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Tier-1 brand, mid-level experience, and metro location create high competition despite niche tax specialization.
Specialized tax operations, custody, and withholding expertise limit transferability across non-financial industries.
Explicit 5–10 years plus mandatory tax operations and regulated banking experience tightens shortlisting.
Own end-to-end client tax operations within Europe Wealth Client Tax Operations, including tax reclaims, relief at source, and compliance with local tax regulations.
Perform detailed analysis of complex client booking models, conduct reconciliations, manage operational risks, and ensure timely and accurate tax payments and filings.
Collaborate with Business, Risk, Compliance, Legal, and Technology partners to implement tax projects, streamline processes, and manage escalations and governance activities.
5 to 10 years of relevant work experience in tax-related operations or tax technology within financial services.
Bachelor's or university degree preferably in finance, banking, or a related field.
Strong knowledge of tax operations including withholding tax, tax reclaim services, relief at source, and experience with reconciliation processes.
Fluency in English required; German is a plus.
Experienced in handling multi-jurisdictional tax reporting and compliance within a global wealth management or financial institution environment.
Skilled in end-to-end tax operations process analysis and enhancements with ability to work closely with cross-functional teams including Technology and Business Change management.
Capable of managing sensitive client data with strong integrity and applying in-depth understanding of tax regulations, double tax treaties, and capital market products.