Tax specialist operations

Bank Julius Bär & Co. Ltd.; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading wealth management company in Milan is seeking a Tax Specialist to manage and ensure the proper application of client-related tax regimes. This role includes managing tax withholding processes, supporting various departments with tax issues, and contributing to projects with emphasis on improvement and innovation. The ideal candidate will possess a university degree in finance or a related field, along with substantial relevant experience and strong communication skills in both Italian and English.

Servizi

Flexible working options

Career development programmes

Health and well-being support

Competenze

• 5 years of experience in tax withholding process.
• Knowledge in Italian fiduciary regulatory reporting is a plus.
• Very good Italian and English skills.

Mansioni

• Manage tax withholding processes and ensure application of client-related tax regimes.
• Support operations with tax-related issues and manage accounting and taxation.
• Contribute to digital transformation and work on high-priority projects.

Conoscenze

Organizational skills

Time management

Communication skills

Interpersonal skills

Project management skills

Formazione

University degree in Finance

University degree in Economics

University degree in Business Administration

Descrizione del lavoro

Tax specialist operations page is loaded

Tax specialist operations Apply locations Milan time type Full time posted on Posted Yesterday job requisition id r-15238

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
• 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 Italianincome & capital gain taxes
• Italian stamp duty calculation, control and posting
• 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

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

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BeBär - Let’s shape the future of wealth management together. Join us! About Us

The international reference in wealth management

Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme , or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes .

For recruiting agents , please see the additional information here .

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