Tax specialist operations

Julius Baer; Milano; In loco; EUR 40.000 - 80.000; Tempo pieno

Descrizione del lavoro

Un'azienda innovativa nel settore della gestione patrimoniale cerca un professionista esperto nel settore fiscale. Questa posizione offre l'opportunità di contribuire a progetti prioritari e di trasformazione digitale, gestendo processi complessi come la ritenuta fiscale e la reportistica normativa. Se hai una laurea in Finanza, Economia o Amministrazione Aziendale e una passione per l'organizzazione e le nuove tecnologie, questa è l'occasione perfetta per mettere in pratica le tue competenze in un ambiente dinamico e collaborativo.

Competenze

• 5 anni di esperienza nel processo di ritenuta fiscale.
• Ottime capacità organizzative e di gestione del tempo.

Mansioni

• Gestire il processo di ritenuta fiscale e la contabilità degli wrappers assicurativi.
• Supportare tutti i dipartimenti nelle questioni fiscali quotidiane.

Conoscenze

Gestione delle imposte

Ottime capacità organizzative

Gestione dei progetti

Comunicazione efficace

Capacità di lavorare in modo indipendente

Conoscenza delle normative fiscali italiane

Formazione

Laurea in Finanza

Laurea in Economia

Laurea in Amministrazione Aziendale

Descrizione del lavoro

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

Ensure the proper application of client related tax regimes and provide business support in the area of investment product tax suitability considerations.

YOUR CHALLENGE

• Tax withholding process and management
• Insurance wrappers accounting and taxation
• Reconciliation process
• Support all departments in Operations in daily business for tax related issues (e.g. capital gain tax, stamp duty, financial transaction taxes, QI/FATCA documentation on behalf of the company for counterparties etc.).
• Control and posting of Italian income & capital gain taxes
• Italian stamp duty calculation, control and posting
• Regulatory reporting towards Agenzia delle Entrate
• Proactive contribution to the digital transformation journey
• Work closely with COO and Back-Office Coordinator to ensure the delivery of top-priority projects
• Support and deputize the team in all matters according to the existing or acquired expertise

YOUR PROFILE

• University degree in Finance, Economics or Business Administration
• 5 years of experience in tax withholding process
• Experience in Italian client tax reporting (international knowledge is a plus)
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively
• Good business transformation and project management skills
• Accurate and independent work style, as well as precise and expeditious work
• Excellent communication and interpersonal skills to be clear and effective towards colleagues and relevant stakeholders
• A strong passion for organization and processes, for new technologies/trends and emerging methodologies
• Knowledge in Italian fiduciary regulatory reporting is a plus
• Very good Italian and English skills