Tax Reclaim Operations Specialist

Julius Baer; Zürich; Sur place; CHF 75 000 - 95 000; Plein temps

Résumé du poste

Julius Baer is seeking a proactive Tax Reclaim Specialist to support Withholding Tax reclaim applications and ensure accuracy and timeliness in line with regulatory standards. You will perform controls, assist with client requests, and escalate complex matters to senior specialists while contributing to process improvements.

The role requires a commercial apprenticeship or equivalent, plus experience in withholding tax reclaim operations, and a solid understanding of securities and related

Qualifications

• Completed commercial apprenticeship or equivalent.
• Experience in Withholding Tax Reclaims or related financial operations.
• Foundational knowledge of securities, their characteristics, and related taxation principles.

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

Analytical thinking

Customer focus

Communication skills

Team player

Reliability

English proficiency

Formation

Completed commercial apprenticeship or equivalent

Outils

Excel

Word

PowerPoint

Description du poste

Julius Baer is seeking a proactive Tax Reclaim Specialist to support Withholding Tax reclaim applications and ensure accuracy and timeliness in line with regulatory standards. You will perform controls, assist with client requests, and escalate complex matters to senior specialists while contributing to process improvements.

The role requires a commercial apprenticeship or equivalent, plus experience in withholding tax reclaim operations, and a solid understanding of securities and related