Senior Tax SME (f/m/d)

at  Upvest

Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (BaFin). The company currently employs 160+ people across Europe with its headquarters based in Berlin, Germany.
The company is backed by the world’s largest venture capital funds and investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and ABN Amro Ventures, as well as by renowned fintech entrepreneurs (including Maximilian Tayenthal, founder of N26, and Felix Haas, founder of IDnow).
We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money.
We’re based in Berlin but would consider hiring remotely in Germany for this role. If you do want to move to Berlin though, we’re happy to support your relocation.

JOB REQUIREMENTS:

• Thorough understanding of global tax regulations (QI, FATCA, etc) and specifically German requirements
• Proven track record of owning and driving operational tax matters in financial organisations in a SME or manager position
• Strong communication skills in English and German
• Excellent analytical, problem-solving and organisational skills
• Self-starter, well organised and able to manage multiple priorities and meet tight deadlines
• Proactive approach to staying updated with regulatory changes
• Meticulous attention to detail
• Remote work is fine, expectation is to be spending the monthly “Operations onsite week” of about 3 days with the team in Berlin

• Own all topics in relation to operational tax within Upvest. This includes but is not limited to the following areas