Tax specialist operations

Bank Julius Bär & Co. Ltd.; Pavia; In loco; EUR 40.000 - 70.000; Tempo pieno

Descrizione del lavoro

A leading wealth management company is seeking a Tax Specialist - Operations to oversee the tax withholding process and provide support for tax-related issues. The ideal candidate will have at least 5 years of experience, a relevant degree, and strong project management skills. Join a global team that values care, passion, and excellence.

Servizi

Flexible working options

Career development opportunities

Health and well-being programs

Competenze

• At least 5 years of experience in tax withholding processes.
• Experience in Italian client tax reporting; international knowledge is a plus.
• Strong project management skills and experience with business transformation.

Mansioni

• Manage the tax withholding process and related activities.
• Control and post Italian income and capital gains taxes.
• Collaborate with COO and Back-Office Coordinator to ensure project delivery.

Conoscenze

Organizational skills

Time management

Project management

Communication skills

Interpersonal skills

Formazione

University degree in Finance, Economics, or Business Administration

Descrizione del lavoro

Tax Specialist - Operations

Location: Milan | Full Time | Posted Yesterday | Requisition ID: r-15238

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

Responsibilities

• Manage the tax withholding process and related activities.
• Handle accounting and taxation for insurance wrappers.
• Support all Operations departments with daily tax-related issues (e.g., capital gains tax, stamp duty, financial transaction taxes, QI / FATCA documentation).
• Control and post Italian income and capital gains taxes.
• Calculate, control, and post Italian stamp duty.
• Contribute proactively to our digital transformation journey.
• Collaborate with COO and Back-Office Coordinator to ensure top-priority project delivery.
• Support and deputize the team in relevant matters based on expertise.

Qualifications

• University degree in Finance, Economics, or Business Administration.
• At least 5 years of experience in tax withholding processes.
• Experience in Italian client tax reporting; international knowledge is a plus.
• Excellent organizational and time management skills.
• Strong project management skills and experience with business transformation.
• Accurate, independent, and efficient work style.
• Excellent communication and interpersonal skills.
• Passion for organization, processes, new technologies, and methodologies.
• Knowledge of Italian fiduciary regulatory reporting is a plus.
• Proficiency in Italian and English.

We look forward to receiving your full application through our online portal. Explore more opportunities on our Careers site. Set up a job alert by creating a candidate account if this role isn’t quite what you’re looking for.

About Julius Baer

Julius Baer is a leading Swiss wealth management group, serving sophisticated private clients worldwide. Headquartered in Zurich, we operate in around 60 locations globally, including Milan.

Why Join Us?

Enjoy the benefits of a global company with a supportive, flat-hierarchy structure. Work in an international environment with diverse, motivated colleagues. Our core values—Care, Passion, and Excellence—guide our interactions.

Our Commitment

We support your growth through various programs, focus on health and well-being, and offer flexible working options, benefits, and career development opportunities.