Specialist Client Tax Reporting & Tax Reclaim 100% (f/m/d)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. This role focuses on executing client tax reporting and withholding tax reclaim activities, ensuring compliance with policies while providing expert support in resolving complex tax-related issues. The candidate will leverage deep tax and banking operations knowledge, act as a collaborative team player, and contribute to process improvements, requiring fluency in English and the local language, advanced analytical abilities, and proficiency in tax reporting tools like Easy Tax. YOUR CHALLENGE Execute Client Tax Report Production Execute Withholding Tax Reclaim Applications Support & advise specialist/team head on problem solving Adhere to guidelines & policies Execute complex controls Manage incidents and resolutions Support the development of new solutions Handle single queries of high complexity Responsible for managing the day-to-day usage of key tools and processes Collaborate with partners Raise requirements in collaboration with the PO YOUR PROFILE Team player Distinct customer and service orientation Multiple years of relevant work experience in Client Tax Reporting & Withholding Tax Reclaim Comprehensive knowledge of securities, their specific characteristics & taxation Good technical understanding of banking operations methodologies/processes Fluent in English & local language Higher education Advanced problem analyzing & solving skills Advanced communication/ presentation skills Advanced MS Office skills Tax Reporting Software “Easy Tax” Skills is a plus We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.