Tax Reclaim Specialist (Withholding Tax) – Maternity Cover

About the role

Julius Baer is looking for a proactive and analytically strong professional to join its team as a Tax Reclaim Specialist in Zurich. You will support the processing of withholding tax reclaim applications, ensuring accuracy, compliance and timeliness in line with regulatory and internal standards. A structured handover will be provided where possible, and the successful candidate should be able to assimilate quickly and work independently with minimal ramp-up time.

Key responsibilities

• Support the processing of withholding tax reclaim applications
• Perform operational controls and quality checks
• Assist in managing client requests and supporting effective resolutions
• Handle inquiries, perform initial analysis and escalate complex matters to senior specialists
• Contribute to process improvements
• Ensure adherence to internal guidelines, policies and regulatory standards

Required profile

• Completed commercial apprenticeship or equivalent
• First relevant professional experience or internships in withholding tax reclaims or a related financial operations field
• Foundational knowledge of securities, their characteristics and related taxation principles
• Basic understanding of banking operations and core processes
• Fluent English; German is highly valued and considered a significant advantage

Required skills

• Proficiency in the MS Office Suite (Excel, Word, PowerPoint) with solid Excel skills
• Customer focus, good written and verbal communication, and collaborative teamwork

The maternity cover runs from February 2027 until May 2027, with the contract handled through an external payroll partner. Applications are submitted through the company's online application tool.