Tax Specialist (60-80%)

Vontobel; Düsseldorf; Vor Ort; EUR 70.000 - 110.000; Vollzeit

Zusammenfassung

Vontobel in Düsseldorf seeks a Tax Specialist to bridge tax, IT and business during the rollout of our new core banking system and beyond. You will ensure withholding tax, reporting and regulatory requirements are correctly built, tested and maintained in the system, acting as the go‑to tax expert for Relationship Managers and clients.

In this hands‑on role you will translate tax requirements into functional specs with IT and project teams, design test cases, support UAT, maintain tax

Qualifikationen

• Experience in bank taxation and withholding tax processes.
• Ability to translate tax requirements into system specifications.
• Fluent in German and English.
• Familiarity with core banking systems.

Aufgaben

• Define and validate tax requirements for the core banking system.
• Translate regulatory and tax requirements into functional specs with IT and project teams.
• Design, execute, and document test cases; support UAT and sign-off.
• Maintain and improve tax parameters and processes within the system.
• Act as tax SME for Relationship Managers and clients.

Kenntnisse

Tax expertise

Regulatory knowledge

System implementation

Testing QA

Process optimization

Stakeholder comms

Ausbildung

Tax specialization or equivalent qualification

Tools

Avaloq

Finnova

Temenos

Olympic

Jobbeschreibung

As Tax Specialist, you will be the central link between tax, IT, and business during the implementation of our new core banking system – and beyond. You will ensure that tax logic (withholding tax, reporting, regulatory requirements) is correctly built, tested, and maintained in the system, and you will act as the go-to tax expert for our Relationship Managers and their clients. This is a role for someone who wants to combine deep tax expertise with hands‑on system and process ownership, rather than purely advisory work.

What would your role be?

Project Phase – System Implementation

• Define and validate tax requirements for the new core banking system (e.g. withholding tax, QI/FATCA, CRS/AIA, stamp duty, depending on jurisdiction)
• Translate regulatory and tax requirements into functional specifications together with IT and project teams
• Design, execute, and document test cases; support user acceptance testing and sign‑off
• Act as tax subject‑matter expert throughout the project, ensuring tax logic is correctly reflected in system configuration
• Maintain and continuously improve tax parameters and processes within the core banking system
• Analyze complex tax transactions and regulatory requirements, and translate changes in tax law into system and process adjustments
• Own the quality of the reporting database: testing, quality assurance, identification and resolution of data discrepancies
• Drive digitalization and optimization of existing tax‑related processes
• Prepare and maintain functional documentation, work instructions, and process descriptions

Day‑to‑Day Advisory

Serve as first point of contact for tax questions from Relationship Managers and, where relevant, their clients. Provide guidance on withholding tax, double taxation treaties, residency, and reporting obligations. Train and onboard new colleagues on tax topics and system processes. Work closely with internal stakeholders (Tax, Compliance, IT), and where applicable international custodians/counterparties.

What are we looking for?

Degree in business, finance, law, or a comparable field, ideally with a tax‑focused specialization or further qualification (e.g. Steuerfachwirt, Steuerberater). Several years of relevant experience in bank taxation, ideally including withholding tax processes (e.g. US and/or European markets) and QI/FATCA, CRS/AIA. Experience in a comparable role — such as tax operations, tax reporting, or a similar function at a custodian bank or financial institution — is a strong plus. Proven ability to analyze complex tax and regulatory topics and translate them into system requirements and process changes. Experience with core banking systems (e.g. Avaloq, Finnova, Temenos, Olympic) or willingness to build this expertise. Affinity for process optimization and digitalization; experience maintaining or testing reporting databases is an advantage. Strong communication skills and ability to explain tax topics clearly to non‑tax colleagues (Relationship Managers) and clients. Fluent in German and English. Affinity for Artificial Intelligence (AI) and a willingness to embrace AI‑enabled tools and ways of working.

What do we offer?

Top Düsseldorf location with collaboration spaces. All the latest technology to help you excel and advance. Agile environment in how we think, the way we work and our trust for each other. Opportunities for further training and mentoring to foster your professional development. Flat hierarchy with collaboration at all levels. Collaborative spirit. We are looking for talented people, not just a CV that ticks all the boxes.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family‑owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long‑term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination. If you have any questions you can contact us through our contact form.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich. We are both majority family‑owned and publicly listed. Our capacity for long‑term focus, on topics such as sustainability, is underpinned by the security of the family’s 100‑year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

Private Clients

Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients

Vontobel Asset Management is an active asset manager with global reach and a multi‑boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading‑edge solutions for both institutional and private clients.

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