Client Tax Service Associate (all genders)

Fairygodboss; Frankfurt; Vor Ort; EUR 45.000 - 65.000; Vollzeit

Zusammenfassung

Fairygodboss is seeking a Tax Operations Associate to join our team in Frankfurt. This role focuses on supporting German and Swiss clients with precise tax services, from handling client queries to executing tax operations processes. Candidates should possess expertise in depot bank tax duties, the German Investment Tax Act, and demonstrate excellent organizational and communication skills.

The ideal applicant will have initial experience in a tax environment and fluency in both English and German. If you are proactive and motivated, we want to hear from you!

Qualifikationen

• Initial experience in a tax environment.
• Familiarity with German Investment Tax Act and international source tax.
• Demonstrated risk awareness and operational control.

Aufgaben

• Act as the first point of contact for client tax requests.
• Execute daily tax operations processes and controls.
• Support clients with outstanding and expiring tax documentation.

Kenntnisse

Initial experience in a tax environment

Working knowledge of tax duties of a depot bank in Germany

Fluency in English and German

Excellent communication skills

Strong organizational abilities

Ausbildung

Degree in Finance, Economics, or related discipline

Tools

Microsoft Office

Jobbeschreibung

Join our Tax Operations team in Frankfurt and take on a role where your work directly strengthens the client experience and the firm's regulatory excellence.

As a Tax Operations Associate, you will support German and Swiss clients with timely, accurate tax service, owning client requests from first contact through resolution and ensuring critical tax information and documentation is managed with precision.

You will execute core tax operations processes and controls, support relief at source and retrospective reclaim activities, and help clients stay ahead of outstanding or expiring documentation. Working closely with cross‑functional partners and our global tax team, you will apply knowledge of German depot bank tax duties, the German Investment Tax Act, and international source tax to identify risks early, solve issues efficiently, and continuously improve operational processes.

As a Tax Operations Associate in Frankfurt, you will play a pivotal role in delivering best‑in‑class tax services to our German and Swiss clients, being the first point of contact for client requests, managing inquiries, and distributing tax information with professionalism and accuracy.

Job Responsibilities

• Act as the first point of contact for client tax requests
• Manage inquiries and distribute tax information to clients
• Execute daily tax operations processes and controls
• Support clients with outstanding and expiring tax documentation
• Support relief at source and retrospective reclaim processes
• Collaborate with stakeholders across departments and the global tax team
• Identify and escalate tax risks, participating in resolution
• Assist in client tax account reviews and ad‑hoc projects
• Continually review and enhance operational tax processes

Required Qualifications, Capabilities, and Skills

• Initial experience in a tax environment
• Working knowledge of tax duties of a depot bank in Germany
• Familiarity with German Investment Tax Act and international source tax
• Proficiency in Microsoft Office and mainframe systems
• Fluency in English and German (spoken and written)
• Excellent communication and problem‑solving skills
• Strong organizational, time‑management, and multi‑tasking abilities
• Motivated, proactive, and able to work effectively as part of a team

Preferred Qualifications

• Degree in Finance, Economics, or related discipline
• Experience in operational tax within financial services, especially global custody or investment banking
• Demonstrated risk awareness and operational control
• Process improvement experience
• Proven track record in accuracy and meeting strict deadlines
• Strong client focus

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.