Team Head Client Tax Reporting & Tax Reclaim 100% (f/m/d) at Julius Baer International Limited

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

0.0

Posted On

06 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, People Management, Client Tax Reporting, Withholding Tax Reclaim, Operational Excellence, Risk Mitigation, Stakeholder Engagement, Analytical Thinking, Process Reengineering, Microsoft Excel, Microsoft PowerPoint, Easy Tax Software, German Language, English Language

Industry

Banking

Description

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. The Tax Reporting & Tax Reclaim team in Global Operations delivers state-of-the-art client tax reports and withholding tax reclaim services in a global context of an international bank as well as a continuous focus to improving processes and high-quality controls. The Team Head is responsible for planning and achieving these targets, while supporting and coaching the team. YOUR CHALLENGE Ensure on time, state-of-the-art international client tax report production Ensure timely and accurate processing of withholding tax reclaim applications Adhere to guidelines & policies Manage incidents and resolutions Support the development of new solutions in close collaboration with the product manager Handle single queries of high complexity Responsible for managing the day-to-day usage of key tools and processes Drive continuous improvement by streamlining workflows, automating manual step and controls,enhancing process scalability, efficiency and stability Promote team development through regular coaching and feedback, while maintaining up-to-date knowledge databases and providing training to stakeholders Collaborate with partners/stakeholders YOUR PROFILE Leadership & People Management: Proven ability to lead, motivate, and develop professionals in a results-focused environment; experience in performance management, team development and coaching Professional expertise: Multiple years of relevant work experience in client tax reporting, and Withholding Tax Reclaim processing in an international banking context Operational Excellence: Strong track record in managing time critical operations; deep understanding of internal controls and risk mitigation Communication & Stakeholder Engagement: Excellent interpersonal skills with the ability to communicate clearly and confidently with client advisors, managers, and cross-functional partners Analytical Thinking: Comfortable working with complex processing & regulatory topics related to client tax reporting and Withholding tax reclaim processing, identifying root causes of issues, and proposing sustainable solutions Project & Change Orientation: Ability to drive the adoption of changes, process reengineering and manage associated risks, ensuring smooth implementation within an operational environment Technical Proficiency: Advanced skills in Microsoft Excel and PowerPoint; experience with Easy Tax client reporting software is a plus Languages: Fluent in German (written and spoken); proficient in English 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. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. 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 more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The Team Head is responsible for overseeing the production of international client tax reports and the processing of withholding tax reclaim applications. They drive continuous improvement through workflow automation and provide coaching and development to the team.