
- 3+ years tax experience in Banking Operations
- Expertise in Tax Relief at Source processing
- Understanding of securities and taxation
- Technical knowledge of banking operations
- Advanced Microsoft Office proficiency (Excel, Word)
- Independent management of daily operations
- Service and customer-oriented mindset
- Collaborative team player
- Problem analysis and solution-driven thinking
- Strong communication and presentation skills
- Fluent English
- German language skills (asset)
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 Julius Baer 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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Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
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JUJulius Baer
Specialist Tax Competence Center(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Executing Tax Relief at Source process for wealth management, including form verification and account setup. 3+ years banking operations tax experience required. Annual re-papering process, securities taxation understanding.
Requirements
- Higher education in relevant field
- 3+ years tax experience in Banking Operations
- Expertise in Tax Relief at Source processing
- Understanding of securities and taxation
- Technical knowledge of banking operations
- Advanced Microsoft Office proficiency (Excel, Word)
- Independent management of daily operations
- Service and customer-oriented mindset
- Collaborative team player
- Problem analysis and solution-driven thinking
- Strong communication and presentation skills
- Fluent English
- German language skills (asset)
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 Julius Baer 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
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Tax Competence Center(m/w/x)
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