About the role

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.

This role focuses on executing client tax reporting and withholding tax reclaim activities, ensuring compliance with policies while providing expert support in resolving complex tax-related issues. The candidate will leverage deep tax and banking operations knowledge, act as a collaborative team player, and contribute to process improvements, requiring fluency in English and the local language, advanced analytical abilities, and proficiency in tax reporting tools like Easy Tax.

YOUR CHALLENGE

Execute Client Tax Report Production
Execute Withholding Tax Reclaim Applications
Support & advise specialist/team head on problem solving
Adhere to guidelines & policies
Execute complex controls
Manage incidents and resolutions
Support the development of new solutions
Handle single queries of high complexity
Responsible for managing the day-to-day usage of key tools and processes
Collaborate with partners
Raise requirements in collaboration with the PO

YOUR PROFILE

Team player
Distinct customer and service orientation
Multiple years of relevant work experience in Client Tax Reporting & Withholding Tax Reclaim
Comprehensive knowledge of securities, their specific characteristics & taxation
Good technical understanding of banking operations methodologies/processes
Fluent in English & local language
Higher education
Advanced problem analyzing & solving skills
Advanced communication/ presentation skills
Advanced MS Office skills
Tax Reporting Software “Easy Tax” Skills is a plus

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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Skills & Tags

Aplyr's read

Julius Baer is a leading Swiss private bank focusing on wealth management for high-net-worth clients, attracting talent in finance, compliance, and technology.
Synthesized from recent postings & public sources

What's promising

•Strong reputation in private banking enhances client trust and loyalty.
•Global presence offers diverse career opportunities across regions.
•Focus on technology and innovation supports modern banking solutions.

What to watch

•High reliance on high-net-worth clients can increase vulnerability to economic downturns.
•Regulatory scrutiny in the financial sector may impact operations.
•Intense competition in private banking could pressure profit margins.

Why Julius Baer

•Swiss heritage provides a stable and prestigious brand image.
•Specializes in personalized wealth management for affluent individuals.
•Emphasis on compliance and risk management ensures robust operational integrity.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Julius Baer

Julius Baer

juliusbaer.com

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Julius Baer is a Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families.