- You will oversee the accurate calculation, withholding, remittance and reporting of German withholding tax, ensuring full alignment with the latest BMF (Federal Ministry of Finance) circulars
- Operational Rigor & Scalability: Maintain a hands-on, solution-oriented approach to day-to-day operations. Your focus is on finding solutions and providing support to other departments while the organization scales up
- Tactical Coordination: Exhibit exceptional organizational skills with a focus on delivery. You will ensure the smooth translation of tax requirements into daily operational workflows, collaborating closely with internal teams to maintain high-quality tax outputs in a fast-paced environment
- Day To Day tax technical analysis: Provide German Tax technical analysis and opinions
- Process Optimization & Execution: Focus on the continuous improvement of existing tax processes together with Product and Engineering
- Compliance & Reporting Cycle: Oversee and participate in the execution of tax reporting processes across daily, monthly, and annual cycles. This includes the precise delivery of Jahressteuerbescheinigungen, Vorabpauschale, and regulatory filings like FSAK, CRS and MiKaDiv
- Tool Management & Quality Control: Take full responsibility for the performance of automated tax reporting tools (e.g., CPB Sectras). You will monitor system outputs proactively and lead the rapid resolution of any operational discrepancies or errors, in particular on the back of less-standard corporate actions
- Advanced Case Management: Directly handle and resolve complex tax-related operational cases, such as intricate corporate actions, etc
- Project Management: Own and execute ad-hoc tax operational related projects (i.e. MiKaDiv, FASTER)
Benefits
- Flexibility - We work in a hybrid set-up, with the team spread around Germany and other parts of Europe. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.
- Development - In keeping with one of our values, ‘Learn and grow’, every Upvenger has access to a development budget. And in line with one of our other values, ‘Own the outcome’, how you make the most of it is up to you.
- Wellbeing - Everyone here has access to our in-house coach. You can have regular sessions to support you personally and professionally. We also believe it’s important to have time out to rest and recover, which is why we offer 30 days’ holiday.
- Greenfield projects - We’re building something quite complex. A first in Europe. This means you get to work with cutting-edge technologies, with no legacy code.
Subject-Matter-Expertise: You possess a deep functional understanding of the German Investment Tax Act (InvStG) and the German Income Tax Act (EStG), specifically regarding Kapitalertragsteuer (KESt)Additionally, you have previous experience on how to identify and deal with German tax implications on corporate actions. You also have experience or a good understanding of MiKaDiv and other client related German Tax regulationsPractical Tax Expertise: Deep, hands-on understanding of German tax legislation (e.g., InvStG) specifically applied to investment income and financial transactions. You are the go-to person for solving practical tax reporting challenges and ensuring regulatory adherence in daily tasksLanguages: Fluency in German and good command of English is required for interpreting legislation and communicating effectively with German tax authoritiesOperational Implementation: Proven ability to bridge the gap between tax rules and their practical implementation. Jointly with our Product team you can translate complex regulatory requirements into clear, executable steps for the engineers to build the platform needed and for the operations teams to ensure Upvest is operationally compliantMastery of Banking Tax Systems: Proven track record of working with banking tax engines and data providers (e.g., CPB Sectras, WM Datenservice, or similar). You are comfortable configuring these systems and performing deep-dive investigations into issues to ensure operational continuity
#J-18808-Ljbffr
German Capital Gains Tax Expert Arbeitgeber: Upvest
Upvest ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern nicht nur ein wettbewerbsfähiges Gehalt und Beteiligungsmöglichkeiten bietet, sondern auch eine inspirierende Arbeitsumgebung, die auf Innovation und persönlichem Wachstum basiert. Mit 30 Tagen Urlaub, flexiblen Arbeitsmodellen und einem persönlichen Entwicklungsbudget fördert Upvest eine Kultur des Wohlbefindens und der kontinuierlichen Weiterbildung. Die Möglichkeit, in einem dynamischen Team mit modernsten Technologien zu arbeiten und an bedeutenden Projekten im Bereich Investitionen mitzuwirken, macht Upvest zu einem attraktiven Arbeitsplatz für talentierte Fachkräfte.
