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 to ensure compliance.
The position involves partnering with technology teams to automate tax documentation processes and translate complex tax requirements into system specifications.
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
European information reporting requirements
Withholding tax rules and treaty relief
Customer tax statement development
Investment product tax treatment knowledge
CRS and DAC regulatory frameworks
Nice-to-have
Fluency in German or French language
Experience with automated tax technology systems
Collaborative team player with entrepreneurial spirit
Knowledge of US GAAP tax accounting ASC 740
Direct brokerage operations experience
Key Requirements
8-10 years of tax experience in financial services
Bachelor's degree in Accounting, Finance, or Taxation
Professional tax qualification (CTA, ADIT) preferred
Expertise in European cross-border taxation issues