Specialist Client Tax Reporting & Tax Reclaim 100% (f/m/d) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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.
This role focuses on executing client tax reporting and withholding tax reclaim activities, ensuring compliance with policies while providing expert support in resolving complex tax-related issues.
- 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.
- Team player Distinct customer and service orientation
- Multiple years of relevant work experience in Client Tax Reporting & Withholding Tax Reclaim
Key requirements
- Team player Distinct customer and service orientation
- Multiple years of relevant work experience in Client Tax Reporting & Withholding Tax Reclaim
- Comprehensive knowledge of securities, their specific characteristics & taxation
- Good technical understanding of banking operations methodologies/processes Fluent in English & local language Higher education
- Advanced problem analyzing & solving skills
- Advanced communication/ presentation skills Advanced MS Office skills
- Tax Reporting Software “Easy Tax” Skills is a plus
Application process
- Execute Withholding Tax Reclaim Applications
- Support & advise specialist/team head on problem solving Adhere to guidelines & policies Execute complex controls Manage incidents and resolutions Support the development of new solutions Handle single queries of high complexity
- Responsible for managing the day-to-day usage of key tools and processes Collaborate with partners
- Raise requirements in collaboration with the PO
- We are looking forward to receiving your full job application through our online application tool.
- Further interesting job opportunities can be found on our Career site.
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Additional details
- The candidate will leverage deep tax and banking operations knowledge, act as a collaborative team player, and contribute to process improvements, requiring fluency in English and the local language, advanced analytical abilities, and proficiency in tax reporting tools like Easy Tax. Execute Client Tax Report Production
- Support & advise specialist/team head on problem solving Adhere to guidelines & policies Execute complex controls Manage incidents and resolutions Support the development of new solutions Handle single queries of high complexity
- Responsible for managing the day-to-day usage of key tools and processes Collaborate with partners Distinct customer and service orientation
- Good technical understanding of banking operations methodologies/processes Fluent in English & local language
- Advanced communication/ presentation skills Advanced MS Office skills
Notes and original content
- The candidate will leverage deep tax and banking operations knowledge, act as a collaborative team player, and contribute to process improvements, requiring fluency in English and the local language, advanced analytical abilities, and proficiency in tax reporting tools like Easy Tax.
- YOUR CHALLENGE
- Execute Client Tax Report Production
- Support & advise specialist/team head on problem solving
- Adhere to guidelines & policies
- Execute complex controls
- Manage incidents and resolutions
- Support the development of new solutions
- Handle single queries of high complexity
- Responsible for managing the day-to-day usage of key tools and processes
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 113'000 - 198'500 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
