Specialist – Client Tax Reporting & Withholding Tax Reclaim

About the role

Julius Baer is seeking a Specialist to lead client tax reporting and withholding tax reclaim activities. You will ensure compliance with internal policies and external regulations while providing expert support for complex tax issues.

Key responsibilities

• Produce client tax reports in line with regulatory requirements.
• Prepare and submit withholding tax reclaim applications.
• Advise the team lead on problem‑solving and complex tax queries.
• Follow all guidelines, policies and execute detailed controls.
• Manage incidents, resolve issues and support the development of new solutions.
• Handle high‑complexity single queries and oversee daily use of key tax reporting tools.
• Collaborate with internal partners and raise requirements together with the Product Owner.

Required profile

• Team player with strong customer‑service orientation.
• Several years of experience in client tax reporting and withholding tax reclaim.
• In‑depth knowledge of securities, their taxation and banking operations processes.
• Fluent in English and the local language.
• Higher education with advanced analytical, communication and presentation abilities.

Required skills

• Proficiency with the Easy Tax reporting software.
• Advanced MS Office skills.

What we offer

• Opportunity to work in a leading private‑banking environment.
• Collaborative culture that encourages innovation and professional growth.