Specialist Client Tax Reporting & Tax Reclaim 100% (f​/m​/d

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. 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
• 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

• 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