European information reporting and withholding tax knowledge
Tax treatment expertise for retail investment products
The role focuses on designing and developing customer tax statements for European retail clients across a wide range of investment products
Job Summary
The role focuses on designing and developing customer tax statements for European retail clients across a wide range of investment products.
Candidates must possess robust technical knowledge of European information reporting and withholding tax requirements including CRS and DAC frameworks.
The position requires translating complex tax requirements into operational processes and collaborating with technology teams to automate tax documentation.
Matching Summary
The role focuses on designing and developing customer tax statements for European retail clients across a wide range of investment products.
Skills & Requirements
Must-have
8-10 years tax experience in financial services
European information reporting and withholding tax knowledge
Tax treatment expertise for retail investment products
CRS and DAC regulatory reporting frameworks
Cross-border taxation and treaty provisions
Functional requirements drafting for tax technology
Nice-to-have
Fluency in German or French language
Experience with automated tax reporting systems
Knowledge of US GAAP tax accounting ASC 740
Direct brokerage operations experience
Collaborative team player with entrepreneurial spirit
Key Requirements
Bachelor's degree in Accounting, Finance, or Taxation
Professional tax qualification (CTA, ADIT) preferred
Minimum 8-10 years of tax experience
Expertise in European jurisdictions tax filing obligations