Operations Specialist - Tax Reclaim ; f​/m​/d Maternity cover

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. We are seeking a proactive and analytically strong professional to join our team as a Tax Reclaim Specialist. In this role, you will support the processing of Withholding Tax reclaim applications, ensuring accuracy, compliance, and timeliness in alignment with regulatory and internal standards.

A structured handover will be provided where possible. The successful candidate should be prepared to assimilate quickly and operate independently with minimal ramp-up time.

• 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, performing initial analysis and escalating complex matters to senior specialists
• Contribute to process improvements
• Ensure adherence to internal guidelines, policies, and regulatory standards

• 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
• Proficiency in MS Office Suite (Excel, Word, PowerPoint) with solid Excel skills
• Customer focus and service-oriented mindset with good interpersonal and communication skills, both written and verbal
• Collaborative team player with willingness to work cross-functionally
• High level of responsibility and reliability in day-to-day task execution
• Fluent in English (verbal/written); proficiency in German is highly valued and considered a significant advantage

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them - in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.

Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

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