Operations Specialist - Tax Reclaim

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.

We are seeking a proactive and analytically strong professional to join our team as a Tax Reclaim Specialist. In this role, you will support the processing of Withholding Tax reclaim applications, ensuring accuracy, compliance, and timeliness in alignment with regulatory and internal standards.

A structured handover will be provided where possible. The successful candidate should be prepared to assimilate quickly and operate independently with minimal ramp-up time.

YOUR CHALLENGE

• Support the processing of Withholding Tax reclaim applications
• Perform operational controls and quality checks
• Assist in managing client requests and supporting effective resolutions
• Handle inquiries, performing initial analysis and escalating complex matters to senior specialists
• Contribute to process improvements
• Ensure adherence to internal guidelines, policies, and regulatory standards

YOUR PROFILE

• Completed commercial apprenticeship or equivalent
• First relevant professional experience or internships in Withholding Tax Reclaims or a related financial operations field
• Foundational knowledge of securities, their characteristics, and related taxation principles
• Basic understanding of banking operations and core processes
• Proficiency in MS Office Suite (Excel, Word, PowerPoint) with solid Excel skills
• Customer focus and service-oriented mindset with good interpersonal and communication skills, both written and verbal
• Collaborative team player with willingness to work cross-functionally
• High level of responsibility and reliability in day-to-day task execution
• Fluent in English (verbal/written); proficiency in German is highly valued and considered a significant advantage

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.