Tax Compliance Officer 100% (f/m/d)
Zürich
Key information
- Publication date:11 July 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join Julius Baer, a leader in wealth management, and make an impact. Embrace an entrepreneurial spirit in a supportive work environment.
Tasks
- Conduct tax compliance controls on client tax domiciles.
- Review tax compliance based on escalated alerts or requests.
- Provide tax compliance advice to internal units and develop frameworks.
Skills
- Bachelor's or Master's in Law, Economics, Audit, or Finance required.
- Strong accounting skills and proficiency in MS Office.
- Excellent communication and self-motivated team player.
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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.
IHRE AUFGABEN
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Perform tax compliance controls in particular with regard to a client’s tax domicile
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Perform in-depth tax compliance reviews based on escalated Tax Offense Monitoring Alerts or specific requests concerning tax fraud, tax evasion or aggressive tax planning
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Establish written case assessments and determine and enforce appropriate course of action, which may include account maintenance, account maintenance under condition, closure or escalation to the AML Desk
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Clarify the circumstances of a case - including participation in meetings or calls with clients | representatives of clients
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Document case clarifications and actions in the respective tools of the bank
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Provide tax compliance advice to Front and other Compliance units in Switzerland and abroad with regard to their tax compliance questions
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Support and continuously develop the bank’s tax compliance control framework
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Establish and perform training sessions for internal staff in the area of tax compliance
YOUR PROFILE
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Degree (Bachelor or Master) in Law, Economics, Audit or Finance
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Minimum of 3 years of experience in the private banking sector - preferably at an AML Desk or a dedicated Tax Compliance Desk - or as Junior Tax Consultant within the consulting industry
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Firm accounting skills
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Proficient with IT tools, demonstrating advance skills in MS Office (particularly Excel)
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Excellent communication skills with the ability to articulate complex issues clearly
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Self-motivated team player with the passion to investigate fundamental causes
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Strong sense of responsibility and impeccable integrity
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Fluent in German and English, any further languages are an advantage
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About the company
Zürich
Reviews
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- Salary and benefits3.8
- Career opportunities2.2
- Working atmosphere2.0