Tax Reclaim Operations Specialist

CH10 - BJB Bank Julius Baer & Co. Ltd.; Zürich; Sur place; CHF 90 000 - 120 000; Plein temps

Résumé du poste

Julius Baer Group is seeking a proactive Tax Reclaim Specialist to support Withholding Tax reclaim processing and ensure timely, accurate handling in alignment with regulatory standards.

The role emphasizes operational controls, client request management, and collaboration with senior specialists to resolve complex matters. A strong MS Office skillset and English fluency are essential, with German valued.

Qualifications

• Completed commercial apprenticeship or equivalent.
• First relevant professional experience or internships in Withholding Tax Reclaims or related financial operations.
• Foundational knowledge of securities 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; proficiency in German is highly valued.

Responsabilités

• 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.

Connaissances

Excel

English - fluent

Communication

Team player

Formation

Commercial apprenticeship

Outils

MS Office Suite

Description du poste

Julius Baer Group is seeking a proactive Tax Reclaim Specialist to support Withholding Tax reclaim processing and ensure timely, accurate handling in alignment with regulatory standards.

The role emphasizes operational controls, client request management, and collaboration with senior specialists to resolve complex matters. A strong MS Office skillset and English fluency are essential, with German valued.