German Capital Gains Tax Expert (f/m/d)

ABOUT THE ROLE: Subject-Matter-Expertise: You possess a deep functional understanding of the German Investment Tax Act (InvStG) and the German Income Tax Act (EStG), specifically regarding Kapitalertragsteuer (KESt). You will oversee the accurate calculation, withholding, remittance and reporting of German withholding tax, ensuring full alignment with the latest BMF circulars. Additionally, you have previous experience on how to identify and deal with German tax implications on corporate actions. You also have experience or a good understanding of MiKaDiv and other client related German Tax regulations. Operational Rigor & Scalability: Maintain a hands-on, solution-oriented approach to day-to-day operations. Your focus is on finding solutions and providing support to other departments while the organization scales up. Tactical Coordination: Exhibit exceptional organizational skills with a focus on delivery. You will ensure the smooth translation of tax requirements into daily operational workflows, collaborating closely with internal teams to maintain high-quality tax outputs in a fast-paced environment. WHAT YOU’LL DO: Day To Day tax technical analysis: Provide German Tax technical analysis and opinions. Process Optimization & Execution: Focus on the continuous improvement of existing tax processes together with Product and Engineering. Compliance & Reporting Cycle: Oversee and participate in the execution of tax reporting processes across daily, monthly, and annual cycles. This includes the precise delivery of Jahressteuerbescheinigungen, Vorabpauschale, and regulatory filings like FSAK, CRS and MiKaDiv. Tool Management & Quality Control: Take full responsibility for the performance of automated tax reporting tools (e.g., CPB Sectras). You will monitor system outputs proactively and lead the rapid resolution of any operational discrepancies or errors, in particular on the back of less-standard corporate actions. Advanced Case Management: Directly handle and resolve complex tax-related operational cases, such as intricate corporate actions, etc. Project Management: Own and execute ad-hoc tax operational related projects (i.e. MiKaDiv, FASTER).

Responsibilities

Provide German tax technical analysis and opinions; Focus on continuous improvement of existing tax processes together with Product and Engineering; Oversee and participate in execution of tax reporting processes across daily, monthly, and annual cycles, including Jahressteuerbescheinigungen, Vorabpauschale, and regulatory filings like FSAK, CRS and MiKaDiv; Take responsibility for performance of automated tax reporting tools (e.g., CPB Sectras) and lead rapid resolution of operational discrepancies or errors; Directly handle and resolve complex tax-related operational cases, such as intricate corporate actions; Own and execute ad-hoc tax operational related projects (i.e. MiKaDiv, FASTER)

Requirements

Deep functional understanding of the German Investment Tax Act (InvStG) and the German Income Tax Act (EStG), specifically regarding Kapitalertragsteuer (KESt); Experience identifying and dealing with German tax implications on corporate actions; Experience or good understanding of MiKaDiv and other client related German Tax regulations; Deep, hands-on understanding of German tax legislation (e.g., InvStG) specifically applied to investment income and financial transactions; Proven ability to bridge the gap between tax rules and their practical implementation; Proven track record of working with banking tax engines and data providers (e.g., CPB Sectras, WM Datenservice, or similar); Fluency in German and good command of English

Benefits

Best-in-class AI tools with €20,000 per year; 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 with hybrid or remote options across Europe; Competitive, above-market salary and employee equity program; Company-wide events such as UpFest, dinners, offsites and Holiday party; Inclusion through Employee Resource Groups