Commercialista jobs in United States

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.

• 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

• 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