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.

We are looking for a proactive and analytically strong professional to join our team as a Tax Reporting & Solutions Specialist. In this role, you will be responsible for the end-to-end execution of Client Tax Report production and Withholding Tax reclaim applications, ensuring accuracy, compliance, and timeliness in alignment with regulatory and internal standards.

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.

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