Financial Services Tax Professional
vor 22 Stunden
This is an exciting opportunity to join our team as a Financial Services Tax Professional and contribute to the success of our clients in the European Wealth Management industry. You will have the chance to develop your skills and expertise in tax reporting, working closely with our experienced team members.
Main Responsibilities- Manage and maintain accurate tax data to meet regulatory requirements.
- Collaborate with external partners to ensure smooth tax reporting processes.
- Design and implement efficient processes for coding and archiving dispatch instructions in the CIM system.
- Provide exceptional customer service by ensuring timely delivery of reports and accurate charging of fees.
- Source tax certificates for DE dividend payments from custodians.
- Prepare comprehensive reports on earnings and charges for clients, including acquisition data reports for netted customers.
- Support cross-functional teams with tax-related projects and initiatives.
- Extensive knowledge of banking regulations and tax laws.
- Superb analytical and problem-solving skills.
- Proven ability to work collaboratively and independently.
- Outstanding communication and interpersonal skills.
- Advanced proficiency in Microsoft Office and experience with CIM and Apsys systems.
- Bilingualism in German and English, with French a significant advantage.
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