Tax specialist operations

7 giorni fa

milano, Italia Julius Baer A tempo pieno

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.Ensure the proper application of client related tax regimes and provide business support in the area of investment product tax suitability considerations.YOUR CHALLENGETax withholding process and managementInsurance wrappers accounting and taxationReconciliation processSupport all departments in Operations in daily business for tax related issues (e.g. capital gain tax, stamp duty, financial transaction taxes, QI/FATCA documentation on behalf of the company for counterparties etc.).Control and posting of Italian income & capital gain taxesItalian stamp duty calculation, control and postingRegulatory reporting towards Agenzia delle EntrateProactive contribution to the digital transformation journeyWork closely with COO and Back-Office Coordinator to ensure the delivery of top-priority projectsSupport and deputize the team in all matters according to the existing or acquired expertiseYOUR PROFILEUniversity degree in Finance, Economics or Business Administration5 years of experience in tax withholding processExperience in Italian client tax reporting (international knowledge is a plus)Excellent organizational and time management skills, with the ability to prioritize tasks effectivelyGood business transformation and project management skillsAccurate and independent work style, as well as precise and expeditious workExcellent communication and interpersonal skills to be clear and effective towards colleagues and relevant stakeholdersA strong passion for organization and processes, for new technologies/trends and emerging methodologiesKnowledge in Italian fiduciary regulatory reporting is a plusVery good Italian and English skills#J-18808-Ljbffr

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