Tax Specialist – Swiss & German Clients

About the role

We are seeking a Tax Specialist to handle Swiss and German tax filings for a leading Zurich‑based bank. The role involves preparing and reviewing tax returns, managing withholding tax refunds and supporting cross‑border securities transactions.

Key responsibilities

• Prepare Swiss tax forms, including dividend, interest and securities information, and confirm withholding tax remittances.
• Handle German and Austrian tax filings and related stamp duty reporting.
• Reconcile transaction taxes and submit them to the appropriate authorities.
• Monitor developments in international tax law affecting securities.
• Claim withholding tax refunds under double‑taxation treaties.
• Act as point of contact for tax queries from client advisors.
• Perform quality control and participate in tax‑related projects.

Required profile

• Bachelor’s or Master’s degree in tax, finance or accounting.
• Professional experience in Swiss and international tax law gained at a bank, Big Four, or tax consultancy.
• Strong analytical mindset, attention to detail and ability to manage multiple tasks.
• High credibility, loyalty and team‑oriented attitude.

Required skills

• Proficiency in MS Office, especially Excel and PowerPoint.
• Fluency in English and German.