German Tax Specialist; f​/m​/d

Position: German Tax Specialist (f/m/d)

At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.

We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including Black Rock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive.

Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.

About the role:

1. Investment Tax Mechanics & Fund Processing Daily KEST:

• Own the daily KEST activities, run controls, solve incidents and support the Product team.

Vorabpauschale (Advance Lump-Sum Tax):

• Support Product in the complete execution lifecycle of the annual Vorabpauschale calculation under the German Investment Tax Act (InvStG).

2. Digital Dividend & Regulatory Reporting Transformation Mi Ka Div  Execution:

• Support Product in the technical implementation and operational governance of Mi Ka Div  (Mitteilungsverfahren Kapitalertragsteuer auf Dividenden). Lead continuous data gathering throughout the custody chain, validate beneficial ownership timelines, and secure the electronic transmission paths required to fetch the mandatory unique tax reference numbers (UUIDs) from the BZSt.

NEK (Nichtentrichtete Kapitalertragsteuer):

• Manage reporting and exception workflows surrounding non-withheld or uncollectible capital gains tax (e.g., when an account lacks sufficient cash liquidity during a tax event like the Vorabpauschale), ensuring seamless reporting logs to the local tax offices via CPB.

3. Customer Tax Exemptions & Account Adjustments FSAk (Freistellungsauftrag / Kontrollverfahren):

• Support CPB with the submission and by running controls.

NV-Bescheinigungen:

• Validate, track, and audit Non-Assessment Certificates (Nichtveranlagungs-Bescheinigungen), ensuring proper single vs. joint application rules.

Loss Pot Management (Verlusttöpfe):

• Oversee the automated real-time logic of the Share Loss Pot (Aktienverlusttopf) and General Loss Pot (Allgemeiner Verlusttopf), cross-pot optimization offsets, and cross-border or marital Verlusttopf-Überträge (loss pot transfers) during account migrations or closures.

Deceased Account Backward Correction (Erbfall):

• Blueprint and implement the technical logic for backward tax corrections (rückwirkende Korrektur) in the event of an end-user's death, ensuring the immediate freeze and retro-active dissolution of exemption orders (FSA) and the automated cross-year recalculation/neutralization of loss pots (Verlusttöpfe) up to the exact date of death.

Church Tax Automation:

• Control the query process (KiStAM) to the BZSt, including ensuring the application of the correct split-tax formulas (Halbteilungsgrundsatz) to joint accounts with mixed religious denominations.

4. Tax Documentation & Core IT Collaboration Jahressteuerbescheinigung:

• Support CPB and Product in the flawless generation of the annual German tax certificate (Jahressteuerbescheinigung e.g., Erträgnisaufstellung), including complex edge cases for joint account primary address routing.

Product Tax Engine Architecture:

• Act as the primary business analyst for Product and Tech Engineering teams, writing technical tax…