Senior Tax Specialist (f/m/d)

As a nationally supervised investment firm, tax is a core part of how we operate. It ensures compliance with tax regulations, builds trust with tax authorities, investors, and auditors, and provides the foundation for sustainable growth - so our teams can focus on customers, products, and innovation. As a Senior Tax Specialist (f/m/d), you'll be part of our Finance team and take ownership of core tasks across corporate income tax, VAT, payroll tax, and transfer pricing. You'll ensure the accurate and timely preparation of tax filings and returns, help build robust processes and controls, and actively contribute to the ongoing development of our Tax Compliance Management System (TCMS). You'll work closely with Accounting, Legal, the Head of Corporate Taxes, and external advisers, and act as the first point of contact for tax-related questions in day-to-day business. Upvest is in a phase of strong European expansion and is setting up new entities and branches abroad as part of this growth. You'll support this journey from a tax perspective: assessing the tax implications of new country and entity structures, coordinating with local advisers, and making sure our international setup is tax-robust and scalable from day one. We're looking for a pragmatic, solution-oriented person who takes ownership, challenges existing processes, and works with a high level of accuracy.

Responsibilities

Prepare and submit VAT pre-notifications, corporate income tax and trade tax returns, and other tax filings on time; Contribute to preparing and maintaining transfer pricing documentation; Assess and support payroll tax matters in close coordination with the People team; Develop and maintain our Tax Compliance Management System (TCMS) and related work instructions; Establish robust internal controls for tax processes and monitor them on an ongoing basis; Work closely with the Accounting team on tax matters during monthly, quarterly, and annual closings; Contribute to cross-functional projects that align tax compliance with accounting and business goals; Support the tax assessment and structuring involved in setting up new entities and branches abroad, including choice of legal form, registration requirements, and permanent establishment risks; Coordinate local tax advisers in the relevant countries and ensure new entities are set up correctly from a tax perspective from day one and properly integrated into our group structure.

Requirements

Several years of relevant experience in tax advisory, a corporate tax department, or audit with a focus on tax; Solid knowledge of German tax law (e.g. AO, EStG, KStG, UStG) and a basic understanding of transfer pricing regulations; Experience preparing tax returns and filings, and in dealing with tax authorities; Strong Excel skills; Fluent German and very good English communication skills, including the ability to explain complex topics clearly; A strong sense of ownership and a structured, detail-oriented way of working; An interest in brokerage, trading, and wealth management, along with a good understanding of financial markets; Motivation to continuously grow, both professionally and personally.

Nice to have

Experience with ERP systems (e.g. Oracle NetSuite)

Benefits

Best-in-class AI tools (€20,000 per year for AI tools); Impact-driven work; 30 days of annual leave; Sports benefits; Confidential professional coaching; Flexibility to work remotely abroad for up to 183 days a year; UpRest one-month fully paid sabbatical after every 4 years; Personal development budget; Flexible work environment (hybrid or remote across Europe); Competitive above-market salary and employee equity program; Team celebrations (UpFest, dinners, offsites, holiday party); Inclusive culture with Employee Resource Groups